The Analysis of Kerrisdale Advisers, LLC's Holdings
Currently, Kerrisdale Advisers, LLC holds 76 types of securities in its portfolio with a total value $212.3M. In the most recent quarter, they have increased their positions in TDS (+506.1K shares, valued at $20.7M), SYY (+109.8K shares, valued at $8.1M), MELI (+3.5K shares, valued at $7.0M); decreased their positions in N/A (-24.3K shares, valued at $6.7M), NE (-204.4K shares, valued at $5.8M), WDC (-31.1K shares, valued at $5.4M); initiated new positions in TDS (+506.1K shares, valued at $20.7M), LRN (+59.7K shares, valued at $3.9M), LGN (+61.5K shares, valued at $2.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TDS TELEPHONE & DATA SYS INC506.1K sharesnew addition2025-12-312026-02-17
MELI MERCADOLIBRE INC8.6K shares68.72%2025-12-312026-02-17 SYY SYSCO CORP211.2K shares108.27%2025-12-312026-02-17 V VISA INC39.5K shares-0.48%2025-12-312026-02-17 ACMR ACM RESH INC263.5K shares49.21%2025-12-312026-02-17 SHC SOTERA HEALTH CO556.9K shares-29.98%2025-12-312026-02-17 AMZN AMAZON COM INC41.4K shares3.94%2025-12-312026-02-17 ALPHABET INC ALPHABET INC29.4K shares-13.38%2025-12-312026-02-17 KVUE KENVUE INC343.8K shares109.38%2025-12-312026-02-17 NE NOBLE CORP PLC147.6K shares-58.06%2025-12-312026-02-17 SNPS SYNOPSYS INC8.4K shares157.62%2025-12-312026-02-17 LRN STRIDE INC59.7K sharesnew addition2025-12-312026-02-17 UNP UNION PAC CORP16.4K shares0.00%2025-12-312026-02-17 APPF APPFOLIO INC16.0K shares8.38%2025-12-312026-02-17 DAVA ENDAVA PLC567.4K shares-1.63%2025-12-312026-02-17 GTM ZOOMINFO TECHNOLOGIES INC348.4K shares0.00%2025-12-312026-02-17 CART MAPLEBEAR INC73.0K shares9.76%2025-12-312026-02-17 ZM ZOOM COMMUNICATIONS INC37.8K shares-41.56%2025-12-312026-02-17 DEO DIAGEO PLC31.1K shares0.00%2025-12-312026-02-17 LGN LEGENCE CORP61.5K sharesnew addition2025-12-312026-02-17 UHAL.B U HAUL HOLDING COMPANY55.2K shares0.00%2025-12-312026-02-17 CPNG COUPANG INC109.1K shares0.00%2025-12-312026-02-17 AMRZ AMRIZE LTD47.0K sharesnew addition2025-12-312026-02-17 VAL VALARIS LTD50.0K shares-48.61%2025-12-312026-02-17 MSGE MADISON SQUARE GARDEN ENTMT43.0K shares-1.21%2025-12-312026-02-17 WMG WARNER MUSIC GROUP CORP66.5K shares0.00%2025-12-312026-02-17 RTO RENTOKIL INITIAL PLC68.8K shares0.00%2025-12-312026-02-17 ON ON SEMICONDUCTOR CORP37.2K shares0.00%2025-12-312026-02-17 MU MICRON TECHNOLOGY INC6.9K shares-53.90%2025-12-312026-02-17 WDC WESTERN DIGITAL CORP11.4K shares-73.19%2025-12-312026-02-17 UNH UNITEDHEALTH GROUP INC5.8K shares-55.24%2025-12-312026-02-17 ATKR ATKORE INC28.1K shares0.00%2025-12-312026-02-17 EATON