Kerrisdale Advisers, LLC Quant / Systematic

CIK: 0001569688 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $411,750 (100.0% shares, 0.0% debt)

Holdings (79)

VAL VALARIS LIMITED 6.6%
Value ($000) $27,164 Shares 555,046 Est. Cost $51.10 Unrealized -6.2%
LAM RESEARCH CORP 6.2%
Value ($000) $25,665 Shares 70,123 Est. Cost $371.80 Unrealized
UNP UNION PAC CORP 6.1%
Value ($000) $25,309 Shares 129,909 Est. Cost $213.68 Unrealized -4.4%
ZM ZOOM VIDEO COMMUNICATIONS IN 4.9%
Value ($000) $20,244 Shares 275,093 Est. Cost $105.85 Unrealized -10.1%
DE DEERE & CO 4.8%
Value ($000) $19,918 Shares 59,655 Est. Cost $361.24 Unrealized -9.6%
FICO FAIR ISAAC CORP 4.6%
Value ($000) $18,946 Shares 45,984 Est. Cost $439.05 Unrealized +3.4%
SPY SPDR S&P 500 ETF TR 4.2%
Value ($000) $17,442 Shares 48,832 Est. Cost $357.18 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 3.9%
Value ($000) $16,129 Shares 280,803 Est. Cost $78.47 Unrealized -21.1%
SCHW SCHWAB CHARLES CORP 3.6%
Value ($000) $14,987 Shares 208,531 Est. Cost $68.62 Unrealized -3.5%
BAC BK OF AMERICA CORP 3.4%
Value ($000) $13,941 Shares 461,615 Est. Cost $31.54 Unrealized -3.0%
JUNIPER NETWORKS INC 3.2%
Value ($000) $13,379 Shares 512,225 Est. Cost $26.71 Unrealized
BLACKROCK INC 3.2%
Value ($000) $13,373 Shares 24,303 Est. Cost $641.27 Unrealized
CSX CSX CORP 2.9%
Value ($000) $11,903 Shares 446,810 Est. Cost $30.92 Unrealized -4.3%
TDW TIDEWATER INC NEW 2.7%
Value ($000) $11,019 Shares 507,803 Est. Cost $21.18 Unrealized +0.7%
RNG RINGCENTRAL INC 2.6%
Value ($000) $10,506 Shares 262,917 Est. Cost $102.90 Unrealized -53.4%
MSFT MICROSOFT CORP 2.2%
Value ($000) $8,908 Shares 38,248 Est. Cost $219.74 Unrealized +16.9%
AON AON PLC 1.7%
Value ($000) $7,152 Shares 26,701 Est. Cost $279.61 Unrealized -1.3%
V VISA INC 1.7%
Value ($000) $6,879 Shares 38,722 Est. Cost $200.06 Unrealized -0.9%
SPGI S&P GLOBAL INC 1.6%
Value ($000) $6,666 Shares 21,830 Est. Cost $347.71 Unrealized 0.0%
WFC WELLS FARGO CO NEW 1.6%
Value ($000) $6,531 Shares 162,372 Est. Cost $39.73 Unrealized -0.9%
MCO MOODYS CORP 1.6%
Value ($000) $6,478 Shares 26,648 Est. Cost $284.52 Unrealized -0.8%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.5%
Value ($000) $6,304 Shares 132,026 Est. Cost $77.31 Unrealized -25.5%
KFY KORN FERRY 1.3%
Value ($000) $5,222 Shares 111,225 Est. Cost $50.47 Unrealized +9.1%
AMAT APPLIED MATLS INC 1.2%
Value ($000) $5,086 Shares 62,083 Est. Cost $104.91 Unrealized -10.9%
NSC NORFOLK SOUTHN CORP 1.1%
Value ($000) $4,526 Shares 21,588 Est. Cost $225.98 Unrealized -1.4%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $4,126 Shares 8,170 Est. Cost $471.05 Unrealized +5.1%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.9%
Value ($000) $3,865 Shares 78,990 Est. Cost $49.14 Unrealized 0.0%
TMUS T-MOBILE US INC 0.9%
Value ($000) $3,844 Shares 28,651 Est. Cost $126.05 Unrealized +7.6%
CB CHUBB LIMITED 0.9%
Value ($000) $3,586 Shares 19,715 Est. Cost $181.71 Unrealized 0.0%
BC BRUNSWICK CORP 0.8%
Value ($000) $3,451 Shares 52,732 Est. Cost $69.53 Unrealized 0.0%
GOOGL ALPHABET INC 0.8%
Value ($000) $3,181 Shares 33,260 Est. Cost $108.73 Unrealized +1.2%
FIS FIDELITY NATL INFORMATION SV 0.7%
Value ($000) $2,900 Shares 38,374 Est. Cost $87.80 Unrealized -2.9%
PNC PNC FINL SVCS GROUP INC 0.7%
Value ($000) $2,805 Shares 18,770 Est. Cost $160.77 Unrealized -11.7%
BABA ALIBABA GROUP HLDG LTD 0.7%
Value ($000) $2,801 Shares 35,015 Est. Cost $113.69 Unrealized
LABORATORY CORP AMER HLDGS 0.6%
Value ($000) $2,621 Shares 12,795 Est. Cost $234.39 Unrealized
CBRE CBRE GROUP INC 0.6%
Value ($000) $2,591 Shares 38,379 Est. Cost $77.87 Unrealized +1.8%
SD SANDRIDGE ENERGY INC 0.6%
Value ($000) $2,535 Shares 155,410 Est. Cost $18.32 Unrealized -1.4%
AJG GALLAGHER ARTHUR J & CO 0.6%
Value ($000) $2,480 Shares 14,485 Est. Cost $171.86 Unrealized 0.0%
USB US BANCORP DEL 0.6%
