Kerrisdale Advisers, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Kerrisdale Advisers, LLC held in its portfolio 76 assets valued at $212,306,211 (i.e. $212.31M).
The most valuable assets in the portfolio included: TELEPHONE & DATA SYS INC ($20.75M), MERCADOLIBRE INC ($17.25M), and SYSCO CORP ($15.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Kerrisdale Advisers, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| TELEPHONE & DATA SYS INC | 506067 | 20748747 | COM NEW |
| MERCADOLIBRE INC | 8564 | 17250123 | COM |
| SYSCO CORP | 211229 | 15565465 | COM |
| VISA INC | 39472 | 13843225 | COM CL A |
| ACM RESH INC | 263482 | 10394365 | COM CL A |
| SOTERA HEALTH CO | 556854 | 9822905 | COM |
| AMAZON COM INC | 41371 | 9549254 | COM |
| ALPHABET INC | 29387 | 9198131 | CAP STK CL A |
| KENVUE INC | 343837 | 5931188 | COM |
| GRUPO CIBEST SA | 91110 | 5795507 | SPON ADS |
| NOBLE CORP PLC | 147621 | 4168817 | ORD SHS A |
| SYNOPSYS INC | 8406 | 3948466 | COM |
| STRIDE INC | 59665 | 3874048 | COM |
| UNION PAC CORP | 16402 | 3794111 | COM |
| APPFOLIO INC | 16016 | 3726122 | COM CL A |
| ENDAVA PLC | 567416 | 3586069 | ADS |
| ZOOMINFO TECHNOLOGIES INC | 348428 | 3543513 | COMMON STOCK |
| MAPLEBEAR INC | 73040 | 3285339 | COM |
| ZOOM COMMUNICATIONS INC | 37799 | 3261676 | CL A |
| DIAGEO PLC | 31133 | 2685844 | SPON ADR NEW |
| LEGENCE CORP | 61495 | 2646745 | CL A |
| U HAUL HOLDING COMPANY | 55241 | 2581964 | COM SER N |
| COUPANG INC | 109085 | 2573315 | CL A |
| AMRIZE LTD | 47050 | 2544464 | SHS |
| VALARIS LTD | 50024 | 2521210 | CL A |
| MADISON SQUARE GARDEN ENTMT | 42969 | 2315599 | COM CL A |
| WARNER MUSIC GROUP CORP | 66530 | 2040475 | COM CL A |
| RENTOKIL INITIAL PLC | 68778 | 2026200 | SPONSORED ADR |
| ON SEMICONDUCTOR CORP | 37210 | 2014922 | COM |
| MICRON TECHNOLOGY INC | 6942 | 1981316 | COM |
| WESTERN DIGITAL CORP | 11384 | 1961122 | COM |
| UNITEDHEALTH GROUP INC | 5828 | 1923881 | COM |
| ATKORE INC | 28074 | 1775681 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 5724 | 1576332 | ORD SHS |
| EATON CORP PLC | 4797 | 1527892 | SHS |
| WABTEC | 6925 | 1478141 | COM |
| ST JOE CO | 23990 | 1424286 | COM |
| FOX FACTORY HLDG CORP | 82979 | 1419771 | COM |
| KEYSIGHT TECHNOLOGIES INC | 6613 | 1343695 | COM |
| PETROLEO BRASILEIRO SA PETRO | 111126 | 1316843 | SPONSORED ADR |
| HENRY SCHEIN INC | 16026 | 1211245 | COM |
| KNIGHT-SWIFT TRANSN HLDGS IN | 22587 | 1180848 | CL A |
| LIBERTY ENERGY INC | 63805 | 1177840 | COM CL A |
| KASPI KZ JSC | 13665 | 1067646 | SPONSORED ADS |
| GITLAB INC | 25685 | 963958 | CLASS A COM |
| CHARLES RIV LABS INTL INC | 4593 | 916212 | COM |
| CPI CARD GROUP INC | 60796 | 892485 | COM NEW |
| CAMECO CORP | 9655 | 883336 | COM |
| BOOZ ALLEN HAMILTON HLDG COR | 9452 | 797371 | CL A |
| PERION NETWORK LTD | 75563 | 723894 | SHS NEW |
| KORN FERRY | 10488 | 692418 | COM NEW |
| ECOPETROL S A | 67555 | 676901 | SPONSORED ADS |
| U HAUL HOLDING COMPANY | 12714 | 640913 | COM |
| CHEMOURS CO | 52401 | 617808 | COM |
| GRIFFON CORP | 7150 | 526598 | COM |
| OBSIDIAN ENERGY LTD | 84060 | 515358 | COM |
| FISERV INC | 7630 | 512507 | COM |
| LIQUIDIA CORPORATION | 14820 | 511142 | COM NEW |
| NEXGEN ENERGY LTD | 50883 | 468252 | COM |
| CRONOS GROUP INC | 171886 | 452060 | COM |
| HUDSON TECHNOLOGIES INC | 57622 | 394711 | COM |
| REDDIT INC | 1715 | 394227 | CL A |
| SNAP INC | 38900 | 313923 | CL A |
| GRUPO AVAL ACCIONES Y VALORE | 75000 | 303750 | SPONSORED ADS |
| OCCIDENTAL PETE CORP | 7050 | 289896 | COM |
| TENABLE HLDGS INC | 11720 | 275772 | COM |
| MICROSOFT CORP | 567 | 274213 | COM |
| RCM TECHNOLOGIES INC | 12891 | 263557 | COM NEW |
| NAVIOS MARITIME PARTNERS L P | 4590 | 240654 | COM UNIT LPI |
| DENISON MINES CORP | 86800 | 230888 | COM |
| RCI HOSPITALITY HLDGS INC | 9253 | 220592 | COM |
| SHUTTERSTOCK INC | 10765 | 205612 | COM |
| ALIBABA GROUP HLDG LTD | 1366 | 200228 | SPONSORED ADS |
| DMC GLOBAL INC | 20492 | 137091 | COM |
| CARPARTS COM INC | 252495 | 126248 | COM |
| LESLIES INC | 23811 | 39288 | COM |
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