What Makes Perrigo Company plc (PRGO) an Attractive Bet?
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Philosophy Capital Jacob Rubin | 2,402,384 | $61,693,221 | +76% | 3.59% |
2. | Citadel Investment Group Ken Griffin | 2,218,232 | $56,964,198 | -20% | 0.01% |
3. | Diamond Hill Capital Ric Dillon | 1,940,067 | $49,820,921 | +84% | 0.21% |
4. | Clearline Capital Marc Majzner | 1,830,419 | $47,005,160 | +18% | 1.29% |
5. | 1,000,000 | $25,680,000 | 1.44% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$27.90 | 1,000 | Officer | 101,853 | 2024-05-28 | Filing | |
$27.26 | 2,490 | Officer | 16,122 | 2024-03-05 | Filing | |
$26.44 | 1,545 | Officer | 12,446 | 2024-02-29 | Filing | |
$29.34 | 2,040 | Officer | 10,901 | 2023-11-16 | Filing | |
$26.30 | 371 | Officer | 25,476 | 2024-03-01 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$27.30 | 8,954 | Director | 6,009 | 2024-09-13 | Filing | |
$29.40 | 13,000 | Officer | 20,553 | 2024-08-26 | Filing | |
$27.43 | 6,683 | Officer | 7,000 | 2024-08-20 | Filing | |
$27.46 | 7,800 | Officer | 73,553 | 2024-08-20 | Filing | |
$27.86 | 20,500 | Officer | 81,353 | 2024-08-20 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 14,994,309 | $482,516,863 | 0.01% | |
2. | 13,343,227 | $429,385,033 | 0.01% | |
3. | 6,277,428 | $202,007,142 | 0.05% | |
4. | 4,559,249 | $146,716,633 | 0% | |
5. | 3,995,093 | $128,562,093 | 8.2% |