Kerrisdale Advisers, LLC Quant / Systematic

CIK: 0001569688 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $337,229 (100.0% shares, 0.0% debt)

Holdings (90)

VAL VALARIS LIMITED 6.3%
Value ($000) $21,277 Shares 314,658 Est. Cost $51.10 Unrealized +22.1%
PYPL PAYPAL HLDGS INC 5.3%
Value ($000) $17,929 Shares 251,738 Est. Cost $79.99 Unrealized -0.2%
TDW TIDEWATER INC NEW 4.9%
Value ($000) $16,542 Shares 448,894 Est. Cost $21.18 Unrealized +43.6%
NE NOBLE CORP PLC 4.8%
Value ($000) $16,074 Shares 426,260 Est. Cost $31.04 Unrealized 0.0%
AON AON PLC 4.5%
Value ($000) $15,024 Shares 50,058 Est. Cost $282.45 Unrealized +1.1%
DE DEERE & CO 4.2%
Value ($000) $14,266 Shares 33,273 Est. Cost $361.24 Unrealized +7.6%
SCHW SCHWAB CHARLES CORP 4.0%
Value ($000) $13,580 Shares 163,102 Est. Cost $68.62 Unrealized +8.1%
UNP UNION PAC CORP 3.6%
Value ($000) $12,308 Shares 59,439 Est. Cost $213.68 Unrealized -11.0%
JUNIPER NETWORKS INC 3.4%
Value ($000) $11,500 Shares 359,830 Est. Cost $26.71 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 2.9%
Value ($000) $9,701 Shares 169,635 Est. Cost $78.47 Unrealized -29.0%
V VISA INC 2.7%
Value ($000) $9,042 Shares 43,522 Est. Cost $199.72 Unrealized -1.4%
LAM RESEARCH CORP 2.4%
Value ($000) $7,989 Shares 19,008 Est. Cost $371.80 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 2.0%
Value ($000) $6,873 Shares 132,026 Est. Cost $77.31 Unrealized -34.4%
SPGI S&P GLOBAL INC 2.0%
Value ($000) $6,829 Shares 20,390 Est. Cost $347.71 Unrealized -7.6%
SPHR MADISON SQUARE GRDN ENTERTNM 2.0%
Value ($000) $6,634 Shares 147,526 Est. Cost $22.66 Unrealized -7.7%
MCO MOODYS CORP 1.9%
Value ($000) $6,477 Shares 23,248 Est. Cost $284.52 Unrealized -6.4%
TWLO TWILIO INC 1.8%
Value ($000) $6,180 Shares 126,227 Est. Cost $56.91 Unrealized 0.0%
CSX CSX CORP 1.7%
Value ($000) $5,789 Shares 186,875 Est. Cost $30.92 Unrealized -7.1%
BAC BANK AMERICA CORP 1.7%
Value ($000) $5,699 Shares 172,080 Est. Cost $31.54 Unrealized +0.5%
ZM ZOOM VIDEO COMMUNICATIONS IN 1.6%
Value ($000) $5,467 Shares 80,703 Est. Cost $105.85 Unrealized -28.2%
KFY KORN FERRY 1.5%
Value ($000) $4,911 Shares 97,025 Est. Cost $50.47 Unrealized -1.5%
AJG GALLAGHER ARTHUR J & CO 1.4%
Value ($000) $4,730 Shares 25,085 Est. Cost $175.97 Unrealized +3.2%
MSFT MICROSOFT CORP 1.4%
Value ($000) $4,641 Shares 19,354 Est. Cost $219.74 Unrealized +6.5%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $4,585 Shares 8,648 Est. Cost $472.67 Unrealized +5.9%
CACI CACI INTL INC 1.2%
Value ($000) $4,207 Shares 13,996 Est. Cost $291.64 Unrealized 0.0%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 1.2%
Value ($000) $4,140 Shares 78,990 Est. Cost $49.14 Unrealized +1.2%
NSC NORFOLK SOUTHN CORP 1.1%
Value ($000) $3,804 Shares 15,438 Est. Cost $225.98 Unrealized -2.5%
BC BRUNSWICK CORP 1.1%
Value ($000) $3,801 Shares 52,732 Est. Cost $69.53 Unrealized -4.8%
BABA ALIBABA GROUP HLDG LTD 1.1%
