Kerrisdale Advisers, LLC - Q42025 Holdings

Kerrisdale Advisers, LLC holds 76 stocks with a total portfolio value of $ 212.31M as of Q42025. In Q42025, Kerrisdale Advisers, LLC added 11 new positions, increased stakes in 11 stocks, reduced 20 holdings, and fully exited 10 positions. The largest holding is Telephone & Data Sys Inc (TDS), representing 9.77% of the total portfolio.