Kerrisdale Advisers, LLC Quant / Systematic

CIK: 0001569688 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value ($000): $315,732 (100.0% shares, 0.0% debt)

Holdings (89)

STX SEAGATE TECHNOLOGY HLDNGS PL 7.1%
Value ($000) $22,361 Shares 339,056 Est. Cost $59.03 Unrealized +2.1%
V VISA INC 5.9%
Value ($000) $18,686 Shares 81,239 Est. Cost $210.56 Unrealized +12.2%
NE NOBLE CORP PLC 5.7%
Value ($000) $17,970 Shares 354,794 Est. Cost $31.93 Unrealized +39.7%
SYY SYSCO CORP 5.7%
Value ($000) $17,889 Shares 270,842 Est. Cost $70.56 Unrealized -5.0%
AON AON PLC 5.4%
Value ($000) $17,176 Shares 52,977 Est. Cost $285.45 Unrealized +14.0%
VAL VALARIS LTD 3.8%
Value ($000) $11,851 Shares 158,059 Est. Cost $51.43 Unrealized +42.8%
SHC SOTERA HEALTH CO 3.5%
Value ($000) $11,149 Shares 744,268 Est. Cost $16.03 Unrealized +5.3%
WAB WABTEC 3.4%
Value ($000) $10,719 Shares 100,865 Est. Cost $100.34 Unrealized +9.6%
GOOGL ALPHABET INC 2.4%
Value ($000) $7,662 Shares 58,552 Est. Cost $102.73 Unrealized +25.0%
CSX CSX CORP 2.3%
Value ($000) $7,324 Shares 238,165 Est. Cost $30.61 Unrealized -0.1%
SPHR SPHERE ENTERTAINMENT CO 2.3%
Value ($000) $7,162 Shares 192,747 Est. Cost $23.48 Unrealized +57.0%
DEO DIAGEO PLC 2.1%
Value ($000) $6,685 Shares 44,814 Est. Cost $179.77 Unrealized
SPGI S&P GLOBAL INC 2.0%
Value ($000) $6,289 Shares 17,211 Est. Cost $347.71 Unrealized +11.0%
BABA ALIBABA GROUP HLDG LTD 2.0%
Value ($000) $6,252 Shares 72,076 Est. Cost $91.60 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 2.0%
Value ($000) $6,201 Shares 88,658 Est. Cost $86.37 Unrealized -19.6%
UNP UNION PAC CORP 2.0%
Value ($000) $6,187 Shares 30,385 Est. Cost $211.18 Unrealized -2.4%
BAC BANK AMERICA CORP 1.7%
Value ($000) $5,499 Shares 200,849 Est. Cost $31.31 Unrealized -11.2%
NSC NORFOLK SOUTHN CORP 1.6%
Value ($000) $5,055 Shares 25,668 Est. Cost $222.29 Unrealized -7.8%
CAT CATERPILLAR INC 1.6%
Value ($000) $5,002 Shares 18,323 Est. Cost $216.04 Unrealized +21.0%
NOC NORTHROP GRUMMAN CORP 1.6%
Value ($000) $4,929 Shares 11,197 Est. Cost $437.98 Unrealized -3.7%
MSGE MADISON SQUARE GARDEN ENTMT 1.5%
Value ($000) $4,747 Shares 144,231 Est. Cost $34.31 Unrealized -3.7%
IMXI INTERNATIONAL MNY EXPRESS IN 1.4%
Value ($000) $4,549 Shares 268,682 Est. Cost $23.37 Unrealized -13.9%
LAM RESEARCH CORP 1.4%
Value ($000) $4,479 Shares 7,146 Est. Cost $371.80 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $4,341 Shares 13,747 Est. Cost $219.74 Unrealized +47.7%
CRL CHARLES RIV LABS INTL INC 1.3%
Value ($000) $4,213 Shares 21,496 Est. Cost $203.96 Unrealized +0.7%
TRU TRANSUNION 1.3%
Value ($000) $4,177 Shares 58,177 Est. Cost $68.22 Unrealized +13.5%
BANCOLOMBIA S A 1.3%
Value ($000) $4,129 Shares 154,765 Est. Cost $25.21 Unrealized
AJG GALLAGHER ARTHUR J & CO 1.3%
Value ($000) $4,056 Shares 17,794 Est. Cost $175.97 Unrealized +24.5%
