FilingSpy

Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$539.26M

Overview Activity Holdings

Buys

NEMNEW

Newmont Corp.

$11.42M

+242.0K shares

U-Haul Holding Co

$10.72M

+195.0K shares

Mobileye Global Inc

$6.84M

+195.0K shares

THCNEW

Tenet Healthcare Corp

$6.49M

+133.0K shares

ROGNEW

Rogers Corporation

$5.97M

+50.0K shares

Okta Inc

$5.88M

+86.0K shares

Texas Capital Bancshares Inc

$3.14M

+52.0K shares

Align Technology Inc

$2.95M

+14.0K shares

Nlight Inc

$2.92M

+288.0K shares

PLNEW

Planet Labs Pbc

$2.26M

+519.0K shares

American International Group Inc

$9.78M + $5.71M =$15.49M

206.0K+39.0K (+18.93%)

Molson Coors Beverage Company

$12.62M + $2.53M =$15.15M

263.0K+31.0K (+11.79%)

Juniper Networks, Inc.

$11.26M + $3.70M =$14.96M

431.0K+37.0K (+8.58%)

Avangrid Inc

$10.72M + $3.64M =$14.36M

257.0K+77.0K (+29.96%)

Trimble Inc

$7.44M + $4.60M =$12.04M

137.2K+101.0K (+73.64%)

Advanced Micro Devices Inc

$7.41M + $4.44M =$11.85M

117.0K+66.0K (+56.41%)

Aptiv Plc

$8.13M + $3.69M =$11.83M

104.0K+23.0K (+22.12%)

Cameco Corp

$7.45M + $4.25M =$11.70M

281.0K+235.0K (+83.63%)

Apa Corp.

$4.62M + $6.82M =$11.44M

135.0K+110.0K (+81.48%)

Cnh Industrial N.v.

$6.38M + $4.66M =$11.03M

571.0K+116.0K (+20.32%)

Sells

MATXEXIT

Matson Inc

$4.98M - $4.98M =Closed

-81.0K shares (100%)

ORICEXIT

Oric Pharmaceuticals Inc

$66.1K - $66.1K =Closed

-20.7K shares (100%)

PLABEXIT

Photronics Inc

$6.81M - $6.81M =Closed

-466.0K shares (100%)

RDNWEXIT

Ridenow Group Inc

$2.54M - $2.54M =Closed

-150.0K shares (100%)

APGEXIT

Api Group Corporation

$4.74M - $4.74M =Closed

-357.0K shares (100%)

CHNGEXIT

Change Healthcare Inc

$10.58M - $10.58M =Closed

-385.0K shares (100%)

CTRAEXIT

Coterra Energy Inc.

$4.75M - $4.75M =Closed

-182.0K shares (100%)

CMAEXIT

Comerica Inc

$9.81M - $9.81M =Closed

-138.0K shares (100%)

FTDREXIT

Frontdoor Inc

$2.79M - $2.79M =Closed

-137.0K shares (100%)

Caci International Inc

$18.27M =$19.54M

65.0K left-5.0K (-7.14%)

Axis Capital Holdings Ltd

$18.63M - $7.20M =$11.43M

211.0K left-168.0K (-44.33%)

Acadia Healthcare Company Inc

$23.06M - $13.02M =$10.04M

122.0K left-173.0K (-58.64%)

Perrigo Company Plc

$11.70M - $2.90M =$8.80M

258.0K left-70.0K (-21.34%)

Micron Technology Inc

$9.12M - $521.6K =$8.60M

172.0K left-10.0K (-5.49%)

Brookfield Renewable Corporation

$12.74M - $4.23M =$8.50M

308.8K left-81.0K (-20.78%)

Penguin Solutions Inc

$13.44M - $4.99M =$8.45M

568.0K left-279.0K (-32.94%)

Allete Inc

$10.46M - $3.24M =$7.23M

112.0K left-97.0K (-46.41%)

Netstreit Corp.

$9.64M - $4.12M =$5.52M

301.0K left-240.0K (-44.36%)

Acv Auctions Inc

$5.19M - $913.8K =$4.28M

521.0K left-201.0K (-27.84%)

Clear Secure Inc

$3.23M =$3.46M

126.2K left-15.0K (-10.62%)