Hedge Fund - Kerrisdale Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | SYY | 425,382 | $30,368,021 | +86% | 9.5% | ||
| 2. | V | 77,559 | $20,356,911 | -5% | 6.37% | ||
| 3. | NE | 343,255 | $15,326,336 | -13% | 4.79% | ||
| 4. | DEO | 118,449 | $14,934,050 | +10% | 4.67% | ||
| 5. | GOOGL | 81,292 | $14,807,338 | -12% | 4.63% |
