Meridian Contrarian Fund – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Meridian Contrarian Fund during the 2025 Q4 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| FCNCA | 9,339 | $2146.16 | Increased | 1.95% | 3.61% | $20.04M | 2025 Q4 |
| TCBI | 180,737 | $90.54 | Increased | 2.11% | 2.95% | $16.36M | 2025 Q4 |
| CSTM | 603,379 | $18.85 | Increased | 33.52% | 2.05% | $11.37M | 2025 Q4 |
| CEVA | 511,000 | $21.52 | Increased | 29.37% | 1.98% | $11M | 2025 Q4 |
| UHAL | 217,800 | $50.41 | Increased | 38.02% | 1.98% | $10.98M | 2025 Q4 |
| CNM | 202,000 | $51.97 | Increased | 12.85% | 1.89% | $10.5M | 2025 Q4 |
| RRX | 74,600 | $140.32 | Increased | 7.18% | 1.89% | $10.47M | 2025 Q4 |
| CRC | 230,000 | $44.71 | Increased | 29.21% | 1.85% | $10.28M | 2025 Q4 |
| ADEA | 585,000 | $17.25 | Increased | 31.76% | 1.82% | $10.09M | 2025 Q4 |
| VSEC | 57,000 | $172.77 | Increased | 14.00% | 1.77% | $9.85M | 2025 Q4 |
| PDFS | 344,000 | $28.53 | Increased | 14.67% | 1.77% | $9.81M | 2025 Q4 |
| TFX | 76,000 | $122.04 | Increased | 52.00% | 1.67% | $9.28M | 2025 Q4 |
| PSN | 144,613 | $61.8 | Increased | 15.69% | 1.61% | $8.94M | 2025 Q4 |
| DNN | 3,327,000 | $2.66 | Increased | 15.04% | 1.59% | $8.85M | 2025 Q4 |
| KRNT | 447,000 | $14.38 | Increased | 128.06% | 1.16% | $6.43M | 2025 Q4 |
| FND | 94,000 | $60.89 | Buy | 100.00% | 1.03% | $5.72M | 2025 Q4 |
| PVH | 79,000 | $67.03 | Buy | 100.00% | 0.95% | $5.3M | 2025 Q4 |
| ERII | 377,000 | $13.49 | Buy | 100.00% | 0.92% | $5.09M | 2025 Q4 |
| NXE | 547,655 | $9.2 | Increased | 11.16% | 0.91% | $5.04M | 2025 Q4 |
| BB | 1,326,833 | $3.79 | Increased | 3.92% | 0.91% | $5.03M | 2025 Q4 |
| JHX | 228,000 | $20.75 | Increased | 21.28% | 0.85% | $4.73M | 2025 Q4 |
| TFIN | 50,314 | $62.63 | Buy | 100.00% | 0.57% | $3.15M | 2025 Q4 |
| TRNS | 54,000 | $56.72 | Buy | 100.00% | 0.55% | $3.06M | 2025 Q4 |
| TNDM | 139,000 | $21.98 | Buy | 100.00% | 0.55% | $3.06M | 2025 Q4 |
| BBY | 45,000 | $66.93 | Buy | 100.00% | 0.54% | $3.01M | 2025 Q4 |