Stock Taper 
KERRISDALE ADVISERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Warner Music Group Corp. | WMG | 8.73K | $236.46K |
 Griffon Corporation | GFF | 10.22K | $996.76K |
 Rigetti Computing, Inc. | RGTI | 10.26K | $198.16K |
 Legence Corp. Class A Common stock | LGN | 11.72K | $999.07K |
 Booz Allen Hamilton Holding Corporation | BAH | 12.42K | $753.64K |
 Kimberly-Clark Corporation | KMB | 12.62K | $1.38M |
 U-Haul Holding Company | UHAL | 12.71K | $832K |
 RB Global, Inc. | RBA | 12.9K | $1.5M |
 AppFolio Inc. | APPF | 13.9K | $2.23M |
 ON Semiconductor Corporation | ON | 14.6K | $1.38M |
 Henry Schein, Inc. | HSIC | 16.03K | $1.34M |
 Lululemon Athletica Inc. | LULU | 16.91K | $1.93M |
 Union Pacific Corporation | UNP | 18.95K | $5.15M |
 Uber Technologies, Inc. | UBER | 18.96K | $1.37M |
 Atkore Inc. | ATKR | 19.84K | $1.51M |
 Ecovyst Inc. | ECVT | 20K | $249K |
 Establishment Labs Holdings Inc. | ESTA | 20.39K | $1.75M |
 Limbach Holdings, Inc. | LMB | 20.51K | $1.58M |
 The St. Joe Company | JOE | 20.61K | $1.29M |
 Illumina, Inc. | ILMN | 22.09K | $3.88M |