N-PORT filing recap · March 2025
What did Meridian Contrarian Fund buy in March 2025?
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
$457.88M
Positions
63
Estimated turnover
22.6%
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 Dollar Tree, Sun Communities, Certara, Ouster, Consolidated Water, Six Flags Entertainment, and Denison Mines. It exited Acv Auctions, Alexander & Baldwin, Apa Corporation, Cars.com, Fox Factory Holding, Kldiscovery, Levi Strauss, and Radius Recycling. Among existing holdings, the fund substantially increased Springworks Therapeutics and dramatically added to Nexgen Energy and Zenas Biopharma, while substantially trimming Knight-Swift Transportation, Aritzia, and Planet Labs.