MFCAX holdings — Meridian Contrarian Fund
Meridian Contrarian Fund (MFCAX) held 79 positions with net assets of $679M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 28.2% of the fund, led by FGTXX, TCBI, NVST.
MFCAX top holdings
- FGTXX GOLDMAN SACHS TRUST — 7.61% ($51.7M)
- TCBI TEXAS CAPITAL BANCSHARES INC — 2.59% ($17.6M)
- NVST ENVISTA HOLDINGS CORP — 2.57% ($17.5M)
- RRX REGAL REXNORD CORP — 2.44% ($16.6M)
- FCNCA FIRST CITIZENS BANCSHARES INC — 2.42% ($16.4M)
- AGPXX STIT GOVT AND AGENCY INST — 2.37% ($16.1M)
- VSEC VSE CORP — 2.10% ($14.3M)
- PDFS PDF SOLUTIONS INC — 2.07% ($14.1M)
- BB BLACKBERRY LTD — 2.05% ($13.9M)
- DLTR DOLLAR TREE INC — 1.96% ($13.3M)
- ADEA ADEIA INC — 1.94% ($13.2M)
- CZR CAESARS ENTERTAINMENT INC — 1.91% ($13.0M)
- RAL RALLIANT CORP — 1.81% ($12.3M)
- EVRG EVERGY INC — 1.74% ($11.8M)
- SUI SUN COMMUNITIES INC — 1.72% ($11.7M)
- CACI CACI INTERNATIONAL INC — 1.71% ($11.6M)
- ATZAF ARITZIA INC — 1.66% ($11.3M)
- PACK RANPAK HOLDINGS CORP — 1.65% ($11.2M)
- TFX TELEFLEX INC — 1.63% ($11.1M)
- BEPC BROOKFIELD RENEWABLE CORP — 1.61% ($11.0M)
- CEVA CEVA INC — 1.59% ($10.8M)
- HNST HONEST COMPANY INC (THE) — 1.57% ($10.7M)
- MIR MIRION TECHNOLOGIES INC — 1.55% ($10.5M)
- TRNS TRANSCAT INC — 1.53% ($10.4M)
- NEOG NEOGEN CORP — 1.53% ($10.4M)
What are MFCAX's top 10 holdings?
FGTXX (7.6%), TCBI (2.6%), NVST (2.6%), RRX (2.4%), FCNCA (2.4%), AGPXX (2.4%), VSEC (2.1%), PDFS (2.1%), BB (2.0%), DLTR (2.0%).
How many stocks are in MFCAX?
Meridian Contrarian Fund reported 79 holdings as of June 30, 2026.
Share classes: MFCAX, MFCCX, MFCIX, MFCRX, MVALX