N-PORT filing recap · March 2026

What did Meridian Contrarian Fund buy in March 2026?

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

$532.44M

Positions

Estimated turnover

31.5%

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.

New positions

CDECoeur Mining, Inc.$9.42Mreported value+501.9K shares CZRCaesars Entertainment, Inc.$6.42Mreported value+243.0K shares ATSAts Corp /ats$4.91Mreported value+174.0K shares ONOn Semiconductor Corporation$4.46Mreported value+72.0K shares ACVAAcv Auctions Inc.$2.95Mreported value+695.0K shares KNFKnife River Corporation$1.88Mreported value+23.0K shares KLARKlarna Group Plc$1.75Mreported value+134.0K shares DTILPrecision Biosciences Inc.$985.3Kreported value+179.1K shares MRAMEverspin Technologies, Inc.$528.6Kreported value+60.1K shares

Increased positions

RRXRegal Rexnord Corp$14.53Mreported value+3.0K shares+4.0%SUISun Communities, Inc$12.26Mreported value+37.0K shares+61.3%TRMBTrimble Inc.$12.11Mreported value+46.0K shares+32.9%VSECVse Corporation$11.16Mreported value+3.5K shares

Reduced positions

FCNCAFirst Citizens Bancshares Inc /de/$14.86Mreported value-1.5K shares-15.6%CRCCalifornia Resources Corp$14.47Mreported value-21.0K shares-9.1%CACICaci International Inc$13.65Mreported value-1.1K shares-4.2%CSTMConstellium SE$12.23Mreported value-106.0K shares

Exited positions

RAMPLiveramp Holdings, Inc.$10.14Mprior reported value-345.3K shares-100.0%NGDNew Gold Inc$9.79Mprior reported value-1.12M shares-100.0%DBRGDigitalbridge Group, Inc.$6.12Mprior reported value-399.1K shares-100.0%CERTCertara, Inc.$3.78Mprior reported value-429.0K shares