KERRISDALE ADVISERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HDSN | 64K | $636.51K |
 | PMTS | 61K | $920.45K |
 | FOXF | 57K | $1.39M |
 | UHAL-B | 55K | $2.81M |
 | NXE | 51K | $455.44K |
 | MSGE | 43K | $1.97M |
 | WDC | 42K | $5.10M |
 | AMZN | 40K | $8.74M |
 | V | 40K | $13.54M |
 | AMTM | 40K | $946.50K |
 | ON | 37K | $1.83M |
 | GOOGL | 34K | $8.25M |
 | CC | 32K | $499.96K |
 | DEO | 31K | $2.97M |
 | STX | 30K | $7.10M |
 | ATKR | 28K | $1.76M |
 | CCJ | 25K | $2.13M |
 | JOE | 24K | $1.19M |
 | LESL | 24K | $130.96K |
 | KNX | 23K | $892.41K |
Hudson Technologies, Inc.
HDSN
Shares Held
64K
Value
$636.51K
CPI Card Group Inc.
PMTS
Shares Held
61K
Value
$920.45K
Fox Factory Holding Corp.
FOXF
Shares Held
57K
Value
$1.39M
U-Haul Holding Company
UHAL-B
Shares Held
55K
Value
$2.81M
NexGen Energy Ltd.
NXE
Shares Held
51K
Value
$455.44K
Madison Square Garden Entertainment Corp.
MSGE
Shares Held
43K
Value
$1.97M
Western Digital Corporation
WDC
Shares Held
42K
Value
$5.10M
Amazon.com, Inc.
AMZN
Shares Held
40K
Value
$8.74M
Visa Inc.
V
Shares Held
40K
Value
$13.54M
Amentum Holdings, Inc.
AMTM
Shares Held
40K
Value
$946.50K
ON Semiconductor Corporation
ON
Shares Held
37K
Value
$1.83M
Alphabet Inc.
GOOGL
Shares Held
34K
Value
$8.25M
The Chemours Company
CC
Shares Held
32K
Value
$499.96K
Diageo plc
DEO
Shares Held
31K
Value
$2.97M
Seagate Technology Holdings plc
STX
Shares Held
30K
Value
$7.10M
Atkore Inc.
ATKR
Shares Held
28K
Value
$1.76M
Cameco Corporation
CCJ
Shares Held
25K
Value
$2.13M
The St. Joe Company
JOE
Shares Held
24K
Value
$1.19M
Leslie's, Inc.
LESL
Shares Held
24K
Value
$130.96K
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
23K
Value
$892.41K