KERRISDALE ADVISERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHC | 795K | $12.51M |
 | DAVA | 577K | $5.25M |
 | CRON | 469K | $1.30M |
 | FTRE | 358K | $3.02M |
 | NE | 352K | $9.95M |
 | PRTS | 252K | $179.55K |
 | IMXI | 189K | $2.64M |
 | ACMR | 177K | $6.91M |
 | KVUE | 164K | $2.67M |
 | PBR | 111K | $1.41M |
 | CPNG | 109K | $3.51M |
 | SYY | 101K | $8.35M |
 | CIB | 100K | $5.19M |
 | VAL | 97K | $4.75M |
 | PERI | 76K | $725.40K |
 | AVAL | 75K | $247.50K |
 | EC | 68K | $622.18K |
 | CART | 67K | $2.45M |
 | WMG | 67K | $2.27M |
 | ZM | 65K | $5.34M |
Sotera Health Company
SHC
Shares Held
795K
Value
$12.51M
Endava plc
DAVA
Shares Held
577K
Value
$5.25M
Cronos Group Inc.
CRON
Shares Held
469K
Value
$1.30M
Fortrea Holdings Inc.
FTRE
Shares Held
358K
Value
$3.02M
Noble Corporation Plc
NE
Shares Held
352K
Value
$9.95M
CarParts.com, Inc.
PRTS
Shares Held
252K
Value
$179.55K
International Money Express, Inc.
IMXI
Shares Held
189K
Value
$2.64M
ACM Research, Inc.
ACMR
Shares Held
177K
Value
$6.91M
Kenvue Inc.
KVUE
Shares Held
164K
Value
$2.67M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
111K
Value
$1.41M
Coupang, Inc.
CPNG
Shares Held
109K
Value
$3.51M
Sysco Corporation
SYY
Shares Held
101K
Value
$8.35M
Grupo Cibest S.A.
CIB
Shares Held
100K
Value
$5.19M
Valaris Limited
VAL
Shares Held
97K
Value
$4.75M
Perion Network Ltd.
PERI
Shares Held
76K
Value
$725.40K
Grupo Aval Acciones y Valores S.A.
AVAL
Shares Held
75K
Value
$247.50K
Ecopetrol S.A.
EC
Shares Held
68K
Value
$622.18K
Instacart (Maplebear Inc.)
CART
Shares Held
67K
Value
$2.45M
Warner Music Group Corp.
WMG
Shares Held
67K
Value
$2.27M
Zoom Communications, Inc.
ZM
Shares Held
65K
Value
$5.34M