KERRISDALE ADVISERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DAVA | 567K | $3.59M |
 | SHC | 557K | $9.82M |
 | TDS | 506K | $20.75M |
 | KVUE | 344K | $5.93M |
 | ACMR | 263K | $10.39M |
 | PRTS | 252K | $126.25K |
 | SYY | 211K | $15.57M |
 | CRON | 172K | $452.06K |
 | NE | 148K | $4.17M |
 | PBR | 111K | $1.32M |
 | CPNG | 109K | $2.57M |
 | CIB | 91K | $5.80M |
 | FOXF | 83K | $1.42M |
 | PERI | 76K | $723.89K |
 | AVAL | 75K | $303.75K |
 | CART | 73K | $3.29M |
 | EC | 68K | $676.90K |
 | WMG | 67K | $2.04M |
 | LBRT | 64K | $1.18M |
 | LGN | 61K | $2.65M |
Endava plc
DAVA
Shares Held
567K
Value
$3.59M
Sotera Health Company
SHC
Shares Held
557K
Value
$9.82M
Telephone and Data Systems, Inc.
TDS
Shares Held
506K
Value
$20.75M
Kenvue Inc.
KVUE
Shares Held
344K
Value
$5.93M
ACM Research, Inc.
ACMR
Shares Held
263K
Value
$10.39M
CarParts.com, Inc.
PRTS
Shares Held
252K
Value
$126.25K
Sysco Corporation
SYY
Shares Held
211K
Value
$15.57M
Cronos Group Inc.
CRON
Shares Held
172K
Value
$452.06K
Noble Corporation Plc
NE
Shares Held
148K
Value
$4.17M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
111K
Value
$1.32M
Coupang, Inc.
CPNG
Shares Held
109K
Value
$2.57M
Grupo Cibest S.A.
CIB
Shares Held
91K
Value
$5.80M
Fox Factory Holding Corp.
FOXF
Shares Held
83K
Value
$1.42M
Perion Network Ltd.
PERI
Shares Held
76K
Value
$723.89K
Grupo Aval Acciones y Valores S.A.
AVAL
Shares Held
75K
Value
$303.75K
Instacart (Maplebear Inc.)
CART
Shares Held
73K
Value
$3.29M
Ecopetrol S.A.
EC
Shares Held
68K
Value
$676.90K
Warner Music Group Corp.
WMG
Shares Held
67K
Value
$2.04M
Liberty Energy Inc.
LBRT
Shares Held
64K
Value
$1.18M
Legence Corp. Class A Common stock
LGN
Shares Held
61K
Value
$2.65M