The Honest Company (HNST) Fell Due to Cautious Guidance
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Portolan Capital Management George Mccabe | 6,928,004 | $25,495,055 | +12% | 1.38% |
| 2. | Renaissance Technologies Jim Simons | 2,125,100 | $7,820,368 | -28% | 0.01% |
| 3. | Citadel Investment Group Ken Griffin | 1,300,324 | $4,785,193 | -58% | 0% |
| 4. | Millennium Management Israel Englander | 884,073 | $3,253,389 | -42% | 0% |
| 5. | D E Shaw D. E. Shaw | 558,693 | $2,055,990 | -54% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1.21 | 50,000 | $60,500.00 | 1,945,238 | 2023-09-15 | Filing | |
| $1.17 | 64,250 | $75,172.50 | 318,675 | 2023-09-15 | Filing | |
| $1.68 | 50,000 | $84,000.00 | 1,895,238 | 2023-05-23 | Filing | |
| $8.55 | 2,200 | $18,799.00 | 36,515 | 2021-12-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $2.53 | 5,049 | $12,773.97 | 858,649 | 2025-11-21 | Filing | |
| $2.60 | 10,595 | $27,547.00 | 399,662 | 2025-11-20 | Filing | |
| $2.60 | 97,505 | $253,513.00 | 2,901,488 | 2025-11-20 | Filing | |
| $2.60 | 5,071 | $13,184.60 | 285,808 | 2025-11-20 | Filing | |
| $2.60 | 11,849 | $30,807.40 | 556,739 | 2025-11-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,485,157 | $23,865,377 | 0% | |
| 2. | 5,313,265 | $19,552,815 | 0% | |
| 3. | 2,999,546 | $11,038,329 | 0.2% | |
| 4. | 2,332,192 | $8,582,467 | 0.01% | |
| 5. | 2,294,993 | $8,446,982 | 0% |