# Portfolio overlap — MVALX vs MASMX

Comparing **Meridian Contrarian Fund** (2026-03-31) and **Madison Small Cap Fund** (2026-04-30).

- Shared positions: 6
- Meridian Contrarian Fund covered by Madison Small Cap Fund: 0.09415839694715365735811592673
- Madison Small Cap Fund covered by Meridian Contrarian Fund: 0.09415839694715365735811592673

## 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 |  |

## Madison Small Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.058827 |  |
| ENCOMPASS HEALTH CORP | 0.040224 |  |
| SCOTTS MIRACLE GRO CO | 0.036245 |  |
| KNOWLES CORP | 0.035600 |  |
| HAYWARD HOLDINGS INC | 0.034850 |  |
| POWER INTEGRATIONS INC | 0.033588 |  |
| SHAKE SHACK INC - CLASS A | 0.032617 |  |
| CORE & MAIN IN-A | 0.032056 | ✓ |
| HEALTHEQUITY INC | 0.027446 |  |
| VIAVI SOLUTIONS INC | 0.026698 |  |
| CARLISLE COS INC | 0.026530 |  |
| VF CORP | 0.024578 | ✓ |
| TEXAS CAPITAL BANCSHARES INC | 0.023838 | ✓ |
| CTS CORP | 0.022772 |  |
| ENTEGRIS INC | 0.022462 |  |
| MOELIS & CO-CL A | 0.022326 |  |
| LEONARDO DRS INC | 0.020137 |  |
| AXIS CAPITAL HOLDINGS LTD | 0.019915 | ✓ |
| HANOVER INSURANCE GROUP INC | 0.018419 |  |
| OPTION CARE HEALTH INC | 0.018257 |  |
| BOX INC- CLASS A | 0.018233 |  |
| COMMVAULT SYSTEMS INC | 0.018218 |  |
| MIRION TECHNOLOGIES INC-A | 0.018193 | ✓ |
| WORKIVA INC | 0.018161 |  |
| REVOLVE GROUP INC | 0.018159 |  |
| CRANE CO | 0.017804 |  |
| HEXCEL CORPORATION | 0.016884 |  |
| EDGEWELL PERSONAL CARE CO | 0.016681 |  |
| PRIMO BRANDS CORP A | 0.016076 |  |
| ADVANCED DRAINAGE SYSTEMS INC | 0.015958 | ✓ |
| AAON INC | 0.015636 |  |
| MUELLER WATER PRODUCTS INC A | 0.015602 |  |
| CHARLES RIVER LABS INTL INC | 0.015382 |  |
| GITLAB INC-CL A | 0.015373 |  |
| MEDPACE HOLDINGS INC | 0.014309 |  |
| MATADOR RESOURCES COMPANY | 0.013876 |  |
| PROCORE TECHNOLOGIES INC | 0.013841 |  |
| BRP GROUP INC-A | 0.012961 |  |
| OLIN CORP | 0.012373 |  |
| FORMFACTOR INC | 0.012329 |  |
| AMPLITUDE INC | 0.012279 |  |
| EAGLE MATERIALS INC | 0.012085 |  |
| ICU MEDICAL INC | 0.011839 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.011706 |  |
| CRANE NXT CO | 0.011084 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.011005 |  |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.010818 |  |
| CELANESE CORP | 0.010470 |  |
| VERICEL CORP | 0.009583 |  |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.005696 |  |


## 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 `0001410368-26-064083` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1040612/000141036826064083/0001410368-26-064083-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_