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. | V | 82,494 | $21,477,313 | +2% | 6.39% | ||
| 2. | SYY | 273,792 | $20,022,409 | +2% | 5.96% | ||
| 3. | NE | 393,064 | $18,929,962 | +11% | 5.63% | ||
| 4. | DEO | 107,367 | $15,639,077 | +140% | 4.65% | ||
| 5. | AON | 52,977 | $15,417,367 | 4.59% |
