Kerrisdale Advisers, LLC Portfolio Holdings
Kerrisdale Advisers, LLC
- $264 Million
- Q3 2024
Kerrisdale Advisers, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $264 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Sysco Corp with a value of $19.7M, Visa Inc. with a value of $18.1M, Diageo PLC with a value of $16.6M, Alphabet Inc. with a value of $13.5M, and Sotera Health CO with a value of $13.3M.
Examining the 13F form we can see an decrease of $20.1M in the current position value, from $284M to 264M.
Kerrisdale Advisers, LLC is based out at Miami, FL
Below you can find more details about Kerrisdale Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$264 Million
Technology: $65.1 Million
Industrials: $43.4 Million
Financial Services: $42.1 Million
Consumer Defensive: $36.3 Million
Consumer Cyclical: $28.3 Million
Healthcare: $19.1 Million
Communication Services: $15.9 Million
Energy: $9.29 Million
Other: $4.52 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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