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Kerrisdale Advisers, LLC

All holdings · as of Dec 31, 2025

76 positions

CompanyClassValueShares% of portfolio
Leslie's Inc—$39.3K23,8110.0%
CARPARTS COM INC—$126.2K252,4950.1%
DMC Global Inc.—$137.1K20,4920.1%
Alibaba Group Holding LtdBABAADR$200.2K1,3660.1%
Shutterstock, Inc.—$205.6K10,7650.1%
RCI HOSPITALITY HOLDINGS, INC.—$220.6K9,2530.1%
DENISON MINES CORP.—$230.9K86,8000.1%
NAVIOS MARITIME PARTNERS L P—$240.7K4,5900.1%
RCM TECHNOLOGIES, INC.RCMTCommon Stock$263.6K12,8910.1%
MICROSOFT CORP—$274.2K5670.1%
Tenable Holdings, Inc.—$275.8K11,7200.1%
OCCIDENTAL PETROLEUM CORP /DE—$289.9K7,0500.1%
Grupo Aval Acciones Y Valores S.A.AVALADR$303.8K75,0000.1%
Snap Inc—$313.9K38,9000.1%
Reddit, Inc.—$394.2K1,7150.2%
HUDSON TECHNOLOGIES INC /NY—$394.7K57,6220.2%
Cronos Group Inc.CRONCommon Stock$452.1K171,8860.2%
NEXGEN ENERGY LTD—$468.3K50,8830.2%
Liquidia CorpLQDACommon Stock$511.1K14,8200.2%
FISERV INC—$512.5K7,6300.2%
OBSIDIAN ENERGY LTD—$515.4K84,0600.2%
GRIFFON CORP—$526.6K7,1500.2%
Chemours Co—$617.8K52,4010.3%
U HAUL HOLDING COMPANY—$640.9K12,7140.3%
ECOPETROL S.A.ECADR$676.9K67,5550.3%
KORN FERRY—$692.4K10,4880.3%
PERION NETWORK LTD—$723.9K75,5630.3%
Booz Allen Hamilton Holding Corp—$797.4K9,4520.4%
CAMECO CORP—$883.3K9,6550.4%
CPI Card Group Inc.PMTSCommon Stock$892.5K60,7960.4%
CHARLES RIVER LABS INTL INC—$916.2K4,5930.4%
Gitlab Inc.—$964.0K25,6850.5%
Joint Stock Co Kaspi.kzKSPIADR$1.07M13,6650.5%
Liberty Energy Inc—$1.18M63,8050.6%
Knight-Swift Transportation Holdings Inc.—$1.18M22,5870.6%
Henry Schein Inc—$1.21M16,0260.6%
PETROLEO BRASILEIRO S.A. PETROBRAS—$1.32M111,1260.6%
Keysight Technologies, Inc.—$1.34M6,6130.6%
FOX FACTORY HOLDING CORP—$1.42M82,9790.7%
ST JOE Co—$1.42M23,9900.7%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$1.48M6,9250.7%
Eaton Corp plc—$1.53M4,7970.7%
Seagate Technology Holdings PLC—$1.58M5,7240.7%
Atkore Inc.—$1.78M28,0740.8%
UNITEDHEALTH GROUP INC—$1.92M5,8280.9%
Western Digital Corp—$1.96M11,3840.9%
MICRON TECHNOLOGY INC—$1.98M6,9420.9%
ON Semiconductor Corp—$2.01M37,2100.9%
RENTOKIL INITIAL PLC—$2.03M68,7781.0%
Warner Music Group Corp—$2.04M66,5301.0%
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