Kerrisdale Advisers’s Madison Square Garden MSGE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.83M	Sell	31,069 -11,900	-28%	-$704K	0.7%	39
2025 Q4	$2.32M	Sell	42,969 -526	-1%	-$25.3K	1.09%	26
2025 Q3	$1.97M	Hold	43,495	–	–	1.02%	29
2025 Q2	$1.74M	Hold	43,495	–	–	0.91%	26
2025 Q1	$1.42M	Hold	43,495	–	–	0.6%	33
2024 Q4	$1.55M	Sell	43,495 -34,451	-44%	-$1.33M	0.52%	41
2024 Q3	$3.32M	Sell	77,946 -77,522	-50%	-$3.03M	1.13%	28
2024 Q2	$5.32M	Sell	155,468 -33,831	-18%	-$1.25M	1.67%	20
2024 Q1	$7.42M	Buy	189,299 +3,000	+2%	+$107K	2.33%	11
2023 Q4	$5.92M	Buy	186,299 +42,068	+29%	+$1.31M	1.76%	21
2023 Q3	$4.75M	Hold	144,231	–	–	1.5%	21
2023 Q2	$4.85M	Buy	+144,231	New	+$4.95M	1.31%	27