N-PORT filing recap · September 2024
What did Meridian Contrarian Fund buy in September 2024?
Reported stock-position changes between this filing and the previous one. These are Meridian Contrarian Fund's own holdings, not the firm's.
Stock value
$552.76M
Positions
63
Estimated turnover
21.6%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Period in review
Meridian Contrarian Fund opened new positions in Lpl Financial Holdings, New Gold, Envista Holdings, Core & Main, Fox Factory Holding, Ceva, Orion S.a., and Zenas Biopharma. It exited Allete, Integra Lifesciences Holdings, Mp Materials, National Vision Holdings, Okta, Olin, Pinterest, and 4d Molecular Therapeutics. Among existing holdings, it substantially added to Mirion Technologies, Quidelortho, and Navitas Semiconductor, while substantially trimming U-Haul Holding and The Marzetti Company.