MVAL.X — Meridian Fund, Inc. - Meridian Contrarian Fund 13F holdings and portfolio analysis
Sign in to clone a new branch from the selected plan, then continue optimizing in the new branch.
Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The latest change list shows FCNC.A unchanged to 4.04%; DLTR unchanged to 3.34%; TCBI unchanged to 3.30%. Combined with top 5 16.72%, top 10 29.95%, top 20 51.84%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by FCNC.A (First Citizens BancShares, Inc.) 4.04%, DLTR (Dollar Tree, Inc.) 3.34%, and TCBI (Texas Capital Bancshares, Inc.) 3.30%, with sector exposure of Industrials 22.84%, Information Technology 21.11%, and Financials 15.35%. The baseline metrics show return 6.98%, alpha -0.62%, beta 0.55, Sharpe 0.64, Sortino 0.79, and max drawdown -26.88%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The strongest recent period was 2024-12-31 (0.42% strategy return, -3.63% benchmark, 4.04% excess, 8.07% turnover), while the weakest was 2025-12-31 (0.88% strategy return, 9.57% benchmark, -8.69% excess, 11.26% turnover). Those periods should be read alongside baseline metrics of return 6.98%, alpha -0.62%, beta 0.55, Sharpe 0.64, Sortino 0.79, and max drawdown -26.88% to judge whether returns came from persistent exposure or a narrow timing window.