FilingSpy

Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$637.73M

Overview Activity Holdings

Buys

ALENEW

Allete Inc

$7.03M

+105.0K shares

Lucky Strike Entertainment Corporation

$6.74M

+632.8K shares

Ridenow Group Inc

$6.67M

+195.0K shares

First Citizens Bancshares Inc

$4.66M

+7.0K shares

SKXNEW

Skechers USA Inc

$4.12M

+101.0K shares

Springworks Therapeutics Inc

$3.22M

+57.0K shares

Aveanna Healthcare Holdings Inc

$1.57M

+459.0K shares

Axis Capital Holdings Ltd

$19.94M + $2.98M =$22.92M

366.0K+13.0K (+3.55%)

Penguin Solutions Inc

$28.11M =$22.01M

396.0K+456.0K (+115.15%)

Caci International Inc

$13.46M + $7.63M =$21.09M

50.0K+20.0K (+40.00%)

Acadia Healthcare Company Inc

$17.00M + $3.65M =$20.64M

280.0K+35.0K (+12.50%)

Alexander & Baldwin Inc

$17.44M =$16.79M

695.0K+29.0K (+4.17%)

Vici Properties Inc

$16.50M =$16.36M

548.0K+27.0K (+4.93%)

Olin Corporation

$14.67M =$14.22M

255.0K+17.0K (+6.67%)

Molson Coors Beverage Company

$7.60M + $4.84M =$12.44M

164.0K+69.0K (+42.07%)

Netstreit Corp.

$12.37M =$12.14M

540.0K+1.0K (+0.19%)

Brookfield Renewable Corporation

$6.21M + $5.12M =$11.34M

168.7K+90.1K (+53.41%)

Avangrid Inc

$9.78M + $833.5K =$10.61M

196.0K+31.0K (+15.82%)

Cars.com Inc

$9.81M + $646.9K =$10.46M

610.0K+115.0K (+18.85%)

Photronics Inc

$8.12M + $2.06M =$10.18M

431.0K+169.0K (+39.21%)

Sells

ALGMEXIT

Allegro Microsystems Inc

$3.91M - $3.91M =Closed

-108.0K shares (100%)

FHNEXIT

First Horizon Corp

$18.39M - $18.39M =Closed

-1.13M shares (100%)

MMSIEXIT

Merit Medical Systems Inc

$6.78M - $6.78M =Closed

-108.8K shares (100%)

MNROEXIT

Monro Inc

$13.05M - $13.05M =Closed

-224.0K shares (100%)

DTILEXIT

Precision Biosciences Inc

$1.03M - $1.03M =Closed

-139.0K shares (100%)

Juniper Networks, Inc.

$19.46M - $324.6K =$19.14M

515.0K left-30.0K (-5.50%)

Matson Inc

$12.60M =$14.47M

120.0K left-20.0K (-14.29%)

American International Group Inc

$14.04M - $1.11M =$12.93M

206.0K left-41.0K (-16.60%)

On Semiconductor Corporation

$16.44M - $3.98M =$12.46M

199.0K left-43.0K (-17.77%)

Advanced Drainage Systems Inc

$10.43M - $2.97M =$7.46M

62.8K left-13.8K (-18.03%)

Cnh Industrial N.v.

$23.20M - $16.24M =$6.96M

439.0K left-755.0K (-63.23%)

Frontdoor Inc

$13.14M - $6.24M =$6.90M

231.0K left-127.4K (-35.55%)

Zuora Inc

$10.16M - $3.51M =$6.65M

444.0K left-100.0K (-18.38%)

Cameco Corp

$7.46M - $1.03M =$6.43M

221.0K left-121.0K (-35.38%)

Api Group Corporation

$15.23M - $9.89M =$5.34M

254.0K left-337.0K (-57.02%)

Nvidia Corporation

$5.29M - $928.2K =$4.37M

16.0K left-2.0K (-11.11%)

Sumo Logic Inc

$5.13M - $2.41M =$2.72M

233.4K left-145.0K (-38.32%)

Cognyte Software Ltd

$3.79M - $1.84M =$1.96M

173.0K left-69.0K (-28.51%)