N-PORT filing recap · December 2024
What did Meridian Contrarian Fund buy in December 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
$523.41M
Positions
64
Estimated turnover
29.0%
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 Brookfield Renewable Corporation, Zevia Pbc, Crescent Energy Company, and Nexgen Energy Ltd. It exited Brookfield Renewable Corporation, The Marzetti Company, and Seaboard Corporation. The fund also trimmed First Citizens Bancshares, Axis Capital Holdings, and Cameco Corporation slightly, while reducing The Honest Company moderately. Notable increases included Envista Holdings Corporation, Core & Main, Inc., Ceva, Inc., and Orion S.a., all of which were added to sharply.