Kerrisdale Advisers’s Seagate STX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-5,724
Closed -$1.58M 120
2025
Q4
$1.58M Sell
5,724
-24,334
-81% -$6.32M 0.74% 34
2025
Q3
$7.1M Sell
30,058
-262,693
-90% -$44.8M 3.68% 8
2025
Q2
$42.3M Sell
292,751
-272,332
-48% -$28.2M 22.04% 1
2025
Q1
$48M Buy
565,083
+425,337
+304% +$40.2M 20.09% 1
2024
Q4
$12.1M Buy
139,746
+49,226
+54% +$4.96M 4.07% 7
2024
Q3
$9.91M Sell
90,520
-920
-1% -$94.1K 3.37% 7
2024
Q2
$9.44M Buy
91,440
+20,410
+29% +$1.91M 2.96% 7
2024
Q1
$6.61M Sell
71,030
-35,757
-33% -$3.14M 2.08% 16
2023
Q4
$9.12M Sell
106,787
-232,269
-69% -$17.3M 2.72% 10
2023
Q3
$22.4M Buy
339,056
+219,669
+184% +$14.1M 7.08% 1
2023
Q2
$7.39M Buy
119,387
+105,357
+751% +$6.43M 1.99% 14
2023
Q1
$928K Buy
