LongPDFSJun 2026
PDF Solutions Inc.
PDF Solutions provides semiconductor manufacturing analytics through software, hardware and services that help customers improve yields and reduce development costs. Meridian…
Meridian Contrarian Fund
Bottom-up contrarian equity strategy focused on attractively valued, out-of-favor companies where company-specific operational improvements can drive long-term upside.6 published ideas
The Meridian Contrarian Fund seeks opportunities in companies facing temporary operational, cyclical or investor-sentiment challenges. Its research process focuses on identifying misunderstood assets and internal catalysts that can improve business performance and unlock value largely independently of macroeconomic conditions.
Ideas from Meridian Contrarian Fund
LongCRCJun 2026
California Resources Corp.
California Resources combines conventional California oil and gas production with additional assets including real estate and a developing carbon-management business. Meridian…
LongCEVAJun 2026
CEVA Inc.
CEVA licenses processor designs and software for connectivity and neural-processing markets, with exposure to Wi-Fi, Bluetooth, 5G, edge AI and robotics. Meridian identified the…
LongBBJun 2026
BlackBerry Limited
Meridian believes BlackBerry's QNX embedded operating system is a significantly underappreciated asset with broad adoption across automotive, industrial and medical applications…
LongCACIJun 2026
CACI International Inc.
CACI provides mission-critical information technology and defense capabilities to the U.S. government, which accounts for nearly all of its revenue. Meridian has owned the…
LongTRMBJun 2026
Trimble Inc.
Trimble provides positioning, modeling and data-analytics tools that digitize and automate workflows in construction, agriculture, transportation and geospatial markets. Meridian…
Letters covered
- Meridian Contrarian Fund June 30, 2026 UpdateJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.