Holdings (Monthly)
Guide ↗
Meridian Contrarian Fund
· Meridian Fund Inc| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Trust | FGTXX | Mar 2026 | 50,874,256 | $50.9M | 8.64% | STIV |
| 2 | STIT GOVT AND AGENCY INST | 000000000 | Mar 2026 | 24,469,473 | $24.5M | 4.16% | DBT |
| 3 | Texas Capital Bancshares, Inc. | TCBI | Mar 2026 | 180,737 | $17.1M | 2.91% | EC |
| 4 | Envista Holdings Corporation | NVST | Mar 2026 | 663,643 | $16.8M | 2.86% | EC |
| 5 | First Citizens BancShares Inc (Delaware) | FCNCA | Mar 2026 | 7,886 | $14.9M | 2.53% | EC |
| 6 | Regal Rexnord Corporation | RRX | Mar 2026 | 77,600 | $14.5M | 2.47% | EC |
| 7 | California Resources Corporation | CRC | Mar 2026 | 209,000 | $14.5M | 2.46% | EC |
| 8 | CACI International Inc. | CACI | Mar 2026 | 25,100 | $13.7M | 2.32% | EC |
| 9 | Sun Communities, Inc. | SUI | Mar 2026 | 97,312 | $12.3M | 2.08% | EC |
| 10 | Constellium SE | CSTM | Mar 2026 | 497,379 | $12.2M | 2.08% | EC |
| 11 | Evergy Inc | EVRG | Mar 2026 | 148,000 | $12.1M | 2.06% | EC |
| 12 | Trimble Inc | TRMB | Mar 2026 | 185,656 | $12.1M | 2.06% | EC |
| 13 | Dollar Tree Inc | DLTR | Mar 2026 | 110,125 | $12.1M | 2.05% | EC |
| 14 | BROOKFIELD RENEWABLE CORP | BEPC | Mar 2026 | 302,300 | $12.0M | 2.05% | EC |
| 15 | ADEIA INC | ADEA | Mar 2026 | 487,000 | $11.7M | 1.99% | EC |
| 16 | Cameco Corporation | CCJ | Mar 2026 | 106,789 | $11.6M | 1.97% | EC |
| 17 | VSE Corp. | VSEC | Mar 2026 | 60,500 | $11.2M | 1.90% | EC |
| 18 | BWX Technologies Inc. | BWXT | Mar 2026 | 54,500 | $11.1M | 1.89% | EC |
| 19 | Teleflex Incorporated | TFX | Mar 2026 | 87,400 | $10.5M | 1.78% | EC |
| 20 | Aritzia Inc | ATZAF | Mar 2026 | 127,216 | $10.4M | 1.76% | EC |
| 21 | Core & Main Inc | CNM | Mar 2026 | 202,000 | $10.0M | 1.70% | EC |
| 22 | Parsons Corporation | PSN | Mar 2026 | 182,800 | $9.9M | 1.68% | EC |
| 23 | Denison Mines Corp | DNN | Mar 2026 | 2,714,000 | $9.6M | 1.63% | EC |
| 24 | Advanced Drainage System Inc | WMS | Mar 2026 | 69,000 | $9.5M | 1.61% | EC |
| 25 | Coeur Mining Inc | CDE | Mar 2026 | 501,851 | $9.4M | 1.60% | EC |
| 26 | Crown Holdings Inc | CCK | Mar 2026 | 90,642 | $9.1M | 1.54% | EC |
| 27 | Consd Water Co | CWCO | Mar 2026 | 272,000 | $9.0M | 1.53% | EC |
| 28 | Neogen Corp | NEOG | Mar 2026 | 968,609 | $9.0M | 1.53% | EC |
| 29 | Ceva Inc | CEVA | Mar 2026 | 471,000 | $8.8M | 1.50% | EC |
| 30 | U-Haul Holding Co. | UHAL | Mar 2026 | 183,800 | $8.8M | 1.49% | EC |
| 31 | LPL Financial Holdings Inc. | LPLA | Mar 2026 | 28,835 | $8.7M | 1.47% | EC |
| 32 | NLIGHT INC | LASR | Mar 2026 | 151,023 | $8.6M | 1.46% | EC |
| 33 | Mirion Technologies Inc | MIR | Mar 2026 | 460,240 | $8.6M | 1.45% | EC |
| 34 | AXIS Capital Holdings Limited | AXS | Mar 2026 | 79,000 | $8.0M | 1.36% | EC |
| 35 | HONEST COMPANY INC (THE) | HNST | Mar 2026 | 2,548,546 | $7.5M | 1.27% | EC |
| 36 | Vici Properties Inc | VICI | Mar 2026 | 268,000 | $7.3M | 1.24% | EC |
| 37 | V.F. Corp | VFC | Mar 2026 | 423,975 | $7.2M | 1.22% | EC |