KFY KORN FERRY 1.2%
Value ($000) $3,936 Shares 82,976 Est. Cost $50.47 Unrealized -5.0%
CRM SALESFORCE INC 1.2%
Value ($000) $3,841 Shares 18,943 Est. Cost $213.47 Unrealized 0.0%
MOS MOSAIC CO NEW 1.2%
Value ($000) $3,632 Shares 102,020 Est. Cost $43.17 Unrealized -17.1%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $3,549 Shares 7,040 Est. Cost $472.67 Unrealized -0.6%
BALL BALL CORP 1.0%
Value ($000) $3,228 Shares 64,855 Est. Cost $52.75 Unrealized 0.0%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 1.0%
Value ($000) $3,160 Shares 63,002 Est. Cost $49.14 Unrealized +9.3%
MCO MOODYS CORP 1.0%
Value ($000) $3,058 Shares 9,673 Est. Cost $284.52 Unrealized +17.3%
WFC WELLS FARGO CO NEW 0.9%
Value ($000) $2,967 Shares 72,621 Est. Cost $39.77 Unrealized +2.3%
UHAL/B U HAUL HOLDING COMPANY 0.9%
Value ($000) $2,697 Shares 51,481 Est. Cost $57.68 Unrealized -5.9%
TMUS T-MOBILE US INC 0.7%
Value ($000) $2,364 Shares 16,880 Est. Cost $135.59 Unrealized -1.3%
LDOS LEIDOS HOLDINGS INC 0.7%
Value ($000) $2,222 Shares 24,115 Est. Cost $93.95 Unrealized -2.5%
TLT ISHARES TR 0.7%
Value ($000) $2,208 Shares 24,895 Est. Cost $106.37 Unrealized
PMTS CPI CARD GROUP INC 0.7%
Value ($000) $2,179 Shares 117,650 Est. Cost $29.03 Unrealized -26.6%
JOE ST JOE CO 0.7%
Value ($000) $2,054 Shares 37,803 Est. Cost $35.80 Unrealized +61.3%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $1,944 Shares 15,835 Est. Cost $160.77 Unrealized -28.4%
NTES NETEASE INC 0.5%
Value ($000) $1,623 Shares 16,207 Est. Cost $93.35 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.5%
Value ($000) $1,616 Shares 31,260 Est. Cost $59.17 Unrealized -12.6%
BL BLACKLINE INC 0.5%
Value ($000) $1,590 Shares 28,673 Est. Cost $65.53 Unrealized -16.4%
BA BOEING CO 0.5%
Value ($000) $1,557 Shares 8,125 Est. Cost $184.45 Unrealized +18.6%
CRON CRONOS GROUP INC 0.5%
Value ($000) $1,448 Shares 724,202 Est. Cost $1.95 Unrealized 0.0%
USB US BANCORP DEL 0.4%
Value ($000) $1,371 Shares 41,471 Est. Cost $46.66 Unrealized -30.3%
SLGN SILGAN HLDGS INC 0.4%
Value ($000) $1,282 Shares 29,730 Est. Cost $48.63 Unrealized -7.7%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,228 Shares 21,011 Est. Cost $79.99 Unrealized -18.8%
VITAL ENERGY INC 0.4%
Value ($000) $1,178 Shares 21,248 Est. Cost $45.15 Unrealized
RCMT RCM TECHNOLOGIES INC 0.4%
Value ($000) $1,172 Shares 59,985 Est. Cost $14.23 Unrealized +38.0%
JD JD.COM INC 0.4%
Value ($000) $1,160 Shares 39,830 Est. Cost $61.62 Unrealized
ATR APTARGROUP INC 0.4%
Value ($000) $1,151 Shares 9,206 Est. Cost $98.45 Unrealized +20.6%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,120 Shares 9,350 Est. Cost $99.32 Unrealized +8.6%
DE DEERE & CO 0.3%
Value ($000) $1,046 Shares 2,772 Est. Cost $361.24 Unrealized +10.2%
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $1,024 Shares 5,094 Est. Cost $234.39 Unrealized