CORP PLC EATON CORP PLC4.8K sharesnew addition2025-12-312026-02-17 WAB WABTEC6.9K shares-5.07%2025-12-312026-02-17 JOE ST JOE CO24.0K shares0.00%2025-12-312026-02-17 FOXF FOX FACTORY HLDG CORP83.0K shares45.34%2025-12-312026-02-17 KEYS KEYSIGHT TECHNOLOGIES INC6.6K shares0.00%2025-12-312026-02-17 PBR PETROLEO BRASILEIRO SA PETRO111.1K shares0.00%2025-12-312026-02-17 HSIC HENRY SCHEIN INC16.0K shares0.00%2025-12-312026-02-17 KNX KNIGHT-SWIFT TRANSN HLDGS IN22.6K shares0.00%2025-12-312026-02-17 LBRT LIBERTY ENERGY INC63.8K sharesnew addition2025-12-312026-02-17 KSPI KASPI KZ JSC13.7K shares0.00%2025-12-312026-02-17 GTLB GITLAB INC25.7K sharesnew addition2025-12-312026-02-17 CRL CHARLES RIV LABS INTL INC4.6K shares-38.42%2025-12-312026-02-17 PMTS CPI CARD GROUP INC60.8K shares0.00%2025-12-312026-02-17 CCJ CAMECO CORP9.7K shares-61.97%2025-12-312026-02-17 BAH BOOZ ALLEN HAMILTON HLDG COR9.5K shares0.00%2025-12-312026-02-17 PERI PERION NETWORK LTD75.6K shares0.00%2025-12-312026-02-17 KFY KORN FERRY10.5K shares0.00%2025-12-312026-02-17 EC ECOPETROL S A67.6K shares0.00%2025-12-312026-02-17 UHAL U HAUL HOLDING COMPANY12.7K shares0.00%2025-12-312026-02-17 CC CHEMOURS CO52.4K shares66.02%2025-12-312026-02-17 GFF GRIFFON CORP7.2K sharesnew addition2025-12-312026-02-17 OBE OBSIDIAN ENERGY LTD84.1K shares0.00%2025-12-312026-02-17 FI FISERV INC7.6K sharesnew addition2025-12-312026-02-17 LQDA LIQUIDIA CORPORATION14.8K shares52.39%2025-12-312026-02-17 NXE NEXGEN ENERGY LTD50.9K shares0.00%2025-12-312026-02-17 CRON CRONOS GROUP INC171.9K shares-63.33%2025-12-312026-02-17 HDSN HUDSON TECHNOLOGIES INC57.6K shares-10.11%2025-12-312026-02-17 RDDT REDDIT INC1.7K shares0.00%2025-12-312026-02-17 SNAP SNAP INC38.9K sharesnew addition2025-12-312026-02-17 AVAL GRUPO AVAL ACCIONES Y VALORE75.0K shares0.00%2025-12-312026-02-17 OXY OCCIDENTAL PETE CORP7.0K shares0.00%2025-12-312026-02-17 TENB TENABLE HLDGS INC11.7K shares0.00%2025-12-312026-02-17 MSFT MICROSOFT CORP567 shares-7.20%2025-12-312026-02-17 RCMT RCM TECHNOLOGIES INC12.9K shares0.00%2025-12-312026-02-17 NMM NAVIOS MARITIME PARTNERS L P4.6K shares0.00%2025-12-312026-02-17 DNN DENISON MINES CORP86.8K shares0.00%2025-12-312026-02-17 RICK RCI HOSPITALITY HLDGS INC9.3K sharesnew addition2025-12-312026-02-17 SSTK SHUTTERSTOCK INC10.8K shares0.00%2025-12-312026-02-17 BABA ALIBABA GROUP HLDG LTD1.4K shares-26.40%2025-12-312026-02-17 BOOM DMC GLOBAL INC20.5K shares0.00%2025-12-312026-02-17 PRTS CARPARTS COM INC252.5K shares0.00%2025-12-312026-02-17 LESLIES INC LESLIES INC23.8K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available