# Portfolio overlap — MFCIX vs SCSAX

Comparing **Meridian Contrarian Fund** (2026-03-31) and **Allspring Common Stock Fund** (2026-03-31).

- Shared positions: 10
- Meridian Contrarian Fund covered by Allspring Common Stock Fund: 0.1135196870804093438367642376
- Allspring Common Stock Fund covered by Meridian Contrarian Fund: 0.1135196870804093438367642375

## Meridian Contrarian Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MONEYMKT | 0.082791 |  |
| STIT GOVT AND AGENCY INST | 0.039821 |  |
| TEXAS CAPITAL BANCSHARES INC | 0.027907 | ✓ |
| ENVISTA HOLDINGS CORP | 0.027399 |  |
| FIRST CITIZENS BANCSHARES INC CL A | 0.024187 |  |
| REGAL REXNORD CORP | 0.023648 | ✓ |
| CALIFORNIA RESOU | 0.023543 |  |
| CACI INTL-A | 0.022215 |  |
| SUN COMMUNITIES INC - REIT | 0.019947 | ✓ |
| Constellium SE, Class A | 0.019895 |  |
| EVERGY INC | 0.019730 |  |
| TRIMBLE INC | 0.019708 |  |
| DOLLAR TREE INC | 0.019626 |  |
| BROOKFIELD RENEW | 0.019594 |  |
| ADEIA INC | 0.019044 |  |
| CAMECO CORP | 0.018875 |  |
| VSE CORP | 0.018155 |  |
| BWX TECHNOLOGIES INC | 0.018136 | ✓ |
| TELEFLEX INC | 0.017012 |  |
| ARITZIA INC-SUB | 0.016891 |  |
| CORE & MAIN IN-A | 0.016239 |  |
| PARSONS CORP | 0.016115 |  |
| DENISON MINES CO | 0.015591 |  |
| ADVANCED DRAINAGE SYSTEMS INC | 0.015398 |  |
| COEUR MINING INC | 0.015329 | ✓ |
| CROWN HOLDINGS INC | 0.014788 | ✓ |
| CONSOLIDATED WATER CO LTD | 0.014660 |  |
| NEOGEN CORP | 0.014644 |  |
| CEVA INC | 0.014318 |  |
| U-HAUL HOLDING CO | 0.014291 |  |
| LPL FINL HLDGS INC | 0.014116 |  |
| NLIGHT INC | 0.014014 |  |
| MIRION TECHNOLOGIES INC-A | 0.013923 | ✓ |
| AXIS CAPITAL HOLDINGS LTD | 0.013037 | ✓ |
| HONEST CO INC (THE) | 0.012193 |  |
| VICI PROPERTIES | 0.011915 |  |
| VF CORP | 0.011722 |  |
| PDF SOLUTIONS INC | 0.011711 |  |
| TRANSCAT INC | 0.011654 |  |
| HILLMAN SOLUTIONS CORP | 0.011644 |  |
| KORNIT DIGITAL LTD | 0.010664 |  |
| TRIUMPH FINANCIAL INC | 0.010470 |  |
| CAESARS ENTERTAINMENT INC | 0.010452 |  |
| NEXGEN ENERGY LT | 0.010338 |  |
| SKYRYSE INC SERIES C PREFERRED STOCK | 0.009764 |  |
| MAMA'S CREATIONS INC | 0.009486 |  |
| James Hardie Industries Public Limited Company | 0.009277 |  |
| RANPAK HOLDINGS CORP A | 0.009197 |  |
| PVH CORP | 0.008968 |  |
| UNIVERSAL INSURANCE HLDGS INC | 0.008783 |  |

## Allspring Common Stock Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ON SEMICONDUCTOR CORP | 0.022451 | ✓ |
| KIRBY CORP | 0.019634 |  |
| MARVELL TECHNOLOGY INC | 0.018377 |  |
| QXO INC | 0.017741 |  |
| WESCO INTL | 0.016632 |  |
| DYNATRACE INC | 0.016498 |  |
| API GROUP CORP | 0.016365 |  |
| HEALTHEQUITY INC | 0.016300 |  |
| AMERIS BANCORP | 0.016250 |  |
| LITTELFUSE INC | 0.016249 |  |
| REGAL REXNORD CORP | 0.016160 | ✓ |
| ALLIENT INC | 0.016152 |  |
| WINTRUST FINL | 0.016151 |  |
| BWX TECHNOLOGIES INC | 0.015775 | ✓ |
| TERRENO REALTY CORP | 0.015757 |  |
| APPLIED INDU TEC | 0.015569 |  |
| WESTLAKE CORP | 0.015553 |  |
| SUN COMMUNITIES INC - REIT | 0.015027 | ✓ |
| REINSURANCE GROUP OF AMERICA | 0.014925 |  |
| ROKU INC CLASS A | 0.014490 |  |
| BRUKER CORP | 0.014381 | ✓ |
| TOLL BROTHERS INC | 0.014311 |  |
| LIVANOVA PLC | 0.014216 |  |
| BURLINGTON STORES INC | 0.013824 |  |
| COMMERCIAL METALS CO | 0.013812 |  |
| TEXAS CAPITAL BANCSHARES INC | 0.013785 | ✓ |
| TALEN ENERGY CORP | 0.013663 |  |
| AZENTA INC | 0.013500 |  |
| LOUISIANA PACIFIC CORP | 0.013457 |  |
| OKTA INC CL A | 0.013330 |  |
| ASHLAND INC | 0.013050 |  |
| TELEDYNE TECHNOLOGIES INC | 0.013012 |  |
| V2X INC | 0.012888 |  |
| NATIONAL VISION HOLDINGS INC | 0.012652 |  |
| PLANET FITNESS INC CL A | 0.012647 |  |
| MIRION TECHNOLOGIES INC-A | 0.012642 | ✓ |
| REVOLVE GROUP INC | 0.012593 |  |
| ALLEGRO MICROSYSTEMS INC | 0.012587 |  |
| BIO RAD LABS CL A | 0.012571 |  |
| HERC HOLDINGS INC | 0.012528 |  |
| AZZ INC | 0.012486 |  |
| RALLIANT CORP | 0.012455 |  |
| ALASKA AIR GROUP INC | 0.012232 |  |
| ESAB CORP | 0.011973 |  |
| AXOS FINANCIAL INC | 0.011895 |  |
| Icon Public Limited Company | 0.011846 |  |
| MELROSE INDUSTRI | 0.011620 |  |
| CARLISLE COS INC | 0.011578 |  |
| COTERRA ENERGY INC | 0.011386 |  |
| MONTROSE ENVIRONMENTAL GROUP INC | 0.011203 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-023135` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/745467/000094040026023135/0000940400-26-023135-index.htm>
- N-PORT (fund B) — accession `0001410368-26-052350` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1081400/000141036826052350/0001410368-26-052350-index.htm>

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