Value ($000) $3,763 Shares 42,715 Est. Cost $109.08 Unrealized
TMUS T-MOBILE US INC 1.1%
Value ($000) $3,549 Shares 25,351 Est. Cost $126.05 Unrealized +10.1%
CBRE CBRE GROUP INC 1.0%
Value ($000) $3,454 Shares 44,879 Est. Cost $77.29 Unrealized -4.4%
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $3,446 Shares 83,452 Est. Cost $39.73 Unrealized +2.8%
LABORATORY CORP AMER HLDGS 0.9%
Value ($000) $3,013 Shares 12,795 Est. Cost $234.39 Unrealized
PNC PNC FINL SVCS GROUP INC 0.9%
Value ($000) $2,965 Shares 18,770 Est. Cost $160.77 Unrealized -13.4%
GOOGL ALPHABET INC 0.9%
Value ($000) $2,935 Shares 33,260 Est. Cost $108.73 Unrealized -13.2%
LDOS LEIDOS HOLDINGS INC 0.8%
Value ($000) $2,705 Shares 25,715 Est. Cost $96.83 Unrealized +1.7%
USB US BANCORP DEL 0.8%
Value ($000) $2,678 Shares 61,416 Est. Cost $46.66 Unrealized -21.3%
ATR APTARGROUP INC 0.8%
Value ($000) $2,674 Shares 24,309 Est. Cost $98.45 Unrealized 0.0%
SD SANDRIDGE ENERGY INC 0.8%
Value ($000) $2,647 Shares 155,410 Est. Cost $18.32 Unrealized +2.1%
SYY SYSCO CORP 0.8%
Value ($000) $2,592 Shares 33,903 Est. Cost $74.72 Unrealized -1.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $2,440 Shares 7,250 Est. Cost $380.90 Unrealized -16.0%
JOE ST JOE CO 0.7%
Value ($000) $2,417 Shares 62,538 Est. Cost $35.80 Unrealized 0.0%
UHAL/B U HAUL HOLDING COMPANY 0.7%
Value ($000) $2,281 Shares 41,481 Est. Cost $57.91 Unrealized 0.0%
JD JD.COM INC 0.7%
Value ($000) $2,236 Shares 39,830 Est. Cost $61.62 Unrealized
CAT CATERPILLAR INC 0.7%
Value ($000) $2,214 Shares 9,240 Est. Cost $181.51 Unrealized +13.8%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.6%
Value ($000) $1,984 Shares 18,980 Est. Cost $79.38 Unrealized +23.1%
MU MICRON TECHNOLOGY INC 0.6%
Value ($000) $1,901 Shares 38,040 Est. Cost $64.11 Unrealized -16.1%
FIS FIDELITY NATL INFORMATION SV 0.5%
Value ($000) $1,803 Shares 26,574 Est. Cost $87.80 Unrealized -25.5%
CRM SALESFORCE INC 0.5%
Value ($000) $1,774 Shares 13,380 Est. Cost $188.47 Unrealized -23.5%
ESTC ELASTIC N V 0.5%
Value ($000) $1,679 Shares 32,600 Est. Cost $59.92 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.5%
Value ($000) $1,673 Shares 118,685 Est. Cost $12.05 Unrealized +3.7%
FCNCA FIRST CTZNS BANCSHARES INC N 0.5%
Value ($000) $1,623 Shares 2,140 Est. Cost $819.12 Unrealized -2.8%
HERITAGE CRYSTAL CLEAN INC 0.4%
Value ($000) $1,378 Shares 42,434 Est. Cost $32.00 Unrealized
DVN DEVON ENERGY CORP NEW 0.4%
Value ($000) $1,296 Shares 21,065 Est. Cost $52.95 Unrealized +12.1%
IMXI INTERNATIONAL MNY EXPRESS IN 0.4%
Value ($000) $1,280 Shares 52,527 Est. Cost $22.96 Unrealized 0.0%
LQDA LIQUIDIA CORPORATION 0.4%
Value ($000) $1,271 Shares 199,540 Est. Cost $5.37 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.4%
Value ($000) $1,183 Shares 9,850 Est. Cost $100.68 Unrealized -5.0%
NTES NETEASE INC 0.3%
Value ($000) $1,177 Shares 16,207 Est. Cost $93.35 Unrealized
UHAL U HAUL HOLDING COMPANY 0.3%
