Adeia (ADEA) Benefited from Recent Licensing Successes
Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Contrarian Fund”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Rubric Capital Management David Rosen | 2,126,633 | $70,030,025 | -51% | 0.64% |
| 2. | Harvey Partners Jeffrey Moskowitz | 1,622,353 | $53,424,084 | -42% | 3.66% |
| 3. | Select Equity Group Robert Joseph Caruso | 803,196 | $26,449,244 | +57% | 0.13% |
| 4. | Irenic Capital Management Adam Katz And Andy Dodge | 634,772 | $20,903,042 | +218% | 1% |
| 5. | Portolan Capital Management George Mccabe | 443,060 | $14,589,966 | -40% | 0.55% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.73 | 2,132 | $25,000.00 | 171,814 | 2020-09-08 | Filing | |
| $11.44 | 1,314 | $15,030.06 | 17,251 | 2020-09-04 | Filing | |
| $12.13 | 4,000 | $48,500.00 | 37,708 | 2020-09-03 | Filing | |
| $12.12 | 2,475 | $29,989.58 | 15,937 | 2020-09-02 | Filing | |
| $12.58 | 2,000 | $25,159.20 | 605,963 | 2020-08-31 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $31.75 | 99,342 | $3,154,108.50 | 312,913 | 2026-05-13 | Filing | |
| $9.91 | 20,487 | $203,026.17 | 142,246 | 2023-11-20 | Filing | |
| $15.61 | 5,000 | $78,052.50 | 36,773 | 2022-05-02 | Filing | |
| $20.00 | 10,000 | $200,000.00 | 185,729 | 2021-12-07 | Filing | |
| $21.77 | 10,000 | $217,672.00 | 203,324 | 2021-03-31 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,408,648 | $573,266,771 | 0.01% | |
| 2. | 13,713,908 | $451,525,906 | 0.09% | |
| 3. | 8,753,578 | $288,255,324 | 0.01% | |
| 4. | 5,996,066 | $197,450,466 | 0.01% | |
| 5. | 4,847,633 | $159,632,555 | 0% |