FilingSpy

Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$573.03M

Overview Activity Holdings

Buys

SGNEW

Sweetgreen Inc

$9.78M

+387.0K shares

Kornit Digital Ltd

$6.32M

+349.0K shares

MPNEW

Mp Materials Corp

$4.35M

+304.0K shares

RRXNEW

Regal Rexnord Corp

$3.96M

+22.0K shares

SEBNEW

Seaboard Corp

$3.58M

+1.1K shares

BBNEW

Blackberry Ltd

$3.12M

+1.13M shares

Brookfield Renewable Corporation

$14.91M + $247.3K =$15.15M

517.8K+99.0K (+19.12%)

Crown Holdings Inc

$9.21M + $1.07M =$10.28M

100.0K+29.6K (+29.64%)

Apa Corp.

$8.97M + $587.5K =$9.56M

250.1K+28.0K (+11.19%)

Hayward Holdings Inc

$6.99M + $2.07M =$9.06M

514.0K+78.0K (+15.18%)

Mirion Technologies Inc

$3.79M + $2.67M =$6.46M

370.0K+198.0K (+53.51%)

Navitas Semiconductor Corp

$4.42M + $2.03M =$6.45M

548.0K+804.0K (+146.72%)

Vf Corp.

$6.07M + $217.0K =$6.29M

323.0K+87.0K (+26.93%)

The Toro Company

$3.21M + $2.97M =$6.18M

33.5K+34.0K (+101.51%)

Aritzia Inc

$3.37M + $2.53M =$5.90M

160.0K+53.0K (+33.13%)

Cerence Inc

$5.14M + $742.5K =$5.88M

261.3K+112.0K (+42.87%)

Constellium SE

$3.13M + $1.55M =$4.69M

156.9K+55.0K (+35.05%)

Paragon 28 Inc

$3.02M + $412.8K =$3.43M

243.0K+35.0K (+14.40%)

U-Haul Holding Co

$2.30M + $795.7K =$3.09M

32.0K+13.8K (+43.13%)

Sells

HIEXIT

Hillenbrand Inc

$7.27M - $7.27M =Closed

-152.0K shares (100%)

ROGEXIT

Rogers Corporation

$7.92M - $7.92M =Closed

-60.0K shares (100%)

APTVEXIT

Aptiv Plc

$9.15M - $9.15M =Closed

-102.0K shares (100%)

CLVTEXIT

Clarivate Plc

$5.09M - $5.09M =Closed

-550.0K shares (100%)

Tenet Healthcare Corp

$15.25M =$18.59M

176.9K left-25.0K (-12.38%)

Penguin Solutions Inc

$15.31M =$18.16M

690.0K left-119.0K (-14.71%)

Axis Capital Holdings Ltd

$13.01M =$15.15M

233.0K left-2.0K (-0.85%)

Cameco Corp

$16.38M - $2.89M =$13.49M

311.3K left-68.7K (-18.08%)

Trimble Inc

$12.14M =$12.69M

197.2K left-31.0K (-13.59%)

Bwx Technologies Inc

$10.99M =$12.34M

120.2K left-23.0K (-16.06%)

Alexander & Baldwin Inc

$15.39M - $3.22M =$12.17M

739.0K left-70.0K (-8.65%)

Digitalbridge Group Inc

$14.83M - $3.80M =$11.04M

572.8K left-273.0K (-32.28%)

Advanced Micro Devices Inc

$14.30M - $3.47M =$10.83M

60.0K left-37.0K (-38.14%)

Acv Auctions Inc

$7.68M =$9.10M

485.0K left-22.1K (-4.35%)

Molson Coors Beverage Company

$16.47M - $7.39M =$9.08M

135.0K left-134.0K (-49.81%)

Okta Inc

$8.69M =$9.00M

86.0K left-10.0K (-10.42%)

L3harris Technologies Inc

$12.64M - $6.24M =$6.39M

30.0K left-30.0K (-50.00%)

Pinterest Inc

$7.52M - $1.45M =$6.07M

175.0K left-28.0K (-13.79%)

Custom Truck One Source Inc

$6.19M - $884.5K =$5.31M

912.0K left-90.0K (-8.98%)

American Superconductor Corp

$4.81M - $666.3K =$4.14M

306.4K left-125.0K (-28.97%)