FilingSpy

Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$687.36M

Overview Activity Holdings

Buys

Cars.com Inc

$9.81M

+610.0K shares

GFSNEW

Globalfoundries Inc

$8.12M

+125.0K shares

Custom Truck One Source Inc

$7.80M

+975.0K shares

Coterra Energy Inc.

$6.43M

+338.6K shares

Alight Inc

$3.93M

+363.4K shares

Pdf Solutions Inc

$3.91M

+123.0K shares

Rocket Lab USA Inc

$3.57M

+290.7K shares

Rvl Pharmaceuticals Plc

$1.08M

+1.00M shares

Axis Capital Holdings Ltd

$15.33M + $4.60M =$19.94M

333.0K+33.0K (+9.91%)

Juniper Networks, Inc.

$13.79M + $5.67M =$19.46M

501.0K+44.0K (+8.78%)

First Horizon Corp

$15.20M + $3.19M =$18.39M

933.0K+193.0K (+20.69%)

U.s. Bancorp

$14.92M + $2.44M =$17.36M

251.0K+58.0K (+23.11%)

Micron Technology Inc

$9.58M + $6.91M =$16.49M

135.0K+42.0K (+31.11%)

Comerica Inc

$7.00M + $8.48M =$15.49M

87.0K+91.0K (+104.60%)

Change Healthcare Inc

$12.67M + $2.19M =$14.86M

605.0K+90.0K (+14.88%)

American International Group Inc

$12.79M + $1.26M =$14.04M

233.0K+14.0K (+6.01%)

Frontdoor Inc

$8.30M + $4.84M =$13.14M

198.0K+160.4K (+81.01%)

Monro Inc

$9.95M + $3.10M =$13.05M

173.0K+51.0K (+29.48%)

Netstreit Corp.

$10.45M + $1.91M =$12.37M

442.0K+98.0K (+22.17%)

Aptiv Plc

$7.15M + $3.74M =$10.89M

48.0K+18.0K (+37.50%)

Sells

XECEXIT

Cimarex Energy Co

$9.77M - $9.77M =Closed

-112.0K shares (100%)

CVAEXIT

Covanta Holding Corp

$19.32M - $19.32M =Closed

-960.0K shares (100%)

DCPHEXIT

Deciphera Pharmaceuticals Inc

$3.36M - $3.36M =Closed

-99.0K shares (100%)

LEAEXIT

Lear Corp

$9.08M - $9.08M =Closed

-58.0K shares (100%)

JWNEXIT

Nordstrom Inc

$2.72M - $2.72M =Closed

-103.0K shares (100%)

NWNEXIT

Northwest Natural Holding Co

$11.54M - $11.54M =Closed

-251.0K shares (100%)

PENNEXIT

Penn Entertainment Inc

$7.61M - $7.61M =Closed

-105.0K shares (100%)

PRPLEXIT

Purple Innovation Inc

$6.77M - $6.77M =Closed

-322.0K shares (100%)

SABREXIT

Sabre Corp

$10.62M - $10.62M =Closed

-897.0K shares (100%)

TLISEXIT

Talis Biomedical Corp

$2.12M - $2.12M =Closed

-339.2K shares (100%)

TDSEXIT

Telephone and Data Systems Inc

$10.90M - $10.90M =Closed

-559.0K shares (100%)

THSEXIT

Treehouse Foods Inc

$12.40M - $12.40M =Closed

-311.0K shares (100%)

VRMEXIT

Vroom, Inc.

$1.48M - $1.48M =Closed

-67.0K shares (100%)

WFCEXIT

Wells Fargo & Company

$6.92M - $6.92M =Closed

-149.0K shares (100%)

Penguin Solutions Inc

$18.51M =$28.11M

396.0K left-20.0K (-4.81%)

Digitalbridge Group Inc

$18.74M =$20.88M

2.51M left-600.0K (-19.31%)

On Semiconductor Corporation

$15.38M =$16.44M

242.0K left-94.0K (-27.98%)

Olin Corporation

$13.61M =$14.67M

255.0K left-27.0K (-9.57%)

Advanced Micro Devices Inc

$12.25M =$14.39M

100.0K left-19.0K (-15.97%)

Ambarella Inc

$12.46M =$13.19M

65.0K left-15.0K (-18.75%)