N-PORT filing recap · September 2025
What did Meridian Contrarian Fund buy in September 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
$546.58M
Positions
64
Estimated turnover
32.0%
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 Penguin Solutions, Teleflex, James Hardie Industries, Grocery Outlet Holding, and Sleep Number, while exiting Quidelortho, Six Flags Entertainment, Tenet Healthcare, and a prior Penguin Solutions stake. The fund substantially increased Parsons, Advanced Drainage Systems, U-Haul Holding, PDF Solutions, Corsair Gaming, Sun Communities, and Hillman Solutions, and sharply reduced Cameco, BWX Technologies, Perrigo, Kornit Digital, Knight-Swift Transportation, and Navitas Semiconductor.