FilingSpy

Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$523.41M

Overview Activity Holdings

Buys

Brookfield Renewable Corp

$12.77M

+461.8K shares

Zevia Pbc

$4.19M

+1.00M shares

Crescent Energy Co

$4.17M

+285.6K shares

NXENEW

Nexgen Energy Ltd

$1.42M

+214.7K shares

Penguin Solutions Inc

$14.04M + $1.32M =$15.35M

670.0K+130.0K (+19.40%)

Lpl Financial Holdings Inc

$7.74M + $4.75M =$12.49M

33.3K+5.0K (+15.03%)

Envista Holdings Corporation

$4.56M + $5.50M =$10.06M

231.0K+290.6K (+125.82%)

Regal Rexnord Corp

$8.50M + $1.31M =$9.81M

51.2K+12.0K (+23.42%)

Quidelortho Corp

$8.62M + $336.1K =$8.95M

189.0K+12.0K (+6.35%)

Core & Main Inc

$3.11M + $5.50M =$8.60M

70.0K+99.0K (+141.43%)

Planet Labs Pbc

$4.05M + $4.35M =$8.40M

1.82M+263.0K (+14.48%)

Ceva Inc

$2.05M + $5.98M =$8.04M

85.0K+169.7K (+199.62%)

The Toro Company

$7.07M + $901.5K =$7.97M

81.5K+18.0K (+22.09%)

Legend Biotech Corporation

$9.30M =$7.61M

190.8K+43.0K (+22.53%)

Blackberry Ltd

$4.66M + $2.56M =$7.23M

1.78M+131.8K (+7.41%)

Digitalbridge Group Inc

$6.16M + $409.2K =$6.57M

435.8K+146.4K (+33.59%)

Constellium SE

$8.60M =$5.95M

528.9K+50.0K (+9.45%)

Orion Engineered Carbons SA

$890.5K + $4.05M =$4.95M

50.0K+263.2K (+526.38%)

Nlight Inc

$3.85M + $704.1K =$4.55M

360.0K+74.0K (+20.55%)

New Gold Inc

$4.79M =$4.20M

1.66M+33.0K (+1.99%)

Sells

BEPCEXIT

Brookfield Renewable Corporation

$20.80M - $20.80M =Closed

-636.8K shares (100%)

MZTIEXIT

The Marzetti Company

$3.00M - $3.00M =Closed

-17.0K shares (100%)

SEBEXIT

Seaboard Corp

$8.78M - $8.78M =Closed

-2.8K shares (100%)

First Citizens Bancshares Inc

$21.16M =$22.74M

10.8K left-735 (-6.39%)

Axis Capital Holdings Ltd

$17.67M =$17.99M

203.0K left-19.0K (-8.56%)

Cameco Corp

$17.02M =$17.80M

346.3K left-10.0K (-2.81%)

The Honest Company, Inc.

$11.30M =$17.66M

2.55M left-615.4K (-19.45%)

Perrigo Company Plc

$15.45M - $2.75M =$12.70M

493.9K left-95.0K (-16.13%)

Bwx Technologies Inc

$14.70M - $2.87M =$11.83M

106.2K left-29.0K (-21.45%)

Vici Properties Inc

$19.02M - $7.39M =$11.63M

398.0K left-173.0K (-30.30%)

Evergy Inc

$14.70M - $3.12M =$11.57M

188.0K left-49.0K (-20.68%)

Trimble Inc

$12.24M - $783.5K =$11.46M

162.2K left-35.0K (-17.75%)

Aritzia Inc

$12.80M - $3.30M =$9.50M

257.4K left-89.0K (-25.69%)

Sweetgreen Inc

$14.61M - $5.27M =$9.33M

291.2K left-120.8K (-29.33%)

California Resources Corporation

$14.59M - $5.35M =$9.24M

178.0K left-100.0K (-35.97%)

Tenet Healthcare Corp

$16.60M - $7.66M =$8.93M

70.8K left-29.1K (-29.13%)

Caci International Inc

$23.71M - $15.15M =$8.57M

21.2K left-25.8K (-54.89%)

Cars.com Inc

$8.73M - $500.2K =$8.23M

475.0K left-46.0K (-8.83%)

Acv Auctions Inc

$7.62M - $1.42M =$6.20M

287.0K left-88.0K (-23.47%)

Universal Insurance Holdings Inc

$8.64M - $2.64M =$6.00M

285.0K left-105.0K (-26.92%)