Kerrisdale Advisers, LLC Quant / Systematic

CIK: 0001569688 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $370,991 (100.0% shares, 0.0% debt)

Holdings (80)

NE NOBLE CORP PLC 6.7%
Value ($000) $24,871 Shares 602,057 Est. Cost $31.93 Unrealized +5.2%
AON AON PLC 5.4%
Value ($000) $20,204 Shares 58,529 Est. Cost $285.45 Unrealized +11.6%
SYY SYSCO CORP 5.4%
Value ($000) $19,961 Shares 269,020 Est. Cost $70.56 Unrealized -2.9%
V VISA INC 4.9%
Value ($000) $18,294 Shares 77,035 Est. Cost $209.16 Unrealized +7.3%
VAL VALARIS LIMITED 4.5%
Value ($000) $16,855 Shares 267,844 Est. Cost $51.43 Unrealized +17.2%
PYPL PAYPAL HLDGS INC 3.7%
Value ($000) $13,780 Shares 206,511 Est. Cost $79.99 Unrealized -15.0%
SHC SOTERA HEALTH CO 3.2%
Value ($000) $12,046 Shares 639,399 Est. Cost $15.89 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 3.0%
Value ($000) $11,130 Shares 163,969 Est. Cost $86.37 Unrealized -22.6%
WAB WABTEC 3.0%
Value ($000) $10,967 Shares 99,999 Est. Cost $100.34 Unrealized -2.4%
TLT ISHARES TR 2.5%
Value ($000) $9,343 Shares 90,765 Est. Cost $106.37 Unrealized
CSX CSX CORP 2.2%
Value ($000) $8,121 Shares 238,165 Est. Cost $30.61 Unrealized -0.6%
UNP UNION PAC CORP 2.0%
Value ($000) $7,558 Shares 36,935 Est. Cost $211.18 Unrealized -11.4%
DEO DIAGEO PLC 2.0%
Value ($000) $7,432 Shares 42,839 Est. Cost $181.18 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 2.0%
Value ($000) $7,386 Shares 119,387 Est. Cost $56.77 Unrealized -0.4%
CAT CATERPILLAR INC 1.9%
Value ($000) $7,226 Shares 29,369 Est. Cost $216.04 Unrealized -1.1%
SPGI S&P GLOBAL INC 1.9%
Value ($000) $7,194 Shares 17,946 Est. Cost $347.71 Unrealized +2.9%
GOOGL ALPHABET INC 1.9%
Value ($000) $7,009 Shares 58,552 Est. Cost $102.73 Unrealized +11.2%
BAC BANK AMERICA CORP 1.7%
Value ($000) $6,489 Shares 226,189 Est. Cost $31.31 Unrealized -15.0%
MCO MOODYS CORP 1.7%
Value ($000) $6,453 Shares 18,558 Est. Cost $284.52 Unrealized +9.1%
LAM RESEARCH CORP 1.7%
Value ($000) $6,142 Shares 9,554 Est. Cost $371.80 Unrealized
NSC NORFOLK SOUTHN CORP 1.6%
Value ($000) $5,820 Shares 25,668 Est. Cost $222.29 Unrealized -9.9%
IMXI INTERNATIONAL MNY EXPRESS IN 1.5%
Value ($000) $5,562 Shares 226,742 Est. Cost $23.97 Unrealized +2.4%
AJG GALLAGHER ARTHUR J & CO 1.5%
Value ($000) $5,508 Shares 25,085 Est. Cost $175.97 Unrealized +15.5%
SPHR SPHERE ENTERTAINMENT CO 1.4%
Value ($000) $5,279 Shares 192,747 Est. Cost $23.48 Unrealized +12.9%
MOS MOSAIC CO NEW 1.3%
Value ($000) $4,984 Shares 142,400 Est. Cost $43.17 Unrealized -17.0%
NOC NORTHROP GRUMMAN CORP 1.3%
Value ($000) $4,896 Shares 10,742 Est. Cost $438.67 Unrealized -1.1%
MSGE MADISON SQUARE GARDEN ENTMT 1.3%
Value ($000) $4,849 Shares 144,231 Est. Cost $34.31 Unrealized 0.0%
MSFT MICROSOFT CORP 1.3%
Value ($000) $4,845 Shares 14,226 Est. Cost $219.74 Unrealized +39.8%
TRU TRANSUNION 1.3%
Value ($000) $4,751 Shares 60,652 Est. Cost $68.22 Unrealized 0.0%
BANCOLOMBIA S A 1.2%
Value ($000) $4,627 Shares 173,416 Est. Cost $25.21 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 1.2%
Value ($000) $4,479 Shares 9,160 Est. Cost $372.88 Unrealized +8.0%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $4,157 Shares 8,648 Est. Cost $472.67 Unrealized -1.6%
KFY KORN FERRY 1.1%
Value ($000) $4,111 Shares 82,976 Est. Cost $50.47 Unrealized -8.3%
DE DEERE & CO 1.1%
Value ($000) $4,042 Shares 9,975 Est. Cost $361.24 Unrealized +1.8%
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $3,791 Shares 88,821 Est. Cost $39.77 Unrealized -5.3%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 1.0%
Value ($000) $3,555 Shares 63,990 Est. Cost $49.14 Unrealized +9.7%
ECL ECOLAB INC 0.9%
Value ($000) $3,455 Shares 18,504 Est. Cost $150.99 Unrealized +10.8%
CUTERA INC 0.9%
Value ($000) $3,377 Shares 223,171 Est. Cost $15.13 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.9%
Value ($000) $3,318 Shares 39,804 Est. Cost $95.54 Unrealized
