Kerrisdale Advisers, LLC Quant / Systematic

CIK: 0001569688 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $337,756 (100.0% shares, 0.0% debt)

Holdings (87)

NE NOBLE CORP PLC 5.8%
Value ($000) $19,469 Shares 493,250 Est. Cost $31.57 Unrealized +10.7%
AON AON PLC 5.5%
Value ($000) $18,454 Shares 58,529 Est. Cost $285.45 Unrealized +6.2%
VAL VALARIS LIMITED 5.0%
Value ($000) $16,813 Shares 258,429 Est. Cost $51.10 Unrealized +36.4%
PYPL PAYPAL HLDGS INC 4.7%
Value ($000) $15,712 Shares 206,901 Est. Cost $79.99 Unrealized -3.9%
SYY SYSCO CORP 4.4%
Value ($000) $14,731 Shares 190,738 Est. Cost $71.40 Unrealized -1.0%
V VISA INC 3.9%
Value ($000) $13,270 Shares 58,859 Est. Cost $204.45 Unrealized +6.6%
TLT ISHARES TR 3.5%
Value ($000) $11,733 Shares 110,300 Est. Cost $106.37 Unrealized
DE DEERE & CO 2.9%
Value ($000) $9,805 Shares 23,748 Est. Cost $361.24 Unrealized +9.9%
WAB WABTEC 2.8%
Value ($000) $9,402 Shares 93,029 Est. Cost $100.52 Unrealized 0.0%
SPHR MADISON SQUARE GRDN ENTERTNM 2.8%
Value ($000) $9,348 Shares 158,246 Est. Cost $22.82 Unrealized +9.4%
DEO DIAGEO PLC 2.3%
Value ($000) $7,762 Shares 42,839 Est. Cost $181.18 Unrealized
LAM RESEARCH CORP 2.2%
Value ($000) $7,425 Shares 14,007 Est. Cost $371.80 Unrealized
CAT CATERPILLAR INC 2.1%
Value ($000) $7,133 Shares 31,169 Est. Cost $216.04 Unrealized +6.7%
CSX CSX CORP 2.1%
Value ($000) $7,131 Shares 238,165 Est. Cost $30.61 Unrealized -3.7%
UNP UNION PAC CORP 2.0%
Value ($000) $6,736 Shares 33,468 Est. Cost $213.68 Unrealized -11.4%
ZM ZOOM VIDEO COMMUNICATIONS IN 2.0%
Value ($000) $6,706 Shares 90,822 Est. Cost $102.09 Unrealized -29.4%
MCO MOODYS CORP 2.0%
Value ($000) $6,654 Shares 21,743 Est. Cost $284.52 Unrealized +3.7%
BAC BANK AMERICA CORP 1.9%
Value ($000) $6,469 Shares 226,189 Est. Cost $31.31 Unrealized -2.4%
GOOGL ALPHABET INC 1.8%
Value ($000) $6,209 Shares 59,853 Est. Cost $102.73 Unrealized -7.3%
SPGI S&P GLOBAL INC 1.8%
Value ($000) $6,187 Shares 17,946 Est. Cost $347.71 Unrealized -1.2%
IMXI INTERNATIONAL MNY EXPRESS IN 1.8%
Value ($000) $6,083 Shares 235,959 Est. Cost $23.97 Unrealized +1.2%
CCJ CAMECO CORP 1.7%
Value ($000) $5,655 Shares 216,078 Est. Cost $26.27 Unrealized 0.0%
MOS MOSAIC CO NEW 1.6%
Value ($000) $5,516 Shares 120,225 Est. Cost $44.52 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 1.6%
Value ($000) $5,442 Shares 25,668 Est. Cost $222.29 Unrealized -2.5%
JUNIPER NETWORKS INC 1.5%
Value ($000) $5,008 Shares 145,500 Est. Cost $26.71 Unrealized
AJG GALLAGHER ARTHUR J & CO 1.4%
Value ($000) $4,799 Shares 25,085 Est. Cost $175.97 Unrealized +5.0%
MSFT MICROSOFT CORP 1.3%
Value ($000) $4,326 Shares 15,006 Est. Cost $219.74 Unrealized +13.5%
KFY KORN FERRY 1.3%
Value ($000) $4,293 Shares 82,976 Est. Cost $50.47 Unrealized +0.3%
BANCOLOMBIA S A 1.2%
