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Kerrisdale Advisers’s Griffon GFF Stock Holding History

Kerrisdale Advisers’s Portfolio GFF Stock Details GFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$997K Sell
10,220
-6,440
-39% -$562K 0.25% 74
2026
Q1 		$1.21M Buy
16,660
+9,510
+133% +$771K 0.46% 53
2025
Q4 		$527K Buy
+7,150
New +$532K 0.25% 55
2023
Q2 		– Sell
-19,885
Closed -$637K – 93
2023
Q1 		$637K Buy
+19,885
New +$728K 0.19% 72

Other funds holding GFF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Kerrisdale Advisers's GFF Position: Q2 2026 in Review

Kerrisdale Advisers reduced its Griffon (GFF) stake by 39% in Q2 2026, selling an estimated $562K and leaving 10,220 shares worth $997K. The position accounts for 0.25% of the portfolio, ranked #74.

Kerrisdale Advisers first reported a position in GFF in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.21M in Q1 2026. 346 funds tracked by Wall St. Rank hold GFF as of Q2 2026.

  • Kerrisdale Advisers held 10,220 shares of Griffon worth $997K as of Q2 2026.
  • Kerrisdale Advisers sold 6,440 Griffon shares in Q2 2026, an estimated $562K.
  • Griffon made up 0.25% of Kerrisdale Advisers's portfolio in Q2 2026, its #74 holding.
  • Kerrisdale Advisers first reported a position in Griffon in Q1 2023 and has held it in 4 quarters since.
  • Kerrisdale Advisers's Griffon position peaked at $1.21M in Q1 2026.
  • 346 funds tracked by Wall St. Rank held Griffon as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.