Reasons to Short Carvana Co. (CVNA)
Investment management company Kerrisdale Capital released an investor letter in June 2023 about its short position in Carvana Co. (NYSE:CVNA). A copy of the same can be downloaded here.
Hedge Fund - Kerrisdale Capital
Get Email AlertsSahm Adrangi Bio, Returns, AUM, Net Worth
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Fund Profile
Filing Period:
| Fund Name: | Kerrisdale Capital |
| Manager | Sahm Adrangi |
| Portfolio Value | $370,990,978 |
| Change This QTR | +1.10% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| 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% |
Latest 13D & 13G Filings
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2022-02-11 | ||||
| 2021-07-21 | ||||
| 2019-02-13 | ||||
| 2018-06-27 | ||||
| 2018-02-13 |
News, Interviews and Investor Letters
Here’s Why Kerrisdale Capital Shorted C3.ai (AI) Shares
Investment management company Kerrisdale Capital released an investor letter in March about its short position in C3.ai, Inc. (NYSE:AI). A copy of the same can be downloaded here.
Here's Why Kerrisdale Capital Shorted Lightwave Logic (LWLG)
Kerrisdale Capital, an investment management company, released an investor letter covering Lightwave Logic, Inc. (NASDAQ:LWLG) in June. A copy of the same can be downloaded here.
Is Paycom Software (PAYC) an Attractive Investment for the Long-Term?
Kerrisdale Capital, an investment management company, released its investor letter for July. A copy of the same can be downloaded here.
Is Tencent Music Entertainment Group (TME) A Smart Long-Term Buy?
Kerrisdale Capital, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here.
UP Fintech Holding (TIGR) A Smart Long-Term Buy?
Kerrisdale Capital, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here.
Kerrisdale Capital's Q2 2021 Investor Letter
Kerrisdale Capital, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here.
fuboTV (FUBO): Kerrisdale Capital's Short Thesis
"We are short shares of Fubo, a $6bn company that has seen its share price increase 4x following its October 7th IPO on the NYSE.
Hedge Fund and Insider Trading News: Sahm Adrangi, Daniel Loeb, P2 Capital Partners, GMT Capital, Chatham Asset Management, Mettler-Toledo International Inc. (MTD), Tetra Tech, Inc. (TTEK), and More
A luxury yacht owned by hedge fund manager Daniel Loeb damaged a pristine reef atoll in Belize near the famous Great Blue Hole, a popular diving site.
Hedge Fund Battleground Stock Crashes and Burns
Insider Monkey tracks hedge funds' moves to identify the best stocks to buy and short. We recommend about 10-15 long positions and 5-10 short positions in our quarterly newsletter every quarter.
Hedge Fund and Insider Trading News: Sahm Adrangi, Bernard Selz, Stryker Corporation (SYK), VBI Vaccines Inc (VBIV), and More
Kerrisdale Capital, the US hedge fund that made a public enemy of Neil Woodford after shorting two of his prominent holdings, is no longer making bets against companies backed by the embattled UK stock...
Hedge Fund and Insider Trading News: David Einhorn, John Paulson, Kerrisdale Capital, Bridgewater Associates, Nielsen Holdings PLC (NLSN), VEREIT, Inc. (VER), and More
Reflecting on his worst year ever, all-star hedge fund manager David Einhorn explained in a letter to investors why his hedge funds lost more than a third of its value last year.
Kerrisdale Capital Management’s Return, AUM, and Holdings
Back in 2009, Sahm Adrangi decided it was time to launch his own hedge fund, and so he founded Kerrisdale Capital Management, a New York-based investment management firm with the main focus on long-term...
Kerrisdale Capital Investor Letter: The Bullish Thesis That Lead to 80% Q3 Returns
Sahm Adrangi's Kerrisdale Capital was the top performing hedge fund tracked by our database in Q3 according to our returns methodology.
Hedge Fund and Insider Trading News: George Soros, Kerrisdale Capital, Trilogy Metals Inc (TMQ), American Airlines Group Inc (AAL), and More
LONDON (Reuters) - News that billionaire financier George Soros is a backer of a campaign group seeking to keep Britain in the EU added fire to Britain’s Brexit debate on Thursday, with supporters of...
