FilingSpy

Meridian Contrarian Fund (James England) - FilingSpy

James England

Meridian Contrarian Fund

James England

$554.98M

Overview Activity Holdings

Buys

FNDNEW

Floor & Decor Holdings Inc

$5.72M

+94.0K shares

PVHNEW

Pvh Corp.

$5.29M

+79.0K shares

$5.09M

+377.0K shares

$3.15M

+50.3K shares

.

$3.06M

+54.0K shares

Tandem Diabetes Care Inc

$3.06M

+139.0K shares

BBYNEW

Best Buy Co., Inc.

$3.01M

+45.0K shares

Bruker Corporation

$1.55M

+33.0K shares

Fermi Inc.

$1.54M

+193.0K shares

First Citizens Bancshares Inc

$16.39M + $3.65M =$20.04M

9.2K+179 (+1.95%)

Texas Capital Bancshares Inc

$14.96M + $1.40M =$16.36M

177.0K+3.7K (+2.11%)

Constellium SE

$6.72M + $4.65M =$11.37M

451.9K+151.5K (+33.52%)

Ceva Inc

$10.43M + $564.8K =$11.00M

395.0K+116.0K (+29.37%)

U-Haul Holding Co

$9.01M + $1.97M =$10.98M

157.8K+60.0K (+38.02%)

Core & Main Inc

$9.64M + $862.4K =$10.50M

179.0K+23.0K (+12.85%)

Regal Rexnord Corp

$9.98M + $484.4K =$10.47M

69.6K+5.0K (+7.18%)

California Resources Corporation

$9.47M + $817.3K =$10.28M

178.0K+52.0K (+29.21%)

Adeia Inc

$7.46M + $2.63M =$10.09M

444.0K+141.0K (+31.76%)

Vse Corporation

$8.31M + $1.54M =$9.85M

50.0K+7.0K (+14.00%)

Pdf Solutions Inc

$7.75M + $2.07M =$9.81M

300.0K+44.0K (+14.67%)

Sells

LUCKEXIT

Lucky Strike Entertainment Corporation

$5.93M - $5.93M =Closed

-578.8K shares (100%)

KNXEXIT

Knight-Swift Transportation Holdings Inc

$2.17M - $2.17M =Closed

-54.8K shares (100%)

NVTSEXIT

Navitas Semiconductor Corp

$765.3K - $765.3K =Closed

-106.0K shares (100%)

SNBREXIT

Sleep Number Corp

$1.50M - $1.50M =Closed

-213.0K shares (100%)

SGEXIT

Sweetgreen Inc

$1.77M - $1.77M =Closed

-222.2K shares (100%)

PRGOEXIT

Perrigo Company Plc

$6.84M - $6.84M =Closed

-307.0K shares (100%)

Dollar Tree Inc

$13.83M =$16.62M

135.1K left-11.4K (-7.80%)

Aritzia Inc

$12.93M =$13.95M

163.2K left-52.0K (-24.16%)

Axis Capital Holdings Ltd

$14.18M - $256.7K =$13.92M

130.0K left-18.0K (-12.16%)

Crown Holdings Inc

$12.91M - $691.9K =$12.22M

118.6K left-15.0K (-11.22%)

Evergy Inc

$13.99M - $2.10M =$11.89M

164.0K left-20.0K (-10.87%)

Brookfield Renewable Corp

$13.81M - $2.22M =$11.59M

302.3K left-99.0K (-24.67%)

Cameco Corp

$12.48M - $969.0K =$11.51M

125.8K left-23.0K (-15.46%)

Penguin Solutions Inc

$15.79M - $4.39M =$11.40M

582.8K left-18.0K (-3.00%)

New Gold Inc

$11.04M - $1.25M =$9.79M

1.12M left-414.0K (-26.92%)

Bwx Technologies Inc

$11.98M - $2.56M =$9.42M

54.5K left-10.5K (-16.15%)

Sun Communities, Inc.

$11.82M - $4.34M =$7.47M

60.3K left-31.3K (-34.16%)

Universal Insurance Holdings Inc

$6.42M =$7.27M

215.0K left-29.0K (-11.89%)

The Honest Company, Inc.

$11.04M - $4.46M =$6.58M

2.55M left-451.0K (-15.04%)

Planet Labs Pbc

$9.41M - $3.24M =$6.17M

313.0K left-412.0K (-56.83%)