FundWatcher
MFCAX
Meridian Contrarian Fund
Meridian Fund Inc

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
COEUR MINING INC 0 501,851 501,851 1.53% $9.42M
CAESARS ENTERTAINMENT INC 0 243,000 243,000 1.05% $6.42M
ATS CORP 0 174,000 174,000 0.80% $4.91M
ON SEMICONDUCTOR CORP 0 72,000 72,000 0.73% $4.46M
ACV AUCTIONS INC CL A 0 695,000 695,000 0.48% $2.95M
KNIFE RIVER HOLDING CO W/I 0 23,000 23,000 0.31% $1.88M
KLARNA GROUP PLC 0 134,000 134,000 0.29% $1.75M
PRECISION BIOSCIENCES INC 0 179,140 179,140 0.16% $985.27K
EVERSPIN TECHNOLOGIES INC 0 60,136 60,136 0.09% $528.60K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
LIVERAMP HOLDINGS INC 345,314 0 -345,314 0.00% -$10.14M
NEW GOLD INC 1,124,000 0 -1,124,000 0.00% -$9.79M
DIGITALBRIDGE GROUP INC 399,121 0 -399,121 0.00% -$6.12M
CERTARA INC 429,000 0 -429,000 0.00% -$3.78M
BEST BUY CO INC 45,000 0 -45,000 0.00% -$3.01M
CORSAIR GAMING INC 489,000 0 -489,000 0.00% -$2.90M
GROCERY OUTLET HOLDING CORP 268,000 0 -268,000 0.00% -$2.71M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MONEYMKT 31,153,951 50,874,256 19,720,305 8.28% $19.72M
STIT GOVT AND AGENCY INST 11,820,504 24,469,473 12,648,969 3.98% $12.65M
REGAL REXNORD CORP 74,600 77,600 3,000 2.36% $4.06M
SUN COMMUNITIES INC - REIT 60,312 97,312 37,000 1.99% $4.78M
TRIMBLE INC 139,656 185,656 46,000 1.97% $1.17M
VSE CORP 57,000 60,500 3,500 1.82% $1.31M
TELEFLEX INC 76,000 87,400 11,400 1.70% $1.18M
PARSONS CORP 144,613 182,800 38,187 1.61% $965.19K
ADVANCED DRAINAGE SYSTEMS INC 66,000 69,000 3,000 1.54% -$96.81K
CONSOLIDATED WATER CO LTD 262,000 272,000 10,000 1.47% -$237.34K
LPL FINL HLDGS INC 25,835 28,835 3,000 1.41% -$553.05K
TRANSCAT INC 54,000 97,500 43,500 1.17% $4.10M
HILLMAN SOLUTIONS CORP 671,000 860,000 189,000 1.16% $1.34M
TRIUMPH FINANCIAL INC 50,314 107,836 57,522 1.05% $3.28M
James Hardie Industries Public Limited Company 228,000 301,000 73,000 0.93% $969.94K
RANPAK HOLDINGS CORP A 1,446,000 1,583,000 137,000 0.92% -$2.17M
ENERGY RECOVERY INC 377,000 516,000 139,000 0.85% $110.39K
BLACKBERRY LTD 1,326,833 1,454,833 128,000 0.77% -$315.04K
AMER SUPERCONDTR 110,432 135,432 25,000 0.75% $1.41M
AMBARELLA INC 55,000 89,000 34,000 0.75% $685.08K
BRUKER CORP 33,000 108,000 75,000 0.63% $2.35M
TANDEM DIABETES CARE INC 139,000 159,000 20,000 0.50% -$7.19K
FERMI INC 193,000 273,000 80,000 0.26% $50.32K
ZEVIA PBC-A 812,763 1,062,763 250,000 0.20% -$642.18K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FIRST CITIZENS BANCSHARES INC CL A 9,339 7,886 -1,453 2.42% -$5.18M
CALIFORNIA RESOU 230,000 209,000 -21,000 2.35% $4.18M
CACI INTL-A 26,200 25,100 -1,100 2.22% -$308.48K
Constellium SE, Class A 603,379 497,379 -106,000 1.99% $851.88K
EVERGY INC 164,000 148,000 -16,000 1.97% $235.80K
DOLLAR TREE INC 135,125 110,125 -25,000 1.96% -$4.56M
ADEIA INC 585,000 487,000 -98,000 1.90% $1.61M
CAMECO CORP 125,789 106,789 -19,000 1.89% $89.92K
ARITZIA INC-SUB 163,216 127,216 -36,000 1.69% -$3.57M
DENISON MINES CO 3,327,000 2,714,000 -613,000 1.56% $730.60K
CROWN HOLDINGS INC 118,642 90,642 -28,000 1.48% -$3.13M
NEOGEN CORP 1,116,609 968,609 -148,000 1.46% $1.19M
CEVA INC 511,000 471,000 -40,000 1.43% -$2.20M
U-HAUL HOLDING CO 217,800 183,800 -34,000 1.43% -$2.20M
NLIGHT INC 416,717 151,023 -265,694 1.40% -$7.02M
MIRION TECHNOLOGIES INC-A 585,000 460,240 -124,760 1.39% -$5.14M
AXIS CAPITAL HOLDINGS LTD 130,000 79,000 -51,000 1.30% -$5.91M
PDF SOLUTIONS INC 344,000 220,000 -124,000 1.17% -$2.62M
UNIVERSAL INSURANCE HLDGS INC 215,000 158,000 -57,000 0.88% -$1.87M
PLANET LABS PBC A 313,000 183,000 -130,000 0.83% -$1.06M
PENGUIN SOLUTIONS INC 582,782 173,782 -409,000 0.50% -$8.34M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TEXAS CAPITAL BANCSHARES INC 180,737 180,737 0 2.79% $784.40K
ENVISTA HOLDINGS CORP 663,643 663,643 0 2.74% $2.43M
BROOKFIELD RENEW 302,300 302,300 0 1.96% $450.43K
BWX TECHNOLOGIES INC 54,500 54,500 0 1.81% $1.72M
CORE & MAIN IN-A 202,000 202,000 0 1.62% -$519.14K
HONEST CO INC (THE) 2,548,546 2,548,546 0 1.22% $917.48K
VICI PROPERTIES 268,000 268,000 0 1.19% -$214.40K
VF CORP 423,975 423,975 0 1.17% -$462.13K
KORNIT DIGITAL LTD 447,000 447,000 0 1.07% $125.16K
NEXGEN ENERGY LT 547,655 547,655 0 1.03% $1.31M
SKYRYSE INC SERIES C PREFERRED STOCK 222,022 222,022 0 0.98% $932
MAMA'S CREATIONS INC 380,000 380,000 0 0.95% $703.00K
PVH CORP 79,000 79,000 0 0.90% $216.46K
ADV MICRO DEVICE 25,000 25,000 0 0.83% -$268.25K
FLOOR & DECOR-A 94,000 94,000 0 0.78% -$948.46K
ZENAS BIOPHARMA INC 243,812 243,812 0 0.78% -$4.09M
ORIC PHARMACEUTICALS INC 370,000 370,000 0 0.76% $1.66M
LEGEND BIOTECH CORP SPON ADR 200,821 200,821 0 0.59% -$733.00K
CONTRA ALBIREO PHARMA 150,750 150,750 0 0.06% -$194
SAMBATV COMMON SHARES 15,368 15,368 0 0.03% -$36.58K
SAMBATV COMMON SHARES IN ESCROW 9,625 9,625 0 0.02% -$21.85K

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.