Kerrisdale Advisers, LLC Quant / Systematic

CIK: 0001569688 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $335,646 (100.0% shares, 0.0% debt)

Holdings (81)

V VISA INC 6.4%
Value ($000) $21,477 Shares 82,494 Est. Cost $211.05 Unrealized +15.0%
SYY SYSCO CORP 6.0%
Value ($000) $20,022 Shares 273,792 Est. Cost $70.50 Unrealized -8.0%
NE NOBLE CORP PLC 5.6%
Value ($000) $18,930 Shares 393,064 Est. Cost $32.84 Unrealized +25.5%
DEO DIAGEO PLC 4.7%
Value ($000) $15,639 Shares 107,367 Est. Cost $159.90 Unrealized
AON AON PLC 4.6%
Value ($000) $15,417 Shares 52,977 Est. Cost $285.45 Unrealized +10.5%
SHC SOTERA HEALTH CO 4.4%
Value ($000) $14,776 Shares 876,933 Est. Cost $15.75 Unrealized -10.1%
WAB WABTEC 4.2%
Value ($000) $13,998 Shares 110,310 Est. Cost $101.31 Unrealized +10.2%
VAL VALARIS LTD 3.2%
Value ($000) $10,838 Shares 158,059 Est. Cost $51.43 Unrealized +33.3%
GOOGL ALPHABET INC 3.0%
Value ($000) $10,043 Shares 71,892 Est. Cost $108.41 Unrealized +23.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 2.7%
Value ($000) $9,116 Shares 106,787 Est. Cost $59.03 Unrealized +19.6%
CSX CSX CORP 2.5%
Value ($000) $8,257 Shares 238,165 Est. Cost $30.61 Unrealized +0.8%
ZM ZOOM VIDEO COMMUNICATIONS IN 2.3%
Value ($000) $7,588 Shares 105,524 Est. Cost $83.14 Unrealized -20.5%
UNP UNION PAC CORP 2.2%
Value ($000) $7,238 Shares 29,467 Est. Cost $211.18 Unrealized -0.9%
BAC BANK AMERICA CORP 2.1%
Value ($000) $7,013 Shares 208,299 Est. Cost $31.18 Unrealized -11.4%
BANCOLOMBIA S A 1.9%
Value ($000) $6,258 Shares 203,380 Est. Cost $26.54 Unrealized
SPHR SPHERE ENTERTAINMENT CO 1.8%
Value ($000) $6,209 Shares 182,822 Est. Cost $23.48 Unrealized +48.2%
NSC NORFOLK SOUTHN CORP 1.8%
Value ($000) $6,067 Shares 25,668 Est. Cost $222.29 Unrealized -10.0%
BABA ALIBABA GROUP HLDG LTD 1.8%
Value ($000) $6,014 Shares 77,586 Est. Cost $90.60 Unrealized
NOC NORTHROP GRUMMAN CORP 1.8%
Value ($000) $5,987 Shares 12,789 Est. Cost $439.73 Unrealized +2.8%
CRL CHARLES RIV LABS INTL INC 1.8%
Value ($000) $5,939 Shares 25,123 Est. Cost $202.91 Unrealized -3.1%
MSGE MADISON SQUARE GARDEN ENTMT 1.8%
Value ($000) $5,922 Shares 186,299 Est. Cost $33.58 Unrealized -7.5%
CRM SALESFORCE INC 1.8%
Value ($000) $5,912 Shares 22,469 Est. Cost $215.06 Unrealized +4.0%
IMXI INTERNATIONAL MNY EXPRESS IN 1.7%
Value ($000) $5,800 Shares 262,576 Est. Cost $23.37 Unrealized -17.9%
MSFT MICROSOFT CORP 1.6%
Value ($000) $5,517 Shares 14,670 Est. Cost $227.96 Unrealized +53.7%
LAM RESEARCH CORP 1.6%
Value ($000) $5,469 Shares 6,982 Est. Cost $371.80 Unrealized
CAT CATERPILLAR INC 1.6%
Value ($000) $5,418 Shares 18,323 Est. Cost $216.04 Unrealized +16.3%
SPGI S&P GLOBAL INC 1.6%
Value ($000) $5,348 Shares 12,141 Est. Cost $347.71 Unrealized +11.6%
KFY KORN FERRY 1.5%
Value ($000) $4,925 Shares 82,976 Est. Cost $50.47 Unrealized -4.1%
BALL BALL CORP 1.2%
Value ($000) $3,958 Shares 68,810 Est. Cost $52.59 Unrealized -4.9%
UHAL/B U HAUL HOLDING COMPANY 1.2%
Value ($000) $3,891 Shares 55,241 Est. Cost $57.46 Unrealized -5.3%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 1.2%
Value ($000) $3,863 Shares 67,012 Est. Cost $49.24 Unrealized +3.3%
MCO MOODYS CORP 1.1%
Value ($000) $3,778 Shares 9,673 Est. Cost $284.52 Unrealized +20.1%
MOS MOSAIC CO NEW 1.1%
Value ($000) $3,645 Shares 102,020 Est. Cost $43.17 Unrealized -23.3%
PMTS CPI CARD GROUP INC 1.1%
Value ($000) $3,574 Shares 186,264 Est. Cost $24.58 Unrealized -31.1%
WFC WELLS FARGO CO NEW 1.1%
Value ($000) $3,574 Shares 72,621 Est. Cost $39.77 Unrealized +3.2%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $3,317 Shares 6,300 Est. Cost $472.67 Unrealized +8.2%
TMUS T-MOBILE US INC 0.8%
Value ($000) $2,706 Shares 16,880 Est. Cost $135.59 Unrealized +5.6%
PNC PNC FINL SVCS GROUP INC 0.7%
Value ($000) $2,452 Shares 15,835 Est. Cost $160.77 Unrealized -25.4%
JOE ST JOE CO 0.7%
