KERRISDALE ADVISERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHC | 608K | $8.71M |
 | DAVA | 567K | $2.51M |
 | ADTN | 552K | $6.94M |
 | DV | 398K | $3.79M |
 | TDS | 298K | $12.54M |
 | NOK | 284K | $2.28M |
 | SNAP | 283K | $1.30M |
 | PRTS | 252K | $198.41K |
 | ACMR | 224K | $8.80M |
 | CRON | 172K | $431.43K |
 | KVUE | 171K | $2.94M |
 | PAYO | 163K | $786.45K |
 | CPNG | 150K | $2.84M |
 | LNSR | 139K | $830.76K |
 | UHAL-B | 127K | $5.68M |
 | SWKS | 127K | $6.80M |
 | MRVL | 114K | $11.28M |
 | PBR | 111K | $2.31M |
 | CVE | 111K | $2.94M |
 | LGN | 106K | $5.98M |
Sotera Health Company
SHC
Shares Held
608K
Value
$8.71M
Endava plc
DAVA
Shares Held
567K
Value
$2.51M
ADTRAN Holdings Inc.
ADTN
Shares Held
552K
Value
$6.94M
DoubleVerify Holdings, Inc.
DV
Shares Held
398K
Value
$3.79M
Telephone and Data Systems, Inc.
TDS
Shares Held
298K
Value
$12.54M
Nokia Oyj
NOK
Shares Held
284K
Value
$2.28M
Snap Inc.
SNAP
Shares Held
283K
Value
$1.30M
CarParts.com, Inc.
PRTS
Shares Held
252K
Value
$198.41K
ACM Research, Inc.
ACMR
Shares Held
224K
Value
$8.80M
Cronos Group Inc.
CRON
Shares Held
172K
Value
$431.43K
Kenvue Inc.
KVUE
Shares Held
171K
Value
$2.94M
Payoneer Global Inc.
PAYO
Shares Held
163K
Value
$786.45K
Coupang, Inc.
CPNG
Shares Held
150K
Value
$2.84M
LENSAR Inc
LNSR
Shares Held
139K
Value
$830.76K
U-Haul Holding Company
UHAL-B
Shares Held
127K
Value
$5.68M
Skyworks Solutions, Inc.
SWKS
Shares Held
127K
Value
$6.80M
Marvell Technology, Inc.
MRVL
Shares Held
114K
Value
$11.28M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
111K
Value
$2.31M
Cenovus Energy Inc.
CVE
Shares Held
111K
Value
$2.94M
Legence Corp. Class A Common stock
LGN
Shares Held
106K
Value
$5.98M