N-PORT filing recap · June 2025
What did Meridian Contrarian Fund buy in June 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
$527.34M
Positions
63
Estimated turnover
27.6%
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 Neogen Corporation, Advanced Drainage Systems, Mama’s Creations, Parsons Corporation, Hillman Solutions, Corsair Gaming, and PDF Solutions. It exited Hayward Holdings, Crescent Energy, Ouster, PlayAGS, SpringWorks Therapeutics, Toro, and Orion S.A. The fund also substantially increased Dollar Tree, Aritzia, LiveRamp, Sun Communities, Consolidated Water, and V.F. Corporation, while sharply adding to Six Flags Entertainment and Zenas Biopharma. Notable trims included Cameco, Vici Properties, and Navitas Semiconductor.