Kerrisdale Advisers’s Madison Square Garden MSGE Stock Holding History

Kerrisdale Advisers’s Portfolio MSGE Stock Details MSGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$491K	Sell	6,064 -25,005	-80%	-$1.71M	0.12%	95
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

Other funds holding MSGE

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Starlite Capital Dallas, Texas $9.7B AUM

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kerrisdale Advisers's MSGE Position: Q2 2026 in Review

Kerrisdale Advisers reduced its Madison Square Garden (MSGE) stake by 80% in Q2 2026, selling an estimated $1.71M and leaving 6,064 shares worth $491K. The position accounts for 0.12% of the portfolio, ranked #95.

Kerrisdale Advisers first reported a position in MSGE in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.42M in Q1 2024. 278 funds tracked by Wall St. Rank hold MSGE as of Q2 2026.

Kerrisdale Advisers held 6,064 shares of Madison Square Garden worth $491K as of Q2 2026.
Kerrisdale Advisers sold 25,005 Madison Square Garden shares in Q2 2026, an estimated $1.71M.
Madison Square Garden made up 0.12% of Kerrisdale Advisers's portfolio in Q2 2026, its #95 holding.
Kerrisdale Advisers first reported a position in Madison Square Garden in Q2 2023 and has held it in 13 quarters since.
Kerrisdale Advisers's Madison Square Garden position peaked at $7.42M in Q1 2024.
278 funds tracked by Wall St. Rank held Madison Square Garden as of Q2 2026.

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