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Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$497.30M

Overview Activity Holdings

AUM

$497.30M

Positions

69

Top Position

ACHC 4.6%

Top 10

32%

Activity Summary

6 New positions 21 Increased 13 Decreased 4 Exited

Notable Trades

Largest New

DBRG

Digitalbridge Group Inc

$8.15M

Biggest Increase

BEPC

Brookfield Renewable Corporation

+121.0K shares

Largest Exit

DBRG

Digitalbridge Group Inc

2.61M shares

Biggest Decrease

ORIC

Oric Pharmaceuticals Inc

-739.3K shares

Portfolio Composition

ACHC4.6%

AXS3.7%

CRC3.7%

VICI3.5%

PENG2.7%

2.6%

TAP2.5%

FIBK2.5%

ALEX2.4%

Other (59)68.0%