Value ($000) $4,121 Shares 163,991 Est. Cost $25.13 Unrealized
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $4,087 Shares 8,648 Est. Cost $472.67 Unrealized -3.3%
ADBE ADOBE SYSTEMS INCORPORATED 1.2%
Value ($000) $4,077 Shares 10,580 Est. Cost $372.88 Unrealized -4.7%
TDW TIDEWATER INC NEW 1.1%
Value ($000) $3,740 Shares 84,846 Est. Cost $21.18 Unrealized +102.9%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 1.1%
Value ($000) $3,621 Shares 63,990 Est. Cost $49.14 Unrealized +12.2%
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $3,320 Shares 88,821 Est. Cost $39.77 Unrealized +1.8%
ECL ECOLAB INC 0.9%
Value ($000) $3,063 Shares 18,504 Est. Cost $150.99 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.9%
Value ($000) $2,935 Shares 12,795 Est. Cost $234.39 Unrealized
NOC NORTHROP GRUMMAN CORP 0.9%
Value ($000) $2,933 Shares 6,352 Est. Cost $442.02 Unrealized 0.0%
ATR APTARGROUP INC 0.9%
Value ($000) $2,873 Shares 24,309 Est. Cost $98.45 Unrealized +11.1%
UHAL/B U HAUL HOLDING COMPANY 0.8%
Value ($000) $2,669 Shares 51,481 Est. Cost $57.68 Unrealized -1.7%
CACI CACI INTL INC 0.8%
Value ($000) $2,664 Shares 8,991 Est. Cost $291.64 Unrealized +1.1%
JOE ST JOE CO 0.8%
Value ($000) $2,602 Shares 62,538 Est. Cost $35.80 Unrealized +19.6%
PNC PNC FINL SVCS GROUP INC 0.7%
Value ($000) $2,386 Shares 18,770 Est. Cost $160.77 Unrealized -16.3%
ESTC ELASTIC NV 0.7%
Value ($000) $2,376 Shares 41,032 Est. Cost $59.32 Unrealized -3.9%
LDOS LEIDOS HOLDINGS INC 0.7%
Value ($000) $2,367 Shares 25,715 Est. Cost $96.83 Unrealized -3.6%
SD SANDRIDGE ENERGY INC 0.7%
Value ($000) $2,239 Shares 155,410 Est. Cost $18.32 Unrealized -16.6%
USB US BANCORP DEL 0.7%
Value ($000) $2,214 Shares 61,416 Est. Cost $46.66 Unrealized -17.2%
BABA ALIBABA GROUP HLDG LTD 0.6%
Value ($000) $1,928 Shares 18,864 Est. Cost $109.08 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.5%
Value ($000) $1,759 Shares 18,980 Est. Cost $79.38 Unrealized +12.8%
JD JD.COM INC 0.5%
Value ($000) $1,748 Shares 39,830 Est. Cost $61.62 Unrealized
DNN DENISON MINES CORP 0.5%
Value ($000) $1,738 Shares 1,594,829 Est. Cost $1.24 Unrealized 0.0%
BL BLACKLINE INC 0.5%
Value ($000) $1,604 Shares 23,893 Est. Cost $68.94 Unrealized 0.0%
BA BOEING CO 0.4%
Value ($000) $1,516 Shares 7,135 Est. Cost $165.29 Unrealized +25.7%
HERITAGE CRYSTAL CLEAN INC 0.4%
Value ($000) $1,511 Shares 42,434 Est. Cost $32.00 Unrealized
NTES NETEASE INC 0.4%
Value ($000) $1,433 Shares 16,207 Est. Cost $93.35 Unrealized
RCMT RCM TECHNOLOGIES INC 0.4%
Value ($000) $1,376 Shares 119,016 Est. Cost $14.23 Unrealized -7.4%
FIS FIDELITY NATL INFORMATION SV 0.4%
Value ($000) $1,287 Shares 23,689 Est. Cost $87.80 Unrealized -31.2%
ASML ASML HOLDING NV 0.4%
Value ($000) $1,193 Shares 1,752 Est. Cost $446.52 Unrealized
