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Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$497.30M

Overview Activity Holdings

Buys

Digitalbridge Group Inc

$8.15M

+651.8K shares

Quidelortho Corp

$5.79M

+81.0K shares

The Marzetti Company

$5.56M

+37.0K shares

The Honest Company, Inc.

$4.85M

+1.39M shares

Pinterest Inc

$2.77M

+119.0K shares

Petmed Express Inc

$2.75M

+141.0K shares

Brookfield Renewable Corporation

$9.57M + $3.17M =$12.74M

268.8K+121.0K (+45.01%)

Molson Coors Beverage Company

$13.79M =$12.62M

253.0K+10.0K (+3.95%)

Perrigo Company Plc

$8.84M + $2.85M =$11.70M

218.0K+110.0K (+50.46%)

Avangrid Inc

$10.47M + $247.7K =$10.72M

227.0K+30.0K (+13.22%)

Allete Inc

$10.82M =$10.46M

184.0K+25.0K (+13.59%)

Globalfoundries Inc

$7.18M + $2.49M =$9.67M

178.0K+22.0K (+12.36%)

The Toro Company

$5.68M + $3.05M =$8.73M

75.0K+26.0K (+34.67%)

Aptiv Plc

$5.52M + $2.61M =$8.13M

62.0K+42.0K (+67.74%)

Legend Biotech Corporation

$8.96M =$7.66M

162.8K+25.0K (+15.35%)

Trimble Inc

$7.17M + $272.1K =$7.44M

123.2K+14.0K (+11.37%)

Advanced Micro Devices Inc

$8.18M =$7.41M

107.0K+10.0K (+9.35%)

Cnh Industrial N.v.

$5.09M + $1.29M =$6.38M

439.0K+132.0K (+30.07%)

California Resources Corporation

$5.00M + $1.30M =$6.30M

130.0K+34.0K (+26.15%)

Farmland Partners Inc

$4.49M + $1.08M =$5.56M

325.0K+114.0K (+35.08%)

Sells

NWLEXIT

Newell Brands Inc

$5.71M - $5.71M =Closed

-300.0K shares (100%)

SUMOEXIT

Sumo Logic Inc

$1.75M - $1.75M =Closed

-233.4K shares (100%)

DBRGEXIT

Digitalbridge Group Inc

$12.72M - $12.72M =Closed

-2.61M shares (100%)

AQUAEXIT

Evoqua Water Technologies Corp

$5.95M - $5.95M =Closed

-183.0K shares (100%)

Penguin Solutions Inc

$14.68M - $1.24M =$13.44M

847.0K left-50.0K (-5.57%)

Change Healthcare Inc

$16.03M - $5.44M =$10.58M

385.0K left-310.0K (-44.60%)

Photronics Inc

$13.95M - $7.13M =$6.81M

466.0K left-250.0K (-34.92%)

Driven Brands Holdings Inc

$13.40M - $8.07M =$5.33M

190.5K left-296.0K (-60.84%)

Coterra Energy Inc.

$5.98M - $1.23M =$4.75M

182.0K left-50.0K (-21.55%)

Apa Corp.

$8.55M - $3.93M =$4.62M

135.0K left-110.0K (-44.90%)

On Semiconductor Corporation

$6.24M - $3.18M =$3.05M

49.0K left-75.0K (-60.48%)

Frontdoor Inc

$5.56M - $2.77M =$2.79M

137.0K left-94.0K (-40.69%)

Ridenow Group Inc

$3.68M - $1.14M =$2.54M

150.0K left-100.0K (-40.00%)

Olin Corporation

$8.47M - $5.94M =$2.53M

59.0K left-124.0K (-67.76%)

Vintage Wine Estates Inc

$5.97M - $4.05M =$1.93M

695.8K left-64.2K (-8.44%)

Aveanna Healthcare Holdings Inc

$2.33M - $1.01M =$1.32M

881.0K left-150.0K (-14.55%)

Oric Pharmaceuticals Inc

$3.40M - $3.34M =$66.1K

20.7K left-739.3K (-97.28%)