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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Aug 31, 2026 | Meridian Contrarian Fund | 17.8% | - | BB, CACI, CEVA, CRC, PDFS, TRMB | AI, contrarian, Recovery, semiconductors, small caps, SMID Cap, technology, value | CACI TRMB CRC PDFS CEVA BB |
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| 2026 Q2 | Jul 25, 2026 | Miller Howard North American Energy Fund | - | - | APA, CNQ, COP, CRC, MPC, TRGP, TRP, VLO, WTTR | energy, Exploration & Production, LNG, Midstream, Natural Gas, North America, oil, Refiners | View | ||
| 2026 Q2 | Jul 20, 2026 | Invesco Small Cap Value Fund | 22.7% | 34.7% | ALGM, APA, AR, CHRD, COHR, CRC, ENTG, EQX.TO, ESAB, ESI, GL, JHX, MKSI, MSM, PNFP, RMBS, SEE, SIMO, TFX, WAL | AI, energy, financials, Intrinsic Value, semiconductors, small cap, technology, value | View | ||
| 2024 Q1 | Apr 15, 2024 | Meridian Contrarian Fund | 6.9% | 0.0% | AXS, BEPC, CACI, CCJ, CRC, FCNCA, NVTS, PRGO, QDEL, SG, SGH, THC, VICI | contrarian, earnings, healthcare, semiconductors, small caps, technology, turnaround, value | Fund holds positions in semiconductor companies including Navitas Semiconductor Corp., which designs and produces highly efficient power semiconductors and leads in Gallium Nitride (GaN) technology. The company overcame significant technological hurdles to create competitive advantages in power efficiency and charging speeds over traditional silicon. | THC SG SGH NVTS BEPC QDEL |
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| 2023 Q4 | Dec 31, 2023 | Meridian Contrarian Fund | 6.9% | 0.0% | ALEX, AMD, APA, CACI, CCJ, CRC, FCNCA, HNST, LEGN, PINS, PRGO, SGH, TAP, THC, VICI | Biotechnology, contrarian, energy, semiconductors, small caps, turnaround, value | AMD positioned as stronger competitor to Nvidia with compelling technology and superior products to Intel. The company unveiled details about upcoming GPU products for the AI market, with expectations that AMD's GPU servers will be a viable alternative to Nvidia. | PINS HNST AMD ADNT|APA|BPOP|FLR|KOS|OLN LEGN SGH |
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| 2024 Q2 | Jun 30, 2024 | Meridian Contrarian Fund | 6.9% | 0.0% | AMSC, AXS, BEPC, CACI, CCJ, CRC, CRNC, EYE, FCNCA, PRGO, SGH, THC, VICI | contrarian, healthcare, Renewable Energy, small cap, turnaround, value | Fund employs a contrarian value strategy seeking out-of-favor companies with depressed valuations and visible catalysts for sustainable improvement. The process screens for companies with multiple quarters of earnings declines and identifies those poised for earnings rebounds through turnaround plans or management changes. | BEPC AMSC THC PRGO CRNC EYE |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letters | Meridian Contrarian Fund | California Resources Corp. | Oil & Gas E&P | Oil & Gas Exploration & Production | Bear | New York Stock Exchange | California, carbon capture, Carbon Storage, energy transition, Equity, Oil & Gas Production, Post-Bankruptcy, Real Estate Assets, Special Situation, Value | 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. | ||||||||