J JACOBS SOLUTIONS INC 0.3%
Value ($000) $1,157 Shares 9,850 Est. Cost $100.68 Unrealized -3.4%
UHAL U HAUL HOLDING COMPANY 0.3%
Value ($000) $1,136 Shares 19,039 Est. Cost $57.99 Unrealized +8.5%
KLXE KLX ENERGY SERVICS HOLDNGS I 0.3%
Value ($000) $1,079 Shares 92,609 Est. Cost $13.89 Unrealized -1.9%
AZTA AZENTA INC 0.3%
Value ($000) $1,052 Shares 23,580 Est. Cost $49.52 Unrealized 0.0%
STX SEAGATE TECHNOLOGY PLC 0.3%
Value ($000) $928 Shares 14,030 Est. Cost $58.30 Unrealized 0.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $928 Shares 9,350 Est. Cost $99.32 Unrealized +0.2%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $852 Shares 16,835 Est. Cost $52.95 Unrealized -4.5%
EC ECOPETROL S A 0.3%
Value ($000) $845 Shares 80,000 Est. Cost $10.56 Unrealized
CBRE CBRE GROUP INC 0.2%
Value ($000) $788 Shares 10,829 Est. Cost $77.29 Unrealized +5.7%
RNG RINGCENTRAL INC 0.2%
Value ($000) $779 Shares 25,407 Est. Cost $76.29 Unrealized -53.1%
TWI TITAN INTL INC ILL 0.2%
Value ($000) $703 Shares 67,095 Est. Cost $15.14 Unrealized -6.4%
WB WEIBO CORP 0.2%
Value ($000) $699 Shares 34,826 Est. Cost $21.27 Unrealized
AI C3 AI INC 0.2%
Value ($000) $671 Shares 19,999 Est. Cost $20.48 Unrealized 0.0%
GTM ZOOMINFO TECHNOLOGIES INC 0.2%
Value ($000) $651 Shares 26,355 Est. Cost $25.66 Unrealized 0.0%
GFF GRIFFON CORP 0.2%
Value ($000) $637 Shares 19,885 Est. Cost $33.29 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $626 Shares 6,447 Est. Cost $104.01 Unrealized 0.0%
FIGS FIGS INC 0.2%
Value ($000) $539 Shares 87,003 Est. Cost $7.19 Unrealized +7.1%
OMAB GRUPO AEROPORTUARIO DEL CENT 0.1%
Value ($000) $504 Shares 5,631 Est. Cost $50.08 Unrealized
CC CHEMOURS CO 0.1%
Value ($000) $457 Shares 15,255 Est. Cost $29.44 Unrealized 0.0%
OBE OBSIDIAN ENERGY LTD 0.1%
Value ($000) $448 Shares 70,000 Est. Cost $6.51 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $440 Shares 7,050 Est. Cost $41.76 Unrealized +41.7%
CRM SALESFORCE INC 0.1%
Value ($000) $391 Shares 1,955 Est. Cost $188.47 Unrealized -11.5%
AVXL ANAVEX LIFE SCIENCES CORP 0.1%
Value ($000) $342 Shares 39,897 Est. Cost $9.98 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $268 Shares 400 Est. Cost $641.27 Unrealized
LQDA LIQUIDIA CORPORATION 0.1%
Value ($000) $228 Shares 32,992 Est. Cost $5.37 Unrealized +27.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $227 Shares 3,730 Est. Cost $78.47 Unrealized -23.9%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $219 Shares 1,786 Est. Cost $104.91 Unrealized +6.7%
AVAL GRUPO AVAL ACCIONES Y VALORE 0.1%
Value ($000) $176 Shares 75,000 Est. Cost $2.34 Unrealized
LEE LEE ENTERPRISES INC 0.1%
Value ($000) $171 Shares 13,763 Est. Cost $18.12 Unrealized -3.1%
OPRT OPORTUN FINL CORP 0.0%
Value ($000) $167 Shares 43,389 Est. Cost $5.62 Unrealized 0.0%