Kerrisdale Advisers, LLC Quant / Systematic

CIK: 0001569688 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $318,259 (100.0% shares, 0.0% debt)

Holdings (87)

V VISA INC 7.1%
Value ($000) $22,660 Shares 81,194 Est. Cost $211.05 Unrealized +29.0%
NE NOBLE CORP PLC 6.0%
Value ($000) $19,060 Shares 393,064 Est. Cost $32.84 Unrealized +21.7%
SYY SYSCO CORP 5.9%
Value ($000) $18,625 Shares 229,432 Est. Cost $70.50 Unrealized +5.8%
DEO DIAGEO PLC 5.0%
Value ($000) $16,065 Shares 108,009 Est. Cost $159.90 Unrealized
WAB WABTEC 4.9%
Value ($000) $15,505 Shares 106,430 Est. Cost $101.31 Unrealized +32.5%
GOOGL ALPHABET INC 4.3%
Value ($000) $13,796 Shares 91,407 Est. Cost $115.58 Unrealized +22.8%
VAL VALARIS LTD 3.7%
Value ($000) $11,671 Shares 155,079 Est. Cost $51.43 Unrealized +30.4%
SHC SOTERA HEALTH CO 3.7%
Value ($000) $11,625 Shares 967,914 Est. Cost $15.66 Unrealized -5.0%
AON AON PLC 3.4%
Value ($000) $10,829 Shares 32,450 Est. Cost $285.45 Unrealized +7.2%
CSX CSX CORP 2.6%
Value ($000) $8,227 Shares 221,940 Est. Cost $30.61 Unrealized +15.9%
MSGE MADISON SQUARE GARDEN ENTMT 2.3%
Value ($000) $7,422 Shares 189,299 Est. Cost $33.61 Unrealized +6.1%
BAC BANK AMERICA CORP 2.2%
Value ($000) $7,100 Shares 187,229 Est. Cost $31.18 Unrealized +5.2%
UNP UNION PAC CORP 2.2%
Value ($000) $7,053 Shares 28,677 Est. Cost $211.18 Unrealized +11.6%
BANCOLOMBIA S A 2.2%
Value ($000) $6,960 Shares 203,380 Est. Cost $26.54 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 2.1%
Value ($000) $6,698 Shares 102,459 Est. Cost $83.14 Unrealized -19.8%
STX SEAGATE TECHNOLOGY HLDNGS PL 2.1%
Value ($000) $6,609 Shares 71,030 Est. Cost $59.03 Unrealized +42.1%
MSFT MICROSOFT CORP 1.9%
Value ($000) $6,166 Shares 14,655 Est. Cost $227.96 Unrealized +75.1%
NOC NORTHROP GRUMMAN CORP 1.9%
Value ($000) $6,021 Shares 12,578 Est. Cost $439.73 Unrealized +1.4%
IMXI INTERNATIONAL MNY EXPRESS IN 1.9%
Value ($000) $5,918 Shares 259,211 Est. Cost $23.37 Unrealized -10.2%
BABA ALIBABA GROUP HLDG LTD 1.8%
Value ($000) $5,614 Shares 77,586 Est. Cost $90.60 Unrealized
SPGI S&P GLOBAL INC 1.6%
Value ($000) $5,165 Shares 12,141 Est. Cost $347.71 Unrealized +22.9%
KFY KORN FERRY 1.5%
Value ($000) $4,891 Shares 74,376 Est. Cost $50.47 Unrealized +13.9%
AMZN AMAZON COM INC 1.3%
Value ($000) $4,234 Shares 23,475 Est. Cost $155.11 Unrealized +7.6%
MOS MOSAIC CO NEW 1.3%
Value ($000) $4,045 Shares 124,620 Est. Cost $40.79 Unrealized -26.4%
CRM SALESFORCE INC 1.2%
Value ($000) $3,904 Shares 12,961 Est. Cost $215.06 Unrealized +32.6%
MCO MOODYS CORP 1.2%
Value ($000) $3,802 Shares 9,673 Est. Cost $284.52 Unrealized +33.6%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 1.2%
Value ($000) $3,687 Shares 67,012 Est. Cost $49.24 Unrealized +11.5%
UHAL/B U HAUL HOLDING COMPANY 1.2%