CCJ CAMECO CORP 0.3%
Value ($000) $961 Shares 24,240 Est. Cost $26.27 Unrealized +33.9%
ADBE ADOBE INC 0.3%
Value ($000) $943 Shares 1,850 Est. Cost $372.88 Unrealized +40.7%
EC ECOPETROL S A 0.3%
Value ($000) $926 Shares 80,000 Est. Cost $10.56 Unrealized
CUTERA INC 0.3%
Value ($000) $901 Shares 149,686 Est. Cost $15.13 Unrealized
ASML ASML HOLDING N V 0.3%
Value ($000) $881 Shares 1,497 Est. Cost $446.52 Unrealized
CBRE CBRE GROUP INC 0.3%
Value ($000) $871 Shares 11,797 Est. Cost $77.93 Unrealized +6.4%
NXE NEXGEN ENERGY LTD 0.3%
Value ($000) $819 Shares 136,783 Est. Cost $4.06 Unrealized +27.5%
OBE OBSIDIAN ENERGY LTD 0.2%
Value ($000) $740 Shares 90,000 Est. Cost $6.44 Unrealized +8.7%
UHAL U HAUL HOLDING COMPANY 0.2%
Value ($000) $694 Shares 12,714 Est. Cost $57.99 Unrealized +0.2%
AMZN AMAZON COM INC 0.2%
Value ($000) $636 Shares 5,000 Est. Cost $134.00 Unrealized 0.0%
WMG WARNER MUSIC GROUP CORP 0.2%
Value ($000) $573 Shares 18,260 Est. Cost $25.91 Unrealized +13.8%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.2%
Value ($000) $533 Shares 4,874 Est. Cost $79.38 Unrealized +38.0%
LQDA LIQUIDIA CORPORATION 0.2%
Value ($000) $509 Shares 80,246 Est. Cost $7.20 Unrealized 0.0%
OMAB GRUPO AEROPORTUARIO DEL CENT 0.2%
Value ($000) $489 Shares 5,631 Est. Cost $50.08 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $479 Shares 1,120 Est. Cost $427.48 Unrealized
AVID BIOSERVICES INC 0.1%
Value ($000) $463 Shares 49,030 Est. Cost $9.44 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $457 Shares 7,050 Est. Cost $41.76 Unrealized +44.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $454 Shares 3,428 Est. Cost $148.10 Unrealized 0.0%
GTM ZOOMINFO TECHNOLOGIES INC 0.1%
Value ($000) $449 Shares 27,390 Est. Cost $20.44 Unrealized 0.0%
WB WEIBO CORP 0.1%
Value ($000) $437 Shares 34,826 Est. Cost $21.27 Unrealized
CC CHEMOURS CO 0.1%
Value ($000) $396 Shares 14,100 Est. Cost $31.21 Unrealized 0.0%
JUNIPER NETWORKS INC 0.1%
Value ($000) $392 Shares 14,100 Est. Cost $27.79 Unrealized
WASH WASHINGTON TR BANCORP INC 0.1%
Value ($000) $388 Shares 14,751 Est. Cost $22.63 Unrealized +4.2%
SSTK SHUTTERSTOCK INC 0.1%
Value ($000) $373 Shares 9,793 Est. Cost $44.81 Unrealized 0.0%
LESLIES INC 0.1%
Value ($000) $341 Shares 60,208 Est. Cost $5.66 Unrealized
GTX GARRETT MOTION INC 0.1%
Value ($000) $326 Shares 41,386 Est. Cost $7.70 Unrealized 0.0%
GPGI COMPOSECURE INC 0.1%
Value ($000) $267 Shares 41,388 Est. Cost $5.58 Unrealized 0.0%
KLXE KLX ENERGY SERVICS HOLDNGS I 0.1%
Value ($000) $207 Shares 17,434 Est. Cost $13.89 Unrealized -19.9%
AVAL GRUPO AVAL ACCIONES Y VALORE 0.1%
Value ($000) $182 Shares 75,000 Est. Cost $2.34 Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $152 Shares 92,100 Est. Cost $1.24 Unrealized +12.0%
LEE LEE ENTERPRISES INC 0.0%
Value ($000) $147 Shares 13,763 Est. Cost $18.12 Unrealized -32.8%