Kerrisdale Advisers, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| TELEPHONE & DATA SYS INC | 0 | 506,067 | +506,067 | 0 | 20,748,747 | +20,748,747 |
| SYSCO CORP | 0 | 211,229 | +211,229 | 0 | 15,565,465 | +15,565,465 |
| MERCADOLIBRE INC | 0 | 8,564 | +8,564 | 0 | 17,250,123 | +17,250,123 |
| STRIDE INC | 0 | 59,665 | +59,665 | 0 | 3,874,048 | +3,874,048 |
| ACM RESH INC | 0 | 263,482 | +263,482 | 0 | 10,394,365 | +10,394,365 |
| KENVUE INC | 0 | 343,837 | +343,837 | 0 | 5,931,188 | +5,931,188 |
| LEGENCE CORP | 0 | 61,495 | +61,495 | 0 | 2,646,745 | +2,646,745 |
| AMRIZE LTD | 0 | 47,050 | +47,050 | 0 | 2,544,464 | +2,544,464 |
| SYNOPSYS INC | 0 | 8,406 | +8,406 | 0 | 3,948,466 | +3,948,466 |
| EATON CORP PLC | 0 | 4,797 | +4,797 | 0 | 1,527,892 | +1,527,892 |
| LIBERTY ENERGY INC | 0 | 63,805 | +63,805 | 0 | 1,177,840 | +1,177,840 |
| GITLAB INC | 0 | 25,685 | +25,685 | 0 | 963,958 | +963,958 |
| ALPHABET INC | 0 | 29,387 | +29,387 | 0 | 9,198,131 | +9,198,131 |
| MAPLEBEAR INC | 0 | 73,040 | +73,040 | 0 | 3,285,339 | +3,285,339 |
| AMAZON COM INC | 0 | 41,371 | +41,371 | 0 | 9,549,254 | +9,549,254 |
| GRUPO CIBEST SA | 0 | 91,110 | +91,110 | 0 | 5,795,507 | +5,795,507 |
| GRIFFON CORP | 0 | 7,150 | +7,150 | 0 | 526,598 | +526,598 |
| FISERV INC | 0 | 7,630 | +7,630 | 0 | 512,507 | +512,507 |
| MADISON SQUARE GARDEN ENTMT | 0 | 42,969 | +42,969 | 0 | 2,315,599 | +2,315,599 |
| SNAP INC | 0 | 38,900 | +38,900 | 0 | 313,923 | +313,923 |
| VISA INC | 0 | 39,472 | +39,472 | 0 | 13,843,225 | +13,843,225 |
| LIQUIDIA CORPORATION | 0 | 14,820 | +14,820 | 0 | 511,142 | +511,142 |
| RENTOKIL INITIAL PLC | 0 | 68,778 | +68,778 | 0 | 2,026,200 | +2,026,200 |
| KNIGHT-SWIFT TRANSN HLDGS IN | 0 | 22,587 | +22,587 | 0 | 1,180,848 | +1,180,848 |
| ST JOE CO | 0 | 23,990 | +23,990 | 0 | 1,424,286 | +1,424,286 |
| RCI HOSPITALITY HLDGS INC | 0 | 9,253 | +9,253 | 0 | 220,592 | +220,592 |
| KEYSIGHT TECHNOLOGIES INC | 0 | 6,613 | +6,613 | 0 | 1,343,695 | +1,343,695 |
| ON SEMICONDUCTOR CORP | 0 | 37,210 | +37,210 | 0 | 2,014,922 | +2,014,922 |
| HENRY SCHEIN INC | 0 | 16,026 | +16,026 | 0 | 1,211,245 | +1,211,245 |
| CHEMOURS CO | 0 | 52,401 | +52,401 | 0 | 617,808 | +617,808 |
| GRUPO AVAL ACCIONES Y VALORE | 0 | 75,000 | +75,000 | 0 | 303,750 | +303,750 |
| ECOPETROL S A | 0 | 67,555 | +67,555 | 0 | 676,901 | +676,901 |
| NAVIOS MARITIME PARTNERS L P | 0 | 4,590 | +4,590 | 0 | 240,654 | +240,654 |
| FOX FACTORY HLDG CORP | 0 | 82,979 | +82,979 | 0 | 1,419,771 | +1,419,771 |
| WABTEC | 0 | 6,925 | +6,925 | 0 | 1,478,141 | +1,478,141 |
| ATKORE INC | 0 | 28,074 | +28,074 | 0 | 1,775,681 | +1,775,681 |
| NEXGEN ENERGY LTD | 0 | 50,883 | +50,883 | 0 | 468,252 | +468,252 |
| REDDIT INC | 0 | 1,715 | +1,715 | 0 | 394,227 | +394,227 |
| PERION NETWORK LTD | 0 | 75,563 | +75,563 | 0 | 723,894 | +723,894 |
| DENISON MINES CORP | 0 | 86,800 | +86,800 | 0 | 230,888 | +230,888 |
| SHUTTERSTOCK INC | 0 | 10,765 | +10,765 | 0 | 205,612 | +205,612 |
| CPI CARD GROUP INC | 0 | 60,796 | +60,796 | 0 | 892,485 | +892,485 |