Value ($000) $2,275 Shares 37,803 Est. Cost $35.80 Unrealized +47.0%
NTES NETEASE INC 0.7%
Value ($000) $2,195 Shares 23,557 Est. Cost $93.29 Unrealized
DE DEERE & CO 0.6%
Value ($000) $1,929 Shares 4,824 Est. Cost $362.90 Unrealized +0.6%
SMG SCOTTS MIRACLE-GRO CO 0.6%
Value ($000) $1,884 Shares 29,554 Est. Cost $59.17 Unrealized -17.5%
USB US BANCORP DEL 0.5%
Value ($000) $1,795 Shares 41,471 Est. Cost $46.66 Unrealized -29.1%
PBR PETROLEO BRASILEIRO SA PETRO 0.5%
Value ($000) $1,696 Shares 106,206 Est. Cost $15.97 Unrealized
CBRE CBRE GROUP INC 0.5%
Value ($000) $1,595 Shares 17,137 Est. Cost $77.87 Unrealized -0.2%
AMZN AMAZON COM INC 0.4%
Value ($000) $1,399 Shares 9,210 Est. Cost $136.82 Unrealized +2.5%
EPAM EPAM SYS INC 0.4%
Value ($000) $1,365 Shares 4,590 Est. Cost $253.87 Unrealized 0.0%
SLGN SILGAN HLDGS INC 0.4%
Value ($000) $1,345 Shares 29,730 Est. Cost $48.63 Unrealized -13.3%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,290 Shares 21,011 Est. Cost $79.99 Unrealized -28.6%
BTU PEABODY ENERGY CORP 0.4%
Value ($000) $1,216 Shares 50,000 Est. Cost $23.39 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.3%
Value ($000) $1,170 Shares 10,805 Est. Cost $93.95 Unrealized +5.9%
JD JD.COM INC 0.3%
Value ($000) $1,151 Shares 39,830 Est. Cost $61.62 Unrealized
ASML ASML HOLDING N V 0.3%
Value ($000) $1,133 Shares 1,497 Est. Cost $446.52 Unrealized
CRON CRONOS GROUP INC 0.3%
Value ($000) $1,022 Shares 489,042 Est. Cost $1.95 Unrealized -0.6%
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $993 Shares 4,369 Est. Cost $234.39 Unrealized
VITAL ENERGY INC 0.3%
Value ($000) $967 Shares 21,248 Est. Cost $45.15 Unrealized
NXE NEXGEN ENERGY LTD 0.3%
Value ($000) $957 Shares 136,783 Est. Cost $4.06 Unrealized +53.4%
EC ECOPETROL S A 0.3%
Value ($000) $954 Shares 80,000 Est. Cost $10.56 Unrealized
ATKR ATKORE INC 0.3%
Value ($000) $948 Shares 5,925 Est. Cost $133.07 Unrealized 0.0%
UHAL U HAUL HOLDING COMPANY 0.3%
Value ($000) $913 Shares 12,714 Est. Cost $57.99 Unrealized -2.2%
ATR APTARGROUP INC 0.2%
Value ($000) $769 Shares 6,221 Est. Cost $98.45 Unrealized +24.0%
JUNIPER NETWORKS INC 0.2%
Value ($000) $741 Shares 25,140 Est. Cost $28.53 Unrealized
CCJ CAMECO CORP 0.2%
Value ($000) $736 Shares 17,065 Est. Cost $26.27 Unrealized +58.5%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $678 Shares 4,263 Est. Cost $145.70 Unrealized -6.8%
OBE OBSIDIAN ENERGY LTD 0.2%
Value ($000) $610 Shares 90,000 Est. Cost $6.44 Unrealized +19.6%
GTX GARRETT MOTION INC 0.2%
Value ($000) $594 Shares 61,386 Est. Cost $7.70 Unrealized +0.2%
COP CONOCOPHILLIPS 0.2%
Value ($000) $561 Shares 4,830 Est. Cost $99.32 Unrealized +10.5%
WMG WARNER MUSIC GROUP CORP 0.2%
Value ($000) $542 Shares 15,135 Est. Cost $25.91 Unrealized +20.6%
CUTERA INC 0.2%
Value ($000) $528 Shares 149,686 Est. Cost $15.13 Unrealized
RCMT RCM TECHNOLOGIES INC 0.2%
Value ($000) $515 Shares 17,737 Est. Cost $14.23 Unrealized +65.0%
GTM ZOOMINFO TECHNOLOGIES INC 0.2%
Value ($000) $506 Shares 27,390 Est. Cost $20.44 Unrealized -23.3%
AVID BIOSERVICES INC 0.1%
Value ($000) $446 Shares 68,556 Est. Cost $8.60 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $421 Shares 7,050 Est. Cost $41.76 Unrealized +40.4%
LESLIES INC 0.1%
Value ($000) $416 Shares 60,208 Est. Cost $5.66 Unrealized
WB WEIBO CORP 0.1%
Value ($000) $381 Shares 34,826 Est. Cost $21.27 Unrealized
GPGI COMPOSECURE INC 0.1%
Value ($000) $223 Shares 41,388 Est. Cost $5.58 Unrealized -16.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $218 Shares 1,347 Est. Cost $144.16 Unrealized 0.0%
THOUGHTWORKS HOLDING INC 0.1%
Value ($000) $218 Shares 45,265 Est. Cost $4.81 Unrealized
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) $163 Shares 92,100 Est. Cost $1.24 Unrealized +35.5%
LEE LEE ENTERPRISES INC 0.0%
Value ($000) $108 Shares 13,763 Est. Cost $18.12 Unrealized -47.0%