KERRISDALE ADVISERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BOOM | 20K | $173.16K |
 | FIGS | 19K | $129.83K |
 | INTC | 17K | $574.48K |
 | UNP | 16K | $3.88M |
 | HSIC | 16K | $1.06M |
 | MU | 15K | $2.52M |
 | APPF | 15K | $4.07M |
 | PII | 14K | $817.60K |
 | UNH | 13K | $4.50M |
 | RCMT | 13K | $342.26K |
 | UHAL | 13K | $725.59K |
 | TENB | 12K | $341.75K |
 | SSTK | 11K | $224.45K |
 | KFY | 10K | $733.95K |
 | LQDA | 10K | $221.15K |
 | BAH | 9K | $944.73K |
 | CRL | 7K | $1.17M |
 | WAB | 7K | $1.46M |
 | ACLS | 7K | $709.36K |
 | OXY | 7K | $333.11K |
DMC Global Inc.
BOOM
Shares Held
20K
Value
$173.16K
FIGS, Inc.
FIGS
Shares Held
19K
Value
$129.83K
Intel Corporation
INTC
Shares Held
17K
Value
$574.48K
Union Pacific Corporation
UNP
Shares Held
16K
Value
$3.88M
Henry Schein, Inc.
HSIC
Shares Held
16K
Value
$1.06M
Micron Technology, Inc.
MU
Shares Held
15K
Value
$2.52M
AppFolio, Inc.
APPF
Shares Held
15K
Value
$4.07M
Polaris Inc.
PII
Shares Held
14K
Value
$817.60K
UnitedHealth Group Incorporated
UNH
Shares Held
13K
Value
$4.50M
RCM Technologies, Inc.
RCMT
Shares Held
13K
Value
$342.26K
U-Haul Holding Company
UHAL
Shares Held
13K
Value
$725.59K
Tenable Holdings, Inc.
TENB
Shares Held
12K
Value
$341.75K
Shutterstock, Inc.
SSTK
Shares Held
11K
Value
$224.45K
Korn Ferry
KFY
Shares Held
10K
Value
$733.95K
Liquidia Corporation
LQDA
Shares Held
10K
Value
$221.15K
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
9K
Value
$944.73K
Charles River Laboratories International, Inc.
CRL
Shares Held
7K
Value
$1.17M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
7K
Value
$1.46M
Axcelis Technologies, Inc.
ACLS
Shares Held
7K
Value
$709.36K
Occidental Petroleum Corporation
OXY
Shares Held
7K
Value
$333.11K