FilingSpy

Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$546.58M

Overview Activity Holdings

Buys

Penguin Solutions Inc

$15.79M

+600.8K shares

TFXNEW

Teleflex Inc

$6.12M

+50.0K shares

JHXNEW

James Hardie Industries Plc

$3.61M

+188.0K shares

GONEW

Grocery Outlet Holding Corp

$1.77M

+110.0K shares

Sleep Number Corp

$1.50M

+213.0K shares

Texas Capital Bancshares Inc

$10.80M + $4.16M =$14.96M

136.0K+41.0K (+30.15%)

Sun Communities, Inc.

$8.51M + $3.31M =$11.82M

67.3K+24.3K (+36.13%)

The Honest Company, Inc.

$14.50M =$11.04M

2.85M+151.0K (+5.30%)

Digitalbridge Group Inc

$7.32M + $3.35M =$10.67M

707.1K+205.0K (+28.99%)

Parsons Corporation

$2.87M + $7.49M =$10.37M

40.0K+85.0K (+212.50%)

Liveramp Holdings Inc

$9.06M + $308.5K =$9.37M

274.3K+71.0K (+25.88%)

Consolidated Water Co Ltd

$6.39M + $2.85M =$9.24M

212.8K+49.2K (+23.10%)

Advanced Drainage Systems Inc

$3.10M + $6.05M =$9.15M

27.0K+39.0K (+144.44%)

U-Haul Holding Co

$4.59M + $4.42M =$9.01M

75.8K+82.0K (+108.18%)

Ranpak Holdings Corp

$4.63M + $3.50M =$8.13M

1.30M+150.0K (+11.57%)

Denison Mines Corp

$4.55M + $3.40M =$7.95M

2.50M+393.0K (+15.73%)

Pdf Solutions Inc

$1.39M + $6.36M =$7.75M

65.0K+235.0K (+361.54%)

Neogen Corp

$4.15M + $2.22M =$6.38M

869.0K+247.6K (+28.49%)

Hillman Solutions Corp

$2.79M + $3.37M =$6.16M

391.0K+280.0K (+71.61%)

Corsair Gaming Inc

$2.57M + $3.00M =$5.58M

273.0K+352.0K (+128.94%)

Sells

QDELEXIT

Quidelortho Corp

$6.28M - $6.28M =Closed

-218.0K shares (100%)

FUNEXIT

Six Flags Entertainment Corp

$5.81M - $5.81M =Closed

-191.0K shares (100%)

THCEXIT

Tenet Healthcare Corp

$7.64M - $7.64M =Closed

-43.4K shares (100%)

PENGEXIT

Penguin Solutions Inc

$15.45M - $15.45M =Closed

-779.8K shares (100%)

Axis Capital Holdings Ltd

$18.79M - $4.61M =$14.18M

148.0K left-33.0K (-18.23%)

Brookfield Renewable Corp

$14.56M - $751.4K =$13.81M

401.3K left-43.0K (-9.68%)

Mirion Technologies Inc

$17.93M - $4.33M =$13.61M

585.0K left-248.0K (-29.77%)

Cameco Corp

$18.95M - $6.47M =$12.48M

148.8K left-106.5K (-41.72%)

Nlight Inc

$9.15M =$12.35M

416.7K left-48.0K (-10.33%)

Bwx Technologies Inc

$19.34M - $7.35M =$11.98M

65.0K left-69.2K (-51.58%)

New Gold Inc

$8.75M =$11.04M

1.54M left-230.0K (-13.01%)

Planet Labs Pbc

$6.50M =$9.41M

725.0K left-340.0K (-31.93%)

Advanced Micro Devices Inc

$10.93M - $2.19M =$8.74M

54.0K left-23.0K (-29.87%)

Legend Biotech Corporation

$9.54M - $1.85M =$7.69M

235.8K left-33.0K (-12.28%)

Perrigo Company Plc

$14.11M - $7.27M =$6.84M

307.0K left-221.0K (-41.86%)

Constellium SE

$7.70M - $975.1K =$6.72M

451.9K left-127.0K (-21.94%)

American Superconductor Corp

$5.74M =$6.56M

110.4K left-46.0K (-29.41%)

Universal Insurance Holdings Inc

$8.71M - $2.29M =$6.42M

244.0K left-70.0K (-22.29%)

Blackberry Ltd

$6.17M =$6.23M

1.28M left-70.0K (-5.20%)

Nexgen Energy Ltd

$3.72M =$4.41M

492.7K left-44.0K (-8.20%)