LABORATORY CORP AMER HLDGS 0.8%
Value ($000) $3,088 Shares 12,795 Est. Cost $234.39 Unrealized
LDOS LEIDOS HOLDINGS INC 0.8%
Value ($000) $2,849 Shares 32,200 Est. Cost $93.95 Unrealized -12.1%
UHAL/B U HAUL HOLDING COMPANY 0.7%
Value ($000) $2,609 Shares 51,481 Est. Cost $57.68 Unrealized -9.2%
ATR APTARGROUP INC 0.7%
Value ($000) $2,594 Shares 22,389 Est. Cost $98.45 Unrealized +14.9%
JOE ST JOE CO 0.7%
Value ($000) $2,588 Shares 53,538 Est. Cost $35.80 Unrealized +21.7%
CACI CACI INTL INC 0.6%
Value ($000) $2,385 Shares 6,996 Est. Cost $291.64 Unrealized +6.5%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $2,364 Shares 18,770 Est. Cost $160.77 Unrealized -31.3%
TMUS T-MOBILE US INC 0.6%
Value ($000) $2,345 Shares 16,880 Est. Cost $135.59 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.6%
Value ($000) $2,118 Shares 18,980 Est. Cost $79.38 Unrealized +18.0%
SMG SCOTTS MIRACLE-GRO CO 0.6%
Value ($000) $2,079 Shares 33,165 Est. Cost $59.17 Unrealized 0.0%
USB US BANCORP DEL 0.5%
Value ($000) $2,029 Shares 61,416 Est. Cost $46.66 Unrealized -39.1%
PMTS CPI CARD GROUP INC 0.5%
Value ($000) $1,971 Shares 84,779 Est. Cost $32.02 Unrealized 0.0%
RCMT RCM TECHNOLOGIES INC 0.5%
Value ($000) $1,876 Shares 101,983 Est. Cost $14.23 Unrealized +2.8%
VITAL ENERGY INC 0.5%
Value ($000) $1,822 Shares 40,355 Est. Cost $45.15 Unrealized
BL BLACKLINE INC 0.5%
Value ($000) $1,724 Shares 32,033 Est. Cost $65.53 Unrealized -15.3%
HERITAGE CRYSTAL CLEAN INC 0.4%
Value ($000) $1,604 Shares 42,434 Est. Cost $32.00 Unrealized
NTES NETEASE INC 0.4%
Value ($000) $1,567 Shares 16,207 Est. Cost $93.35 Unrealized
SLGN SILGAN HLDGS INC 0.4%
Value ($000) $1,394 Shares 29,730 Est. Cost $48.63 Unrealized 0.0%
JD JD.COM INC 0.4%
Value ($000) $1,359 Shares 39,830 Est. Cost $61.62 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.3%
Value ($000) $1,296 Shares 23,689 Est. Cost $87.80 Unrealized -41.4%
ASML ASML HOLDING N V 0.3%
Value ($000) $1,270 Shares 1,752 Est. Cost $446.52 Unrealized
CCJ CAMECO CORP 0.3%
Value ($000) $1,235 Shares 39,406 Est. Cost $26.27 Unrealized +6.4%
J JACOBS SOLUTIONS INC 0.3%
Value ($000) $1,171 Shares 9,850 Est. Cost $100.68 Unrealized -7.5%
BA BOEING CO 0.3%
Value ($000) $1,101 Shares 5,215 Est. Cost $165.29 Unrealized +25.7%
UHAL U HAUL HOLDING COMPANY 0.3%
Value ($000) $1,053 Shares 19,039 Est. Cost $57.99 Unrealized +1.1%
COP CONOCOPHILLIPS 0.3%
Value ($000) $969 Shares 9,350 Est. Cost $99.32 Unrealized -4.9%
CRL CHARLES RIV LABS INTL INC 0.3%
Value ($000) $955 Shares 4,544 Est. Cost $198.96 Unrealized 0.0%
WASH WASHINGTON TR BANCORP INC 0.3%
Value ($000) $937 Shares 34,951 Est. Cost $22.63 Unrealized 0.0%
KLXE KLX ENERGY SERVICS HOLDNGS I 0.2%
Value ($000) $901 Shares 92,609 Est. Cost $13.89 Unrealized -29.1%
CBRE CBRE GROUP INC 0.2%
Value ($000) $844 Shares 10,452 Est. Cost $77.29 Unrealized -3.1%
NXE NEXGEN ENERGY LTD 0.2%
Value ($000) $837 Shares 177,283 Est. Cost $4.06 Unrealized 0.0%
EC ECOPETROL S A 0.2%
Value ($000) $820 Shares 80,000 Est. Cost $10.56 Unrealized
OBE OBSIDIAN ENERGY LTD 0.1%
Value ($000) $525 Shares 90,000 Est. Cost $6.44 Unrealized -3.8%
WMG WARNER MUSIC GROUP CORP 0.1%
Value ($000) $522 Shares 20,000 Est. Cost $25.91 Unrealized 0.0%
OMAB GRUPO AEROPORTUARIO DEL CENT 0.1%
Value ($000) $478 Shares 5,631 Est. Cost $50.08 Unrealized
WB WEIBO CORP 0.1%
Value ($000) $457 Shares 34,826 Est. Cost $21.27 Unrealized
LYFT LYFT INC 0.1%
Value ($000) $415 Shares 43,300 Est. Cost $9.62 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $415 Shares 7,050 Est. Cost $41.76 Unrealized +37.2%
DNN DENISON MINES CORP 0.1%
Value ($000) $201 Shares 160,449 Est. Cost $1.24 Unrealized -10.0%
LEE LEE ENTERPRISES INC 0.0%
Value ($000) $184 Shares 13,763 Est. Cost $18.12 Unrealized -30.3%
AVAL GRUPO AVAL ACCIONES Y VALORE 0.0%
Value ($000) $174 Shares 75,000 Est. Cost $2.34 Unrealized