Value ($000) $3,683 Shares 55,241 Est. Cost $57.46 Unrealized +12.1%
DE DEERE & CO 1.1%
Value ($000) $3,480 Shares 8,472 Est. Cost $367.05 Unrealized +1.5%
GTX GARRETT MOTION INC 1.1%
Value ($000) $3,475 Shares 349,576 Est. Cost $8.94 Unrealized +2.9%
PMTS CPI CARD GROUP INC 1.1%
Value ($000) $3,449 Shares 193,133 Est. Cost $24.35 Unrealized -25.2%
CRL CHARLES RIV LABS INTL INC 0.9%
Value ($000) $2,982 Shares 11,005 Est. Cost $202.91 Unrealized +17.7%
CRH CRH PLC 0.9%
Value ($000) $2,750 Shares 31,881 Est. Cost $74.71 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO 0.8%
Value ($000) $2,624 Shares 35,174 Est. Cost $58.80 Unrealized -3.3%
PNC PNC FINL SVCS GROUP INC 0.8%
Value ($000) $2,559 Shares 15,835 Est. Cost $160.77 Unrealized -12.2%
TMUS T-MOBILE US INC 0.7%
Value ($000) $2,299 Shares 14,085 Est. Cost $135.59 Unrealized +16.6%
DAVA ENDAVA PLC 0.7%
Value ($000) $2,226 Shares 58,512 Est. Cost $38.04 Unrealized
JOE ST JOE CO 0.7%
Value ($000) $2,191 Shares 37,803 Est. Cost $35.80 Unrealized +54.2%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,917 Shares 3,875 Est. Cost $472.67 Unrealized +3.4%
USB US BANCORP DEL 0.6%
Value ($000) $1,854 Shares 41,471 Est. Cost $46.66 Unrealized -17.2%
BA BOEING CO 0.6%
Value ($000) $1,818 Shares 9,420 Est. Cost $205.48 Unrealized 0.0%
BALL BALL CORP 0.5%
Value ($000) $1,716 Shares 25,476 Est. Cost $52.59 Unrealized +12.5%
NSC NORFOLK SOUTHN CORP 0.5%
Value ($000) $1,677 Shares 6,578 Est. Cost $222.29 Unrealized +7.0%
CBRE CBRE GROUP INC 0.5%
Value ($000) $1,666 Shares 17,137 Est. Cost $77.87 Unrealized +15.3%
DBX DROPBOX INC 0.5%
Value ($000) $1,633 Shares 67,215 Est. Cost $28.02 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $1,605 Shares 27,696 Est. Cost $39.77 Unrealized +26.0%
HSIC HENRY SCHEIN INC 0.5%
Value ($000) $1,575 Shares 20,854 Est. Cost $75.01 Unrealized 0.0%
THOUGHTWORKS HOLDING INC 0.5%
Value ($000) $1,541 Shares 609,078 Est. Cost $2.70 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.5%
Value ($000) $1,521 Shares 99,996 Est. Cost $15.97 Unrealized
LAM RESEARCH CORP 0.5%
Value ($000) $1,508 Shares 1,552 Est. Cost $371.80 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,357 Shares 20,251 Est. Cost $79.99 Unrealized -23.4%
JD JD.COM INC 0.4%
Value ($000) $1,319 Shares 48,165 Est. Cost $55.69 Unrealized
ASML ASML HOLDING N V 0.4%
Value ($000) $1,246 Shares 1,284 Est. Cost $446.52 Unrealized
CRON CRONOS GROUP INC 0.4%
Value ($000) $1,211 Shares 464,042 Est. Cost $1.95 Unrealized +9.7%
ATKR ATKORE INC 0.4%
Value ($000) $1,175 Shares 6,175 Est. Cost $133.93 Unrealized +15.3%
SLGN SILGAN HLDGS INC 0.4%
Value ($000) $1,152 Shares 23,730 Est. Cost $48.63 Unrealized -8.7%
NXE NEXGEN ENERGY LTD 0.3%
Value ($000) $1,064 Shares 136,783 Est. Cost $4.06 Unrealized +82.9%
