FilingSpy

Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$545.76M

Overview Activity Holdings

Buys

HINEW

Hillenbrand Inc

$7.22M

+152.0K shares

HENEW

Hawaiian Electric Industries Inc

$6.57M

+171.0K shares

CCKNEW

Crown Holdings Inc

$6.12M

+74.0K shares

Everi Holdings Inc

$5.83M

+340.0K shares

UVENEW

Universal Insurance Holdings Inc

$3.39M

+186.0K shares

Canada Goose Holdings Inc

$3.18M

+165.0K shares

Navitas Semiconductor Corp

$3.09M

+423.0K shares

Cracker Barrel Old Country Store Inc

$2.95M

+26.0K shares

Liveramp Holdings Inc

$2.94M

+134.0K shares

Perrigo Company Plc

$8.80M + $6.95M =$15.75M

258.0K+181.0K (+70.16%)

Alexander & Baldwin Inc

$13.56M + $603.1K =$14.16M

724.0K+25.0K (+3.45%)

Quidelortho Corp

$8.82M + $4.27M =$13.10M

103.0K+44.0K (+42.72%)

Brookfield Renewable Corporation

$8.50M + $3.97M =$12.47M

308.8K+48.0K (+15.54%)

Rogers Corporation

$5.97M + $3.84M =$9.81M

50.0K+10.0K (+20.00%)

Tenet Healthcare Corp

$6.49M + $3.14M =$9.63M

133.0K+29.0K (+21.80%)

Allete Inc

$7.23M + $2.11M =$9.33M

112.0K+33.0K (+29.46%)

Apa Corp.

$11.44M =$9.30M

245.0K+13.0K (+5.31%)

Texas Capital Bancshares Inc

$3.14M + $5.87M =$9.01M

52.0K+132.0K (+253.85%)

Ambarella Inc

$8.72M + $264.3K =$8.98M

106.0K+10.0K (+9.43%)

The Marzetti Company

$7.30M + $1.22M =$8.52M

37.0K+5.0K (+13.51%)

Sells

ALBOEXIT

Albireo Pharma Inc

$3.26M - $3.26M =Closed

-150.8K shares (100%)

AIGEXIT

American International Group Inc

$15.49M - $15.49M =Closed

-245.0K shares (100%)

AVAHEXIT

Aveanna Healthcare Holdings Inc

$843.2K - $843.2K =Closed

-1.08M shares (100%)

FPIEXIT

Farmland Partners Inc

$6.11M - $6.11M =Closed

-490.0K shares (100%)

MBLYEXIT

Mobileye Global Inc

$6.84M - $6.84M =Closed

-195.0K shares (100%)

NTSTEXIT

Netstreit Corp.

$5.52M - $5.52M =Closed

-301.0K shares (100%)

NEMEXIT

Newmont Corp.

$11.42M - $11.42M =Closed

-242.0K shares (100%)

ONEXIT

On Semiconductor Corporation

$3.06M - $3.06M =Closed

-49.0K shares (100%)

PETSEXIT

Petmed Express Inc

$3.13M - $3.13M =Closed

-177.0K shares (100%)

UNVREXIT

Univar Solutions Inc

$10.40M - $10.40M =Closed

-327.0K shares (100%)

First Citizens Bancshares Inc

$17.97M =$18.78M

19.3K left-4.4K (-18.57%)

Advanced Micro Devices Inc

$11.85M =$16.96M

173.0K left-10.0K (-5.46%)

Aptiv Plc

$11.83M =$13.13M

117.0K left-10.0K (-7.87%)

Avangrid Inc

$14.36M - $4.11M =$10.25M

257.0K left-77.0K (-23.05%)

Globalfoundries Inc

$10.78M - $1.18M =$9.60M

133.0K left-67.0K (-33.50%)

Axis Capital Holdings Ltd

$11.43M - $2.38M =$9.05M

166.0K left-45.0K (-21.33%)

Pinterest Inc

$8.57M - $553.5K =$8.02M

294.0K left-59.0K (-16.71%)

First Interstate Bancsystem Inc

$11.79M - $4.82M =$6.97M

233.3K left-71.7K (-23.52%)

Acadia Healthcare Company Inc

$10.04M - $4.12M =$5.92M

82.0K left-40.0K (-32.79%)

U-Haul Holding Co

$10.72M - $5.28M =$5.44M

105.0K left-90.0K (-46.15%)