FilingSpy

Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$563.19M

Overview Activity Holdings

Buys

Clarivate Plc

$4.20M

+441.0K shares

Ranpak Holdings Corp

$3.22M

+713.0K shares

SAMNEW

The Boston Beer Company, Inc.

$3.08M

+10.0K shares

Syneos Health Inc

$1.61M

+38.2K shares

Cameco Corp

$13.50M + $3.48M =$16.98M

516.0K+26.0K (+5.04%)

Brookfield Renewable Corporation

$12.47M =$11.69M

356.8K+14.0K (+3.92%)

Avangrid Inc

$10.25M + $1.39M =$11.64M

257.0K+52.0K (+20.23%)

Cnh Industrial N.v.

$10.49M + $35.9K =$10.53M

687.0K+44.0K (+6.40%)

Axis Capital Holdings Ltd

$9.05M + $423.8K =$9.47M

166.0K+10.0K (+6.02%)

Allete Inc

$9.33M + $115.5K =$9.45M

145.0K+18.0K (+12.41%)

Lucky Strike Entertainment Corporation

$12.40M =$9.10M

731.8K+50.0K (+6.83%)

Pinterest Inc

$8.02M + $567.4K =$8.58M

294.0K+20.0K (+6.80%)

Crown Holdings Inc

$6.12M + $1.87M =$7.99M

74.0K+18.0K (+24.32%)

Align Technology Inc

$5.68M + $685.1K =$6.37M

17.0K+1.0K (+5.88%)

Everi Holdings Inc

$5.83M + $68.7K =$5.90M

340.0K+68.0K (+20.00%)

Navitas Semiconductor Corp

$3.09M + $2.68M =$5.78M

423.0K+125.0K (+29.55%)

The Honest Company, Inc.

$3.66M + $950.6K =$4.61M

2.04M+711.2K (+34.95%)

Liveramp Holdings Inc

$2.94M + $1.66M =$4.60M

134.0K+27.0K (+20.15%)

American Superconductor Corp

$2.80M + $1.39M =$4.19M

569.4K+100.0K (+17.56%)

Universal Insurance Holdings Inc

$3.39M + $132.3K =$3.52M

186.0K+42.2K (+22.69%)

Sells

ACHCEXIT

Acadia Healthcare Company Inc

$5.92M - $5.92M =Closed

-82.0K shares (100%)

GOOSEXIT

Canada Goose Holdings Inc

$3.18M - $3.18M =Closed

-165.0K shares (100%)

CBRLEXIT

Cracker Barrel Old Country Store Inc

$2.95M - $2.95M =Closed

-26.0K shares (100%)

HRTXEXIT

Heron Therapeutics Inc

$1.93M - $1.93M =Closed

-1.28M shares (100%)

MUEXIT

Micron Technology Inc

$2.96M - $2.96M =Closed

-49.0K shares (100%)

First Citizens Bancshares Inc

$18.78M =$21.56M

16.8K left-2.5K (-12.95%)

Molson Coors Beverage Company

$15.19M =$17.58M

267.0K left-27.0K (-9.18%)

Advanced Micro Devices Inc

$16.96M - $1.35M =$15.61M

137.0K left-36.0K (-20.81%)

Nvidia Corporation

$4.44M - $214.1K =$4.23M

10.0K left-6.0K (-37.50%)

First Interstate Bancsystem Inc

$6.97M - $3.76M =$3.20M

134.3K left-99.0K (-42.44%)

U-Haul Holding Co

$5.44M - $3.57M =$1.87M

37.0K left-68.0K (-64.76%)

Rvl Pharmaceuticals Plc

$1.85M - $1.01M =$843.5K

1.51M left-117.0K (-7.21%)

Vintage Wine Estates Inc

$1.17M - $689.3K =$484.3K

566.1K left-530.8K (-48.39%)