FOXF FOX FACTORY HLDG CORP 0.3%
Value ($000) $998 Shares 19,175 Est. Cost $58.98 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $954 Shares 4,369 Est. Cost $234.39 Unrealized
EC ECOPETROL S A 0.3%
Value ($000) $898 Shares 75,845 Est. Cost $10.56 Unrealized
UHAL U HAUL HOLDING COMPANY 0.3%
Value ($000) $859 Shares 12,714 Est. Cost $57.99 Unrealized +14.0%
EPAM EPAM SYS INC 0.2%
Value ($000) $789 Shares 2,858 Est. Cost $253.87 Unrealized +15.9%
PAYO PAYONEER GLOBAL INC 0.2%
Value ($000) $768 Shares 157,955 Est. Cost $4.87 Unrealized 0.0%
OBE OBSIDIAN ENERGY LTD 0.2%
Value ($000) $741 Shares 90,000 Est. Cost $6.44 Unrealized +8.7%
CCJ CAMECO CORP 0.2%
Value ($000) $739 Shares 17,065 Est. Cost $26.27 Unrealized +66.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $667 Shares 4,263 Est. Cost $145.70 Unrealized +5.5%
DOCU DOCUSIGN INC 0.2%
Value ($000) $635 Shares 10,655 Est. Cost $56.46 Unrealized 0.0%
VITAL ENERGY INC 0.2%
Value ($000) $551 Shares 10,491 Est. Cost $45.15 Unrealized
WMG WARNER MUSIC GROUP CORP 0.2%
Value ($000) $500 Shares 15,135 Est. Cost $25.91 Unrealized +28.4%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $458 Shares 7,050 Est. Cost $41.76 Unrealized +37.8%
NTES NETEASE INC 0.1%
Value ($000) $458 Shares 4,422 Est. Cost $93.29 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.1%
Value ($000) $439 Shares 27,390 Est. Cost $20.44 Unrealized -20.4%
ROKU ROKU INC 0.1%
Value ($000) $428 Shares 6,560 Est. Cost $77.80 Unrealized 0.0%
AVID BIOSERVICES INC 0.1%
Value ($000) $417 Shares 62,306 Est. Cost $8.60 Unrealized
KWEB KRANESHARES TRUST 0.1%
Value ($000) $404 Shares 15,385 Est. Cost $26.25 Unrealized
FIGS FIGS INC 0.1%
Value ($000) $344 Shares 69,157 Est. Cost $5.75 Unrealized 0.0%
FUTU FUTU HLDGS LTD 0.1%
Value ($000) $330 Shares 6,095 Est. Cost $54.15 Unrealized
WB WEIBO CORP 0.1%
Value ($000) $317 Shares 34,826 Est. Cost $21.27 Unrealized
ATR APTARGROUP INC 0.1%
Value ($000) $314 Shares 2,180 Est. Cost $98.45 Unrealized +34.1%
RCMT RCM TECHNOLOGIES INC 0.1%
Value ($000) $251 Shares 11,737 Est. Cost $14.23 Unrealized +94.3%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $251 Shares 1,215 Est. Cost $144.16 Unrealized +25.1%
GPGI COMPOSECURE INC 0.1%
Value ($000) $234 Shares 32,323 Est. Cost $5.58 Unrealized -19.1%
TIGR UP FINTECH HLDG LTD 0.1%
Value ($000) $201 Shares 58,325 Est. Cost $3.44 Unrealized
LEE LEE ENTERPRISES INC 0.1%
Value ($000) $183 Shares 13,763 Est. Cost $18.12 Unrealized -42.4%
DNN DENISON MINES CORP 0.1%
Value ($000) $180 Shares 92,100 Est. Cost $1.24 Unrealized +53.5%
AVAL GRUPO AVAL ACCIONES Y VALORE 0.1%
Value ($000) $173 Shares 75,000 Est. Cost $2.34 Unrealized
CUTERA INC 0.0%
Value ($000) $156 Shares 105,945 Est. Cost $15.13 Unrealized