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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | Meridian Small Cap Growth Fund | 6.2% | 0.0% | ACVA, ALIT, BYRN, CARG, CNCL, FORR, LZ, MATX, MIR, MMSI, NRGN, QDEL, RBA, SG, STNE, TPB | Automation, Diagnostics, growth, healthcare, small cap, technology | The fund holds multiple healthcare positions including QuidelOrtho Corporation in diagnostics, Consensus Cloud Solutions serving healthcare data security, and Neurogene in gene therapy. Healthcare IT staffing issues are creating macro pressure on enterprise-level adoptions. | SG NRGN BYRN FORR QDEL CNCL |
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| 2024 Q4 | Feb 10, 2025 | Meridian Small Cap Growth Fund | 2.8% | 11.7% | AGS, ALIT, ANGI, BYRN, CARG, CCSI, MIR, RBA, SMAR, STNE, TMDX, TPB, WAY | growth, healthcare, nuclear, Quality, risk management, small caps, technology | Mirion Technologies operates in industries with strong secular trends tied to rising demand for nuclear power, including AI-related data center energy needs. The company provides critical technologies for the nuclear power sector with recurring revenues. | ANGI SRI TMDX BYRN TPB MRAD |
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| 2024 Q3 | Sep 30, 2024 | Meridian Small Cap Growth Fund | 6.2% | 0.0% | AGS, BYRN, CARG, EVRI, LZ, MIR, MMSI, RBA, SEAT, SMAR, SRI, TMDX, TPB | Automotive, consumer, gaming, growth, healthcare, small caps | The fund holds Everi Holdings, a gaming technology company with hardware manufacturing and financial technology segments. The stock rose after a private equity acquisition offer at a 56% premium, reinforcing confidence in the financial technology segment. | TPB EVRI BYRN VICI LZ STRI |
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| 2024 Q2 | Jun 30, 2024 | Meridian Small Cap Growth Fund | 6.2% | 0.0% | ACVA, AGS, ALIT, BYRN, CARG, LZ, MIR, MMSI, RBA, SILK, SMAR, STNE, TMDX, TPB | downside protection, growth, Medical Devices, Quality, small caps, technology | The fund holds multiple medical technology companies including TransMedics Group with their revolutionary organ transplant technology and Silk Road Medical with their minimally invasive carotid artery treatment. These companies are taking market share with innovative solutions that improve patient outcomes. | AGS SILK TMDX ALIT BYRN LZ |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Meridian Small Cap Growth Fund | Byrna Technologies, Inc. | Industrials | Aerospace & Defense | Bull | NASDAQ | Amazon, Consumer products, direct-to-consumer, e-commerce, law enforcement, Non-Lethal Weapons, Personal Defense, Self-defense | View Pitch |
| Apr 13, 2026 | Fund Letters | Meridian Small Cap Growth Fund | Byrna Technologies, Inc. | Industrials | Aerospace & Defense | Bull | NASDAQ | Consumer products, direct-to-consumer, e-commerce, innovation, law enforcement, Non-lethal Defense, Personal Security | View Pitch |
| Apr 13, 2026 | Fund Letters | Meridian Small Cap Growth Fund | Byrna Technologies, Inc. | Industrials | Aerospace & Defense | Bull | NASDAQ | Advertising Strategy, Amazon, e-commerce, law enforcement, No Background Checks, Non-lethal Defense, Revenue Growth, Self-defense Solutions | View Pitch |
| Apr 13, 2026 | Fund Letters | Meridian Small Cap Growth Fund | Byrna Technologies, Inc. | Industrials | Aerospace & Defense | Bull | NASDAQ | Amazon, Consumer products, direct-to-consumer, e-commerce, law enforcement, Non-lethal Defense, Self-defense | View Pitch |
| Sep 16, 2025 | Short Thesis | Bonitas | Byrna Technologies Inc | Industrials | Aerospace & Defense (Non-Lethal Weapons) | Bear | NASDAQ | Equity raises, Margins, Non-lethal, Security, TAM | View Pitch |
| Sep 10, 2025 | Substack | Shareholders Unite | Byrna Technologies Inc. | Industrials | Aerospace & Defense | Bull | brand awareness, consumer lifestyle brand, innovation, less-lethal self-defense, Market expansion, non-lethal alternatives, professional security market, Pull-Pierce technology, regulatory compliance, strategic acquisitions | View Pitch | |
| Aug 13, 2025 | Seeking Alpha | Number Cruncher | Byrna Technologies Inc. | Industrials | Aerospace & Defense | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Patrick Doyle | Byrna Technologies Inc. | Industrials | Aerospace & Defense | Bull | NASDAQ | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||