FilingSpy

Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$569.51M

Overview Activity Holdings

Buys

CLXNEW

Clorox Co/the

$9.84M

+69.0K shares

VFCNEW

Vf Corp.

$6.07M

+323.0K shares

MIRNEW

Mirion Technologies Inc

$3.79M

+370.0K shares

ATZNEW

Aritzia Inc

$3.37M

+160.0K shares

Constellium SE

$3.13M

+156.9K shares

Inhibrx Biosciences Inc

$2.89M

+76.0K shares

4d Molecular Therapeutics Inc

$2.03M

+100.0K shares

Vici Properties Inc

$14.17M + $2.63M =$16.80M

487.0K+40.0K (+8.21%)

Perrigo Company Plc

$14.53M + $1.94M =$16.47M

454.9K+57.0K (+12.53%)

Alexander & Baldwin Inc

$13.03M + $2.35M =$15.39M

779.0K+30.0K (+3.85%)

Penguin Solutions Inc

$15.29M + $22.6K =$15.31M

628.0K+181.0K (+28.82%)

Tenet Healthcare Corp

$10.67M + $4.58M =$15.25M

162.0K+39.9K (+24.60%)

California Resources Corporation

$12.71M + $2.49M =$15.20M

227.0K+51.0K (+22.47%)

Brookfield Renewable Corporation

$5.55M + $9.36M =$14.91M

231.8K+286.0K (+123.38%)

Axis Capital Holdings Ltd

$11.16M + $1.85M =$13.01M

198.0K+37.0K (+18.69%)

L3harris Technologies Inc

$8.71M + $3.93M =$12.64M

50.0K+10.0K (+20.00%)

Bwx Technologies Inc

$9.31M + $1.68M =$10.99M

124.2K+19.0K (+15.30%)

Liveramp Holdings Inc

$6.93M + $3.88M =$10.81M

240.3K+45.0K (+18.73%)

Quidelortho Corp

$8.84M + $743.2K =$9.58M

121.0K+9.0K (+7.44%)

National Vision Holdings Inc

$5.88M + $3.19M =$9.07M

363.4K+70.0K (+19.26%)

Sells

EVRIEXIT

Everi Holdings Inc

$6.19M - $6.19M =Closed

-468.0K shares (100%)

IMGNEXIT

Immunogen Inc

$2.90M - $2.90M =Closed

-183.0K shares (100%)

JNPREXIT

Juniper Networks, Inc.

$8.53M - $8.53M =Closed

-307.1K shares (100%)

MBTNEXIT

Meyer Burger Technology AG

$1.01M - $1.01M =Closed

-1.40M shares (100%)

NVDAEXIT

Nvidia Corporation

$2.61M - $2.61M =Closed

-6.0K shares (100%)

SKXEXIT

Skechers USA Inc

$5.83M - $5.83M =Closed

-119.0K shares (100%)

SWTXEXIT

Springworks Therapeutics Inc

$855.4K - $855.4K =Closed

-37.0K shares (100%)

CNHEXIT

Cnh Industrial N.v.

$8.85M - $8.85M =Closed

-731.0K shares (100%)

First Citizens Bancshares Inc

$21.81M - $4.08M =$17.73M

12.5K left-3.3K (-20.92%)

Cameco Corp

$21.48M - $5.11M =$16.38M

380.0K left-162.0K (-29.89%)

Caci International Inc

$20.41M - $5.18M =$15.22M

47.0K left-18.0K (-27.69%)

Advanced Micro Devices Inc

$12.13M =$14.30M

97.0K left-21.0K (-17.80%)

Trimble Inc

$12.83M - $689.2K =$12.14M

228.2K left-10.0K (-4.20%)

Legend Biotech Corporation

$12.62M - $2.58M =$10.04M

166.8K left-21.0K (-11.18%)

Crown Holdings Inc

$11.64M - $2.44M =$9.21M

100.0K left-31.6K (-24.02%)

Aptiv Plc

$11.54M - $2.38M =$9.15M

102.0K left-15.0K (-12.82%)

Apa Corp.

$11.67M - $2.70M =$8.97M

250.1K left-33.9K (-11.93%)

The Honest Company, Inc.

$4.11M =$8.32M

2.52M left-738.7K (-22.65%)

Pinterest Inc

$9.33M - $1.81M =$7.52M

203.0K left-142.0K (-41.16%)

Custom Truck One Source Inc

$6.82M - $626.9K =$6.19M

1.00M left-97.9K (-8.90%)