Holdings
Meridian Contrarian Fund
As of Jun 30, 2026, Meridian Contrarian Fund reported 72 positions worth US$618M. Largest: Texas Capital Bancshares, Inc., Envista Holdings Corporation and Regal Rexnord Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Texas Capital Bancshares, Inc. | 171K | US$17.6M | −10,000 | Jun 30, 2026 |
| Envista Holdings Corporation | 664K | US$17.5M | no change | Jun 30, 2026 |
| Regal Rexnord Corporation | 69,600 | US$16.6M | −8,000 | Jun 30, 2026 |
| First Citizens Bancshares, Inc. | 7,886 | US$16.4M | no change | Jun 30, 2026 |
| Vse Corporation | 62,400 | US$14.3M | +1,900 | Jun 30, 2026 |
| Pdf Solutions, Inc. | 199K | US$14.1M | −21,000 | Jun 30, 2026 |
| Blackberry Limited | 1.1M | US$13.9M | −355K | Jun 30, 2026 |
| Dollar Tree, Inc. | 110K | US$13.3M | no change | Jun 30, 2026 |
| Adeia Inc. | 401K | US$13.2M | −86,000 | Jun 30, 2026 |
| Caesars Entertainment, Inc. | 431K | US$13M | +188K | Jun 30, 2026 |