FilingSpy

Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$527.34M

Overview Activity Holdings

Buys

Neogen Corp

$4.15M

+869.0K shares

WMSNEW

Advanced Drainage Systems Inc

$3.10M

+27.0K shares

Mama'S Creations Inc

$2.90M

+350.0K shares

PSNNEW

Parsons Corporation

$2.87M

+40.0K shares

Hillman Solutions Corp

$2.79M

+391.0K shares

Corsair Gaming Inc

$2.57M

+273.0K shares

Pdf Solutions Inc

$1.39M

+65.0K shares

Bwx Technologies Inc

$11.76M + $7.57M =$19.34M

119.2K+15.0K (+12.58%)

Mirion Technologies Inc

$11.47M + $6.46M =$17.93M

791.0K+42.0K (+5.31%)

Penguin Solutions Inc

$12.85M + $2.60M =$15.45M

739.8K+40.0K (+5.41%)

Dollar Tree Inc

$5.67M + $8.84M =$14.52M

75.6K+71.0K (+93.96%)

The Honest Company, Inc.

$12.61M + $1.89M =$14.50M

2.68M+165.0K (+6.15%)

Perrigo Company Plc

$14.24M =$14.11M

508.0K+20.0K (+3.94%)

Envista Holdings Corporation

$10.97M + $2.00M =$12.97M

635.6K+28.0K (+4.41%)

Aritzia Inc

$4.31M + $6.83M =$11.14M

121.4K+93.8K (+77.26%)

Advanced Micro Devices Inc

$6.37M + $4.56M =$10.93M

62.0K+15.0K (+24.19%)

Core & Main Inc

$8.16M + $2.64M =$10.80M

169.0K+10.0K (+5.92%)

Liveramp Holdings Inc

$3.98M + $5.08M =$9.06M

152.3K+122.0K (+80.10%)

Ceva Inc

$7.86M + $819.8K =$8.68M

307.0K+88.0K (+28.66%)

Sun Communities, Inc.

$5.31M + $3.20M =$8.51M

41.3K+26.0K (+62.97%)

Sells

HAYWEXIT

Hayward Holdings Inc

$8.24M - $8.24M =Closed

-592.0K shares (100%)

CRGYEXIT

Crescent Energy Co

$3.21M - $3.21M =Closed

-285.6K shares (100%)

OUSTEXIT

Ouster Inc

$2.82M - $2.82M =Closed

-314.0K shares (100%)

AGSEXIT

Playags Inc

$5.98M - $5.98M =Closed

-493.6K shares (100%)

SWTXEXIT

Springworks Therapeutics Inc

$5.91M - $5.91M =Closed

-134.0K shares (100%)

TTCEXIT

The Toro Company

$7.24M - $7.24M =Closed

-99.5K shares (100%)

OECEXIT

Orion Engineered Carbons SA

$5.16M - $5.16M =Closed

-399.2K shares (100%)

Cameco Corp

$14.25M =$18.95M

255.3K left-91.0K (-26.28%)

Axis Capital Holdings Ltd

$19.35M - $554.9K =$18.79M

181.0K left-12.0K (-6.22%)

First Citizens Bancshares Inc

$17.54M =$17.92M

9.2K left-300 (-3.17%)

Brookfield Renewable Corp

$12.89M =$14.56M

444.3K left-17.5K (-3.79%)

Evergy Inc

$13.65M - $969.0K =$12.68M

184.0K left-14.0K (-7.07%)

Trimble Inc

$10.65M - $34.5K =$10.61M

139.7K left-22.5K (-13.88%)

Lpl Financial Holdings Inc

$10.09M - $400.0K =$9.69M

25.8K left-5.0K (-16.22%)

New Gold Inc

$6.93M =$8.75M

1.77M left-100.0K (-5.35%)

Vici Properties Inc

$13.24M - $4.51M =$8.74M

268.0K left-138.0K (-33.99%)

Tenet Healthcare Corp

$8.04M - $400.1K =$7.64M

43.4K left-16.4K (-27.38%)

Vse Corporation

$8.40M - $1.85M =$6.55M

50.0K left-20.0K (-28.57%)

Planet Labs Pbc

$4.28M =$6.50M

1.06M left-200.0K (-15.81%)

Kornit Digital Ltd

$6.14M =$6.31M

317.0K left-5.0K (-1.55%)