Fund Name: | Kerrisdale Capital |
Manager | Sahm Adrangi |
Portfolio Value | $370,990,978 |
Change This QTR | +1.10% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | NE | 602,057 | $24,870,975 | +23% | 6.7% | ||
2. | AON | 58,529 | $20,204,211 | 5.44% | |||
3. | SYY | 269,020 | $19,961,284 | +42% | 5.38% | ||
4. | V | 77,035 | $18,294,272 | +31% | 4.93% | ||
5. | VAL | 267,844 | $16,855,423 | +4% | 4.54% |
Symbol | Company | Filed By | Filing Date | Filing |
---|---|---|---|---|
2022-02-11 | ||||
2021-07-21 | ||||
2019-02-13 | ||||
2018-06-27 | ||||
2018-02-13 |