| 38 | PDF Solutions Inc | PDFS | Mar 2026 | 220,000 | $7.2M | 1.22% | EC |
| 39 | Transcat Inc. | TRNS | Mar 2026 | 97,500 | $7.2M | 1.22% | EC |
| 40 | Hillman Solutions Corp | HLMN | Mar 2026 | 860,000 | $7.2M | 1.22% | EC |
| 41 | Kornit Digital Limited | KRNT | Mar 2026 | 447,000 | $6.6M | 1.11% | EC |
| 42 | Triumph Financial Inc | TFIN | Mar 2026 | 107,836 | $6.4M | 1.09% | EC |
| 43 | Caesars Entertainment Inc. | CZR | Mar 2026 | 243,000 | $6.4M | 1.09% | EC |
| 44 | Nexgen Energy Ltd | NXE | Mar 2026 | 547,655 | $6.4M | 1.08% | EC |
| 45 | SKYRYSE INC SERIES C PREFERRED STOCK | 000000000 | Mar 2026 | 222,022 | $6.0M | 1.02% | EP |
| 46 | MAMA'S CREATIONS INC | MAMA | Mar 2026 | 380,000 | $5.8M | 0.99% | EC |
| 47 | James Hardie Industries PLC | JHX | Mar 2026 | 301,000 | $5.7M | 0.97% | EC |
| 48 | Ranpak Holdings Corp. | PACK | Mar 2026 | 1,583,000 | $5.7M | 0.96% | EC |
| 49 | PVH Corp. | PVH | Mar 2026 | 79,000 | $5.5M | 0.94% | EC |
| 50 | Universal Insurance Holdings Inc | UVE | Mar 2026 | 158,000 | $5.4M | 0.92% | EC |
| 51 | Energy Recovery Inc. | ERII | Mar 2026 | 516,000 | $5.2M | 0.88% | EC |
| 52 | Planet Labs Pbc | PL | Mar 2026 | 183,000 | $5.1M | 0.87% | EC |
| 53 | Advanced Micro Devices Inc. | AMD | Mar 2026 | 25,000 | $5.1M | 0.86% | EC |
| 54 | ATS Corporation (Canada) | ATS | Mar 2026 | 174,000 | $4.9M | 0.83% | EC |
| 55 | Floor And Decor Holding Inc. | FND | Mar 2026 | 94,000 | $4.8M | 0.81% | EC |
| 56 | ZENAS BIOPHARMA INC | ZBIO | Mar 2026 | 243,812 | $4.8M | 0.81% | EC |
| 57 | BlackBerry Ltd. | BB | Mar 2026 | 1,454,833 | $4.7M | 0.80% | EC |
| 58 | ORIC Pharmaceuticals Inc. | ORIC | Mar 2026 | 370,000 | $4.7M | 0.80% | EC |
| 59 | American Superconductor Corp. | AMSC | Mar 2026 | 135,432 | $4.6M | 0.78% | EC |
| 60 | Ambarella Inc | AMBA | Mar 2026 | 89,000 | $4.6M | 0.78% | EC |
| 61 | ON Semiconductor Corp. | ON | Mar 2026 | 72,000 | $4.5M | 0.76% | EC |
| 62 | Bruker Corporation | BRKR | Mar 2026 | 108,000 | $3.9M | 0.66% | EC |
| 63 | LEGEND BIOTECH CORP | LEGN | Mar 2026 | 200,821 | $3.6M | 0.62% | EC |
| 64 | Penguin Solutions Inc | PENG | Mar 2026 | 173,782 | $3.1M | 0.52% | EC |
| 65 | Tandem Diabetes Care Inc | TNDM | Mar 2026 | 159,000 | $3.0M | 0.52% | EC |
| 66 | ACV Auctions Inc | ACVA | Mar 2026 | 695,000 | $2.9M | 0.50% | EC |
| 67 | KNIFE RIVER CORP | KNF | Mar 2026 | 23,000 | $1.9M | 0.32% | EC |
| 68 | Klarna Group PLC | KLAR | Mar 2026 | 134,000 | $1.8M | 0.30% | EC |
| 69 | Fermi Inc. | FRMI | Mar 2026 | 273,000 | $1.6M | 0.27% | EC |
| 70 | Zevia PBC | ZVIA | Mar 2026 | 1,062,763 | $1.2M | 0.21% | EC |
| 71 | Precision BioSciences Inc. | DTIL | Mar 2026 | 179,140 | $985K | 0.17% | EC |
| 72 | Everspin Technologies Inc. | MRAM | Mar 2026 | 60,136 | $529K | 0.09% | EC |
| 73 | ALBIREO PHARMA INC | 000000000 | Mar 2026 | 150,750 | $372K | 0.06% | EC |
| 74 | SAMBATV COMMON SHARES | 000000000 | Mar 2026 | 15,368 | $208K | 0.04% | EC |
| 75 | SAMBATV COMMON SHARES IN ESCROW | 000000000 | Mar 2026 | 9,625 | $124K | 0.02% | EC |