Filed: 8/14/2026ACC: 0001172661-26-003452
📋 What this filing means
KERRISDALE ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $399.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$399.22M
Total AUM (reported)
7.64M
Total Shares
Allocation by class
COM$288.42M72.2%
COM CL A$29.41M7.4%
CL A$11.35M2.8%
COM NEW$10.16M2.5%
CAP STK CL A$9.08M2.3%
SHS$8.13M2.0%
COM SER N$7.34M1.8%
Portfolio Concentration
Top 3$144.66M36.2%
4–10$71.57M17.9%
11–25$75.40M18.9%
Rest$107.60M27.0%
Top 3 weight
36.2%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 7.64M
Sole
Full voting authority
7.64M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole114
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings114
Rows:
REGAL REXNORD CORPORATION
SOLEShares463.30K
TypeSH
Market value$110.35M
27.64%
Sole
463.30K
Shared
0.00
None
0.00
VISA INC
SOLEShares50.03K
TypeSH
Market value$17.17M
4.30%
Sole
50.03K
Shared
0.00
None
0.00
BELDEN INC
SOLEShares143K
TypeSH
Market value$17.15M
4.30%
Sole
143K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares8.72K
TypeSH
Market value$14.81M
3.71%
Sole
8.72K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares55.89K
TypeSH
Market value$13.32M
3.34%
Sole
55.89K
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares599.25K
TypeSH
Market value$10.64M
2.66%
Sole
599.25K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares25.41K
TypeSH
Market value$9.08M
2.27%
Sole
25.41K
Shared
0.00
None
0.00
SKYWORKS SOLUTIONS INC
SOLEShares123.34K
TypeSH
Market value$8.36M
2.09%
Sole
123.34K
Shared
0.00
None
0.00
ACM RESH INC
SOLEShares62.57K
TypeSH
Market value$7.94M
1.99%
Sole
62.57K
Shared
0.00
None
0.00
AZENTA INC
SOLEShares290.68K
TypeSH
Market value$7.42M
1.86%
Sole
290.68K
Shared
0.00
None
0.00
U HAUL HOLDING COMPANY
SOLEShares127.23K
TypeSH
Market value$7.34M
1.84%
Sole
127.23K
Shared
0.00
None
0.00
POOL CORP
SOLEShares33.80K
TypeSH
Market value$7.26M
1.82%
Sole
33.80K
Shared
0.00
None
0.00
SYSCO CORP
SOLEShares83.48K
TypeSH
Market value$6.98M
1.75%
Sole
83.48K
Shared
0.00
None
0.00
FORGENT POWER SOLUTIONS INC
SOLEShares116.57K
TypeSH
Market value$6.51M
1.63%
Sole
116.57K
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares51.98K
TypeSH
Market value$6.15M
1.54%
Sole
51.98K
Shared
0.00
None
0.00
TELEPHONE & DATA SYS INC
SOLEShares163.76K
TypeSH
Market value$6.06M
1.52%
Sole
163.76K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares18.95K
TypeSH
Market value$5.15M
1.29%
Sole
18.95K
Shared
0.00
None
0.00
IPG PHOTONICS CORP
SOLEShares41.45K
TypeSH
Market value$4.86M
1.22%
Sole
41.45K
Shared
0.00
None
0.00
DOUBLEVERIFY HLDGS INC
SOLEShares398.44K
TypeSH
Market value$4.32M
1.08%
Sole
398.44K
Shared
0.00
None
0.00
ILLUMINA INC
SOLEShares22.09K
TypeSH
Market value$3.88M
0.97%
Sole
22.09K
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares141.35K
TypeSH
Market value$3.50M
0.88%
Sole
141.35K
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares64.72K
TypeSH
Market value$3.45M
0.86%
Sole
64.72K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares7.82K
TypeSH
Market value$3.33M
0.83%
Sole
7.82K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares7.47K
TypeSH
Market value$3.33M
0.83%
Sole
7.47K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares170.81K
TypeSH
Market value$3.26M
0.82%
Sole
170.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REGAL REXNORD CORPORATIONSOLE | COM | 463.30K | SH | $110.35M 27.64% | 463.30K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 50.03K | SH | $17.17M 4.30% | 50.03K | 0.00 | 0.00 |
BELDEN INCSOLE | COM | 143K | SH | $17.15M 4.30% | 143K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 8.72K | SH | $14.81M 3.71% | 8.72K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 55.89K | SH | $13.32M 3.34% | 55.89K | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 599.25K | SH | $10.64M 2.66% | 599.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 25.41K | SH | $9.08M 2.27% | 25.41K | 0.00 | 0.00 |
SKYWORKS SOLUTIONS INCSOLE | COM | 123.34K | SH | $8.36M 2.09% | 123.34K | 0.00 | 0.00 |
ACM RESH INCSOLE | COM CL A | 62.57K | SH | $7.94M 1.99% | 62.57K | 0.00 | 0.00 |
AZENTA INCSOLE | COM | 290.68K | SH | $7.42M 1.86% | 290.68K | 0.00 | 0.00 |
U HAUL HOLDING COMPANYSOLE | COM SER N | 127.23K | SH | $7.34M 1.84% | 127.23K | 0.00 | 0.00 |
POOL CORPSOLE | COM | 33.80K | SH | $7.26M 1.82% | 33.80K | 0.00 | 0.00 |
SYSCO CORPSOLE | COM | 83.48K | SH | $6.98M 1.75% | 83.48K | 0.00 | 0.00 |
FORGENT POWER SOLUTIONS INCSOLE | COM SHS CL A | 116.57K | SH | $6.51M 1.63% | 116.57K | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 51.98K | SH | $6.15M 1.54% | 51.98K | 0.00 | 0.00 |
TELEPHONE & DATA SYS INCSOLE | COM NEW | 163.76K | SH | $6.06M 1.52% | 163.76K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 18.95K | SH | $5.15M 1.29% | 18.95K | 0.00 | 0.00 |
IPG PHOTONICS CORPSOLE | COM | 41.45K | SH | $4.86M 1.22% | 41.45K | 0.00 | 0.00 |
DOUBLEVERIFY HLDGS INCSOLE | COM | 398.44K | SH | $4.32M 1.08% | 398.44K | 0.00 | 0.00 |
ILLUMINA INCSOLE | COM | 22.09K | SH | $3.88M 0.97% | 22.09K | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 141.35K | SH | $3.50M 0.88% | 141.35K | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 64.72K | SH | $3.45M 0.86% | 64.72K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 7.82K | SH | $3.33M 0.83% | 7.82K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 7.47K | SH | $3.33M 0.83% | 7.47K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 170.81K | SH | $3.26M 0.82% | 170.81K | 0.00 | 0.00 |
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