Back to Kerrisdale Advisers, LLC

Kerrisdale Advisers, LLC

All holdings · as of Dec 31, 2025

76 positions

CompanyClassValueShares% of portfolio
KORN FERRY$692.4K10,4880.3%
ECOPETROL S.A.ECADR$676.9K67,5550.3%
U HAUL HOLDING COMPANY$640.9K12,7140.3%
Chemours Co$617.8K52,4010.3%
GRIFFON CORP$526.6K7,1500.2%
OBSIDIAN ENERGY LTD$515.4K84,0600.2%
FISERV INC$512.5K7,6300.2%
Liquidia CorpLQDACommon Stock$511.1K14,8200.2%
NEXGEN ENERGY LTD$468.3K50,8830.2%
Cronos Group Inc.CRONCommon Stock$452.1K171,8860.2%
HUDSON TECHNOLOGIES INC /NY$394.7K57,6220.2%
Reddit, Inc.$394.2K1,7150.2%
Snap Inc$313.9K38,9000.1%
Grupo Aval Acciones Y Valores S.A.AVALADR$303.8K75,0000.1%
OCCIDENTAL PETROLEUM CORP /DE$289.9K7,0500.1%
Tenable Holdings, Inc.$275.8K11,7200.1%
MICROSOFT CORP$274.2K5670.1%
RCM TECHNOLOGIES, INC.RCMTCommon Stock$263.6K12,8910.1%
NAVIOS MARITIME PARTNERS L P$240.7K4,5900.1%
DENISON MINES CORP.$230.9K86,8000.1%
RCI HOSPITALITY HOLDINGS, INC.$220.6K9,2530.1%
Shutterstock, Inc.$205.6K10,7650.1%
Alibaba Group Holding LtdBABAADR$200.2K1,3660.1%
DMC Global Inc.$137.1K20,4920.1%
CARPARTS COM INC$126.2K252,4950.1%
Leslie's Inc$39.3K23,8110.0%
← PrevPage 2 of 2Next →