| OBSIDIAN ENERGY LTD | 0 | 84,060 | +84,060 | 0 | 515,358 | +515,358 |
| DMC GLOBAL INC | 0 | 20,492 | +20,492 | 0 | 137,091 | +137,091 |
| KORN FERRY | 0 | 10,488 | +10,488 | 0 | 692,418 | +692,418 |
| MICROSOFT CORP | 0 | 567 | +567 | 0 | 274,213 | +274,213 |
| OCCIDENTAL PETE CORP | 0 | 7,050 | +7,050 | 0 | 289,896 | +289,896 |
| KASPI KZ JSC | 0 | 13,665 | +13,665 | 0 | 1,067,646 | +1,067,646 |
| CARPARTS COM INC | 0 | 252,495 | +252,495 | 0 | 126,248 | +126,248 |
| TENABLE HLDGS INC | 0 | 11,720 | +11,720 | 0 | 275,772 | +275,772 |
| RCM TECHNOLOGIES INC | 0 | 12,891 | +12,891 | 0 | 263,557 | +263,557 |
| UNION PAC CORP | 0 | 16,402 | +16,402 | 0 | 3,794,111 | +3,794,111 |
| U HAUL HOLDING COMPANY | 0 | 12,714 | +12,714 | 0 | 640,913 | +640,913 |
| PETROLEO BRASILEIRO SA PETRO | 0 | 111,126 | +111,126 | 0 | 1,316,843 | +1,316,843 |
| LESLIES INC | 0 | 23,811 | +23,811 | 0 | 39,288 | +39,288 |
| FIGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | 0 | 1,366 | +1,366 | 0 | 200,228 | +200,228 |
| BOOZ ALLEN HAMILTON HLDG COR | 0 | 9,452 | +9,452 | 0 | 797,371 | +797,371 |
| WARNER MUSIC GROUP CORP | 0 | 66,530 | +66,530 | 0 | 2,040,475 | +2,040,475 |
| U HAUL HOLDING COMPANY | 0 | 55,241 | +55,241 | 0 | 2,581,964 | +2,581,964 |
| HUDSON TECHNOLOGIES INC | 0 | 57,622 | +57,622 | 0 | 394,711 | +394,711 |
| CHARLES RIV LABS INTL INC | 0 | 4,593 | +4,593 | 0 | 916,212 | +916,212 |
| ZOOMINFO TECHNOLOGIES INC | 0 | 348,428 | +348,428 | 0 | 3,543,513 | +3,543,513 |
| DIAGEO PLC | 0 | 31,133 | +31,133 | 0 | 2,685,844 | +2,685,844 |
| APPFOLIO INC | 0 | 16,016 | +16,016 | 0 | 3,726,122 | +3,726,122 |
| DELL TECHNOLOGIES INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ADVISORSHARES TR | 0 | 0 | 0 | 0 | 0 | 0 |
| MICRON TECHNOLOGY INC | 0 | 6,942 | +6,942 | 0 | 1,981,316 | +1,981,316 |
| INTEL CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| AXCELIS TECHNOLOGIES INC | 0 | 0 | 0 | 0 | 0 | 0 |
| POLARIS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| CRONOS GROUP INC | 0 | 171,886 | +171,886 | 0 | 452,060 | +452,060 |
| COUPANG INC | 0 | 109,085 | +109,085 | 0 | 2,573,315 | +2,573,315 |
| AMENTUM HOLDINGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| CAMECO CORP | 0 | 9,655 | +9,655 | 0 | 883,336 | +883,336 |
| ADOBE INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ENDAVA PLC | 0 | 567,416 | +567,416 | 0 | 3,586,069 | +3,586,069 |
| ZOOM COMMUNICATIONS INC | 0 | 37,799 | +37,799 | 0 | 3,261,676 | +3,261,676 |
| VALARIS LTD | 0 | 50,024 | +50,024 | 0 | 2,521,210 | +2,521,210 |
| UNITEDHEALTH GROUP INC | 0 | 5,828 | +5,828 | 0 | 1,923,881 | +1,923,881 |
| INTERNATIONAL MNY EXPRESS IN | 0 | 0 | 0 | 0 | 0 | 0 |
| SOTERA HEALTH CO | 0 | 556,854 | +556,854 | 0 | 9,822,905 | +9,822,905 |
| FORTREA HLDGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| WESTERN DIGITAL CORP | 0 | 11,384 | +11,384 | 0 | 1,961,122 | +1,961,122 |
| SEAGATE TECHNOLOGY HLDNGS PL | 0 | 5,724 | +5,724 | 0 | 1,576,332 | +1,576,332 |
| NOBLE CORP PLC | 0 | 147,621 | +147,621 | 0 | 4,168,817 | +4,168,817 |