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Meridian Contrarian Fund's investment thesis on CACI International ($CACI) — Q2 2026 | Buyside Digest

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$CACINASDAQCACI International

NEUTRAL

Meridian Contrarian Fund—CACI

Fund Letter

Q2 2026

Published September 2, 2026

View Fund Profile

$644.18USD

+3.3% vs last month

$623.61Pitched

+3.3% since pitch

Market Cap$14.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Meridian Contrarian Fund returned 17.75% net in Q2 2026, underperforming the Russell 2500 Index's 20.26% return as momentum-driven technology stocks dominated small and mid-cap indices. The fund's top...

— ArrowMark Partners

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