Value ($000) $2,476 Shares 61,416 Est. Cost $46.66 Unrealized -15.9%
UHAL AMERCO 0.6%
Value ($000) $2,347 Shares 4,609 Est. Cost $59.45 Unrealized -11.9%
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $2,288 Shares 11,174 Est. Cost $229.70 Unrealized 0.0%
SPHR MADISON SQUARE GRDN ENTERTNM 0.5%
Value ($000) $2,263 Shares 51,332 Est. Cost $25.92 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.5%
Value ($000) $2,249 Shares 25,715 Est. Cost $96.83 Unrealized -3.3%
META META PLATFORMS INC 0.5%
Value ($000) $2,244 Shares 16,540 Est. Cost $183.24 Unrealized -12.2%
ASML ASML HOLDING N V 0.5%
Value ($000) $2,223 Shares 5,352 Est. Cost $446.52 Unrealized
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $1,906 Shares 38,040 Est. Cost $64.11 Unrealized -11.2%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.4%
Value ($000) $1,753 Shares 18,980 Est. Cost $79.38 Unrealized +11.8%
FCNCA FIRST CTZNS BANCSHARES INC N 0.4%
Value ($000) $1,707 Shares 2,140 Est. Cost $819.12 Unrealized -5.8%
DOCU DOCUSIGN INC 0.4%
Value ($000) $1,629 Shares 30,467 Est. Cost $80.96 Unrealized -22.6%
HBAN HUNTINGTON BANCSHARES INC 0.4%
Value ($000) $1,564 Shares 118,685 Est. Cost $12.05 Unrealized -5.2%
CRM SALESFORCE INC 0.3%
Value ($000) $1,421 Shares 9,880 Est. Cost $204.17 Unrealized -17.9%
ROKU ROKU INC 0.3%
Value ($000) $1,373 Shares 24,340 Est. Cost $146.75 Unrealized -48.1%
JD JD.COM INC 0.3%
Value ($000) $1,360 Shares 27,030 Est. Cost $64.22 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $1,335 Shares 4,850 Est. Cost $411.13 Unrealized -8.0%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $1,267 Shares 21,065 Est. Cost $52.95 Unrealized 0.0%
NTES NETEASE INC 0.3%
Value ($000) $1,225 Shares 16,207 Est. Cost $93.35 Unrealized
AA ALCOA CORP 0.3%
Value ($000) $1,197 Shares 35,550 Est. Cost $69.55 Unrealized -35.5%
MATX MATSON INC 0.3%
Value ($000) $1,112 Shares 18,070 Est. Cost $81.70 Unrealized -10.3%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,106 Shares 6,740 Est. Cost $172.21 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.3%
Value ($000) $1,069 Shares 9,850 Est. Cost $100.68 Unrealized 0.0%
SYY SYSCO CORP 0.3%
Value ($000) $1,063 Shares 15,040 Est. Cost $75.73 Unrealized 0.0%
GSL GLOBAL SHIP LEASE INC NEW 0.2%
Value ($000) $844 Shares 53,473 Est. Cost $22.05 Unrealized -19.3%
TWI TITAN INTL INC ILL 0.2%
Value ($000) $815 Shares 67,095 Est. Cost $15.14 Unrealized -5.2%
CORN TEUCRIUM COMMODITY TR 0.2%
Value ($000) $781 Shares 28,872 Est. Cost $25.16 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $609 Shares 1,995 Est. Cost $301.79 Unrealized +12.2%
BA BOEING CO 0.1%
Value ($000) $609 Shares 5,030 Est. Cost $147.52 Unrealized +4.0%
WB WEIBO CORP 0.1%
Value ($000) $596 Shares 34,826 Est. Cost $21.27 Unrealized
DIAMOND OFFSHORE DRILLING IN 0.1%
Value ($000) $591 Shares 89,209 Est. Cost $5.89 Unrealized
CCK CROWN HLDGS INC 0.1%
Value ($000) $500 Shares 6,171 Est. Cost $102.67 Unrealized -12.6%
NMM NAVIOS MARITIME PARTNERS L P 0.1%
Value ($000) $475 Shares 19,370 Est. Cost $23.03 Unrealized
ESEA EUROSEAS LTD 0.1%
Value ($000) $462 Shares 22,185 Est. Cost $16.58 Unrealized -10.7%
EXE CHESAPEAKE ENERGY CORP 0.1%
Value ($000) $460 Shares 4,880 Est. Cost $81.13 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $454 Shares 4,440 Est. Cost $88.18 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $446 Shares 5,185 Est. Cost $86.55 Unrealized +2.2%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $433 Shares 7,050 Est. Cost $41.76 Unrealized +45.3%
ZIM ZIM INTEGRATED SHIPPING SERV 0.1%
Value ($000) $416 Shares 17,718 Est. Cost $58.70 Unrealized -29.6%
OMAB GRUPO AEROPORTUARIO DEL CENT 0.1%
Value ($000) $282 Shares 5,631 Est. Cost $50.08 Unrealized
HERITAGE CRYSTAL CLEAN INC 0.0%
Value ($000) $201 Shares 6,814 Est. Cost $29.50 Unrealized
TBCH TURTLE BEACH CORP 0.0%
Value ($000) $136 Shares 20,000 Est. Cost $10.48 Unrealized 0.0%