ACV Auctions (ACVA) Fell Despite Positive Structural Advantages
Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Paradice Investment Management David Paradice | 5,021,589 | $36,105,225 | 5.76% | |
| 2. | Iridian Asset Management David Cohen And Harold Levy | 4,577,721 | $32,913,814 | -12% | 11.31% |
| 3. | SG Capital Management Ken Grossman And Glen Schneider | 2,394,572 | $17,216,973 | +30% | 1.42% |
| 4. | Walleye Capital Will England | 548,404 | $3,943,025 | -74% | 0.01% |
| 5. | NVerses Capital Jb Kim | 21,128 | $151,910 | 0.23% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $4.66 | 214,600 | $1,000,036.00 | 569,102 | 2026-02-26 | Filing | |
| $7.30 | 16,892 | $123,311.60 | 2,928,705 | 2026-02-09 | Filing | |
| $8.81 | 14,286 | $125,859.66 | 2,598,383 | 2026-01-12 | Filing | |
| $7.97 | 31,172 | $248,440.84 | 2,618,714 | 2025-12-15 | Filing | |
| $6.27 | 5,000 | $31,350.00 | 39,107 | 2025-11-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.85 | 1,750 | $15,487.50 | 72,473 | 2026-01-15 | Filing | |
| $8.03 | 1,750 | $14,052.50 | 55,554 | 2025-12-15 | Filing | |
| $8.00 | 1,750 | $14,000.00 | 54,488 | 2025-12-01 | Filing | |
| $8.84 | 1,750 | $15,470.00 | 54,488 | 2025-10-15 | Filing | |
| $10.11 | 1,750 | $17,692.50 | 56,750 | 2025-09-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,072,682 | $101,182,583 | 0% | |
| 2. | 4,165,875 | $29,952,641 | 0% | |
| 3. | 1,839,453 | $13,225,670 | 0.37% | |
| 4. | 1,500,000 | $10,785,000 | 0.01% | |
| 5. | 1,433,762 | $10,308,748 | 0% |