Value ($000) $1,146 Shares 19,039 Est. Cost $57.99 Unrealized -0.8%
MATX MATSON INC 0.3%
Value ($000) $1,130 Shares 18,070 Est. Cost $81.70 Unrealized -22.6%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,103 Shares 9,350 Est. Cost $99.32 Unrealized +10.1%
TWI TITAN INTL INC ILL 0.3%
Value ($000) $1,028 Shares 67,095 Est. Cost $15.14 Unrealized -5.8%
ROKU ROKU INC 0.3%
Value ($000) $991 Shares 24,340 Est. Cost $146.75 Unrealized -64.4%
BA BOEING CO 0.3%
Value ($000) $958 Shares 5,030 Est. Cost $147.52 Unrealized +10.9%
ASML ASML HOLDING N V 0.3%
Value ($000) $957 Shares 1,752 Est. Cost $446.52 Unrealized
KLXE KLX ENERGY SERVICS HOLDNGS I 0.3%
Value ($000) $930 Shares 53,705 Est. Cost $14.08 Unrealized 0.0%
GSL GLOBAL SHIP LEASE INC NEW 0.3%
Value ($000) $890 Shares 53,473 Est. Cost $22.05 Unrealized -22.0%
MQ MARQETA INC 0.2%
Value ($000) $811 Shares 132,728 Est. Cost $6.83 Unrealized 0.0%
WB WEIBO CORP 0.2%
Value ($000) $666 Shares 34,826 Est. Cost $21.27 Unrealized
FICO FAIR ISAAC CORP 0.2%
Value ($000) $646 Shares 1,080 Est. Cost $439.05 Unrealized +19.8%
RCMT RCM TECHNOLOGIES INC 0.2%
Value ($000) $643 Shares 52,095 Est. Cost $15.58 Unrealized 0.0%
FIGS FIGS INC 0.2%
Value ($000) $639 Shares 94,885 Est. Cost $7.19 Unrealized 0.0%
RNG RINGCENTRAL INC 0.2%
Value ($000) $543 Shares 15,335 Est. Cost $102.90 Unrealized -65.2%
APP APPLOVIN CORP 0.2%
Value ($000) $541 Shares 51,379 Est. Cost $14.67 Unrealized 0.0%
CORN TEUCRIUM COMMODITY TR 0.2%
Value ($000) $535 Shares 19,872 Est. Cost $25.16 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $525 Shares 8,100 Est. Cost $66.01 Unrealized 0.0%
NMM NAVIOS MARITIME PARTNERS L P 0.1%
Value ($000) $503 Shares 19,370 Est. Cost $23.03 Unrealized
EXE CHESAPEAKE ENERGY CORP 0.1%
Value ($000) $461 Shares 4,880 Est. Cost $81.13 Unrealized +8.4%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $444 Shares 7,050 Est. Cost $41.76 Unrealized +54.9%
ESEA EUROSEAS LTD 0.1%
Value ($000) $409 Shares 22,185 Est. Cost $16.58 Unrealized -22.0%
OMAB GRUPO AEROPORTUARIO DEL CENT 0.1%
Value ($000) $348 Shares 5,631 Est. Cost $50.08 Unrealized
TBCH TURTLE BEACH CORP 0.1%
Value ($000) $328 Shares 45,778 Est. Cost $8.99 Unrealized -12.8%
ZIM ZIM INTEGRATED SHIPPING SERV 0.1%
Value ($000) $305 Shares 17,718 Est. Cost $58.70 Unrealized -62.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $298 Shares 3,062 Est. Cost $104.91 Unrealized -11.1%
BLACKROCK INC 0.1%
Value ($000) $283 Shares 400 Est. Cost $641.27 Unrealized
EGHT 8X8 INC NEW 0.1%
Value ($000) $267 Shares 61,700 Est. Cost $4.02 Unrealized 0.0%
LEE LEE ENTERPRISES INC 0.1%
Value ($000) $255 Shares 13,763 Est. Cost $18.12 Unrealized 0.0%
DOCN DIGITALOCEAN HLDGS INC 0.1%
Value ($000) $255 Shares 10,000 Est. Cost $31.30 Unrealized 0.0%
SNPS SYNOPSYS INC 0.1%
Value ($000) $228 Shares 713 Est. Cost $301.79 Unrealized +3.7%
DIAMOND OFFSHORE DRILLING IN 0.0%
Value ($000) $133 Shares 12,823 Est. Cost $5.89 Unrealized