 | |
Meridian Funds13F | |
| Meridian Fund | |
| Last update 2013-08-31 | 149 Stocks (15 new) |
| Value $2.68 Bil | Turnover 13 % |
| Portfolio Report | |
Meridian Funds Profile
Richard Aster is the founder of Aster Investment Management Company. He managed both the Meridian Value Fund (MVALX) and the Meridian Growth Fund (MERDX) until he passed away in February of 2012.
Aster received his undergraduate and graduate degrees in economics from the University of California, Santa Barbara.In June of 2013, Aster Investment Management was acquired by Arrowpoint Partners.
Aster received his undergraduate and graduate degrees in economics from the University of California, Santa Barbara.In June of 2013, Aster Investment Management was acquired by Arrowpoint Partners.
Meridian Funds Investing Philosophy
Richard Aster invests in both growth and value stocks. His Meridian Value Fund seeks to achieve long-term capital growth. In this fund, Aster invests primarily in equities that are undervalued in relation to the company's long-term earning power or asset value, or the stock market in general.
Meridian Funds's Portfolio
Meridian Funds Current Holdings
| Ticker |
|---|
| Ticker |
BC |
GWR |
FNFG |
DELISTED:INFA |
NATI |
NVDA |
ITRI |
TPX |
OXY |
QLIK |
NGD |
UI |
DELISTED:CQB |
CSCO |
AAPL |
WWW |
FMC |
FLIR |
MASI |
HUM |
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
BC | Brunswick Corp | 834,900 | 26,675.00 | New Holding | 0.99 | +0.99% | 1.09 | -1.71% | -15.80% | 5,506.82 | Vehicles & Parts | |
GWR | Genesee & Wyoming Inc | 274,300 | 23,272.00 | New Holding | 0.87 | +0.87% | 0.48 | +1.09% | +51.15% | 6,381.61 | Transportation | |
FNFG | First Niagara Financial Group Inc | 1,419,700 | 14,296.00 | New Holding | 0.53 | +0.53% | 0.40 | -2.08% | -3.96% | 3,612.74 | Banks | |
DELISTED:INFA | Informatica Corp | 290,600 | 10,165.00 | New Holding | 0.38 | +0.38% | - | 0% | 0% | 0 | Software | |
NATI | National Instruments Corp | 288,400 | 8,058.00 | New Holding | 0.30 | +0.30% | 0.22 | +6.27% | +64.98% | 7,965.19 | Software | |
NVDA | NVIDIA Corp | 2,242,000 | 7,869.00 | New Holding | 0.29 | +0.29% | 0.02 | +43.76% | +77.17% | 2,193,375.00 | Semiconductors | |
ITRI | Itron Inc | 181,200 | 7,688.00 | New Holding | 0.29 | +0.29% | 0.40 | +29.51% | +26.80% | 4,389.36 | Hardware | |
TPX | Tempur Sealy International Inc | 690,800 | 7,582.00 | New Holding | 0.28 | +0.28% | 0.10 | -3.34% | -1.81% | 8,666.75 | Furnishings, Fixtures & Appliances | |
OXY | Occidental Petroleum Corp | 81,700 | 7,290.00 | New Holding | 0.27 | +0.27% | 0.01 | +16.48% | +13.93% | 60,084.58 | Oil & Gas | |
QLIK | Qlik Technologies Inc | 257,000 | 7,265.00 | New Holding | 0.27 | +0.27% | 0.27 | -1.45% | -3.66% | 2,894.87 | Software | |
NGD | New Gold Inc | 889,700 | 5,712.00 | New Holding | 0.21 | +0.21% | 0.13 | +46.77% | +24.66% | 1,249.82 | Metals & Mining | |
UI | Ubiquiti Inc | 215,500 | 3,780.00 | New Holding | 0.14 | +0.14% | 0.35 | -17.31% | -22.03% | 6,547.95 | Hardware | |
DELISTED:CQB | Chiquita Brands International Inc | 256,800 | 2,804.00 | New Holding | 0.10 | +0.10% | - | 0% | 0% | 0 | Consumer Packaged Goods | |
CSCO | Cisco Systems Inc | 28,000 | 681.00 | New Holding | 0.03 | +0.03% | 0 | -7.46% | -3.75% | 193,794.09 | Hardware | |
AAPL | Apple Inc | 33,600 | 476.00 | New Holding | 0.02 | +0.02% | 0 | -11.90% | -11.95% | 2,614,310.45 | Hardware | |
WWW | Wolverine World Wide Inc | 410,000 | 11,195.00 | +791.30% | 0.42 | +0.37% | 0.25 | +28.03% | +23.71% | 871.03 | Manufacturing - Apparel & Accessories | |
FMC | FMC Corp | 823,300 | 50,271.00 | +329.03% | 1.90 | +1.46% | 0.65 | +1.13% | -6.41% | 7,296.78 | Agriculture | |
FLIR | FLIR Systems Inc | 512,100 | 13,811.00 | +257.61% | 0.52 | +0.37% | 0.39 | +3.68% | +31.21% | 7,542.58 | Hardware | |
MASI | Masimo Corp | 609,110 | 12,913.00 | +130.20% | 0.48 | +0.27% | 1.10 | +6.96% | +16.15% | 7,203.60 | Medical Devices & Instruments | |
HUM | Humana Inc | 118,300 | 9,982.00 | +115.09% | 0.37 | +0.20% | 0.09 | -15.10% | -33.01% | 36,861.14 | Healthcare Plans |
Total 162
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