SGH Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
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	View
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	View
2023 Q3	Sep 30, 2023	Meridian Growth Fund	6.8%	0.0%	ALEX, CACI, CCJ, DBRG, FCNCA, PRGO, SGH, TAP, TRMB, VICI	contrarian, energy, financials, small caps, technology, value			View
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	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Meridian Contrarian Fund	Smart Global Holdings, Inc.	Information Technology	Technology Hardware, Storage & Peripherals	Bull	NASDAQ	AI, HPC, IoT, Memory, semiconductors, technology, turnaround, Value	View Pitch
Apr 13, 2026	Fund Letters	Meridian Contrarian Fund	SMART Global Holdings, Inc.	Information Technology	Technology Hardware, Storage & Peripherals	Bull	NASDAQ	Artificial Intelligence, capital allocation, Cyclical upturn, data centers, high-performance computing, Internet of Things, LEDs, Memory, technology	View Pitch

BSD Shareholders of SGH

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of SGH

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