Top 10 Stock Picks of Brian Scudieri's Kehrs Ridge Capital
In this article, we discuss the top 10 stock picks of Brian Scudieri’s Kehrs Ridge Capital.
| Fund Name: | Kehrs Ridge Capital |
| Manager | Brian Scudieri |
| Portfolio Value | $259,510,000 |
| Change This QTR | +1.27% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | WMT | 510,000 | $22,049,000 | +70% | 8.49% | ||
| 2. | MNST | 460,000 | $20,001,000 | +54% | 7.7% | ||
| 3. | MO | 415,000 | $16,758,000 | NEW | 6.45% | ||
| 4. | KHC | 450,000 | $15,008,000 | +6% | 5.78% | ||
| 5. | POST | 171,500 | $14,048,000 | -2% | 5.41% |