Stock Taper

KERRISDALE ADVISERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sotera Health CompanySHC599.25K$10.64M
Endava plcDAVA567.42K$1.61M
Regal Rexnord CorporationRRX463.3K$110.35M
DoubleVerify Holdings, Inc.DV398.44K$4.32M
Hudson Technologies, Inc.HDSN299.98K$1.72M
Azenta, Inc.AZTA290.68K$7.42M
Snap Inc.SNAP234.83K$1.04M
Nokia OyjNOK190.97K$2.54M
Cronos Group Inc.CRON171.89K$477.84K
Kenvue Inc.KVUE170.81K$3.26M
Telephone and Data Systems, Inc.TDS163.76K$6.06M
Belden Inc.BDC143K$17.15M
Cenovus Energy Inc.CVE141.35K$3.5M
U-Haul Holding CompanyUHAL-B127.23K$7.34M
Skyworks Solutions, Inc.SWKS123.34K$8.36M
Forgent Power Solutions, Inc.FPS116.57K$6.51M
Petróleo Brasileiro S.A. - PetrobrasPBR111.13K$1.8M
Verra Mobility CorporationVRRM100.67K$427.85K
Wise Group plc Class A Ordinary SharesWSE99.95K$1.2M
Klaviyo, Inc.KVYO91.12K$1.38M