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Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$690.20M

Overview Activity Holdings

Buys

TAPNEW

Molson Coors Beverage Company

$8.72M

+188.0K shares

Frontdoor Inc

$8.30M

+198.0K shares

Purple Innovation Inc

$6.77M

+322.0K shares

CRCNEW

California Resources Corporation

$5.33M

+130.0K shares

CCJNEW

Cameco Corp

$3.80M

+175.0K shares

Oric Pharmaceuticals Inc

$509.7K

+24.4K shares

Cnh Industrial N.v.

$16.25M + $3.58M =$19.83M

972.0K+222.0K (+22.84%)

Penguin Solutions Inc

$16.93M + $1.59M =$18.51M

355.0K+61.0K (+17.18%)

Axis Capital Holdings Ltd

$15.24M + $89.2K =$15.33M

311.0K+22.0K (+7.07%)

U.s. Bancorp

$13.16M + $1.76M =$14.92M

231.0K+20.0K (+8.66%)

Change Healthcare Inc

$11.06M + $1.61M =$12.67M

480.0K+125.0K (+26.04%)

Advanced Micro Devices Inc

$10.52M + $1.72M =$12.25M

112.0K+7.0K (+6.25%)

Northwest Natural Holding Co

$11.08M + $461.8K =$11.54M

211.0K+40.0K (+18.96%)

Univar Solutions Inc

$9.61M + $1.40M =$11.00M

394.0K+68.0K (+17.26%)

Netstreit Corp.

$9.73M + $722.0K =$10.45M

422.0K+20.0K (+4.74%)

Cognyte Software Ltd

$10.90M =$9.93M

445.0K+38.0K (+8.54%)

Brookfield Renewable Corporation

$7.58M + $1.84M =$9.42M

180.7K+62.0K (+34.31%)

Photronics Inc

$7.38M + $1.73M =$9.12M

559.0K+110.0K (+19.68%)

Heron Therapeutics Inc

$7.46M + $617.5K =$8.08M

480.8K+275.0K (+57.20%)

Penn Entertainment Inc

$7.65M =$7.61M

100.0K+5.0K (+5.00%)

Sells

The Lion Electric Company

$2.53M - $2.53M =Closed

-130.0K shares (100%)

NFGEXIT

National Fuel Gas Co

$7.63M - $7.63M =Closed

-146.0K shares (100%)

SRCLEXIT

Stericycle, Inc.

$6.58M - $6.58M =Closed

-92.0K shares (100%)

WBTEXIT

Welbilt Inc

$10.65M - $10.65M =Closed

-460.0K shares (100%)

NUANEXIT

Nuance Communications Inc

$9.91M - $9.91M =Closed

-182.0K shares (100%)

Acadia Healthcare Company Inc

$22.90M - $5.05M =$17.86M

280.0K left-85.0K (-23.29%)

American International Group Inc

$14.61M - $1.82M =$12.79M

233.0K left-74.0K (-24.10%)

Ambarella Inc

$9.60M =$12.46M

80.0K left-10.0K (-11.11%)

Treehouse Foods Inc

$16.83M - $4.43M =$12.40M

311.0K left-67.0K (-17.72%)

Telephone and Data Systems Inc

$15.86M - $4.96M =$10.90M

559.0K left-141.0K (-20.14%)

Sabre Corp

$14.10M - $3.48M =$10.62M

897.0K left-233.0K (-20.62%)

Sally Beauty Holdings Inc

$13.46M - $3.61M =$9.86M

585.0K left-25.0K (-4.10%)

Micron Technology Inc

$12.32M - $2.74M =$9.58M

135.0K left-10.0K (-6.90%)

Lear Corp

$13.67M - $4.60M =$9.08M

58.0K left-20.0K (-25.64%)

Wells Fargo & Company

$14.81M - $7.89M =$6.92M

149.0K left-178.0K (-54.43%)

Albireo Pharma Inc

$5.10M - $1.02M =$4.08M

130.8K left-14.3K (-9.85%)

Talis Biomedical Corp

$5.30M - $3.18M =$2.12M

339.2K left-141.6K (-29.45%)

Vroom, Inc.

$5.94M - $4.47M =$1.48M

67.0K left-75.0K (-52.82%)

Acv Auctions Inc

$3.87M - $2.49M =$1.37M

76.8K left-74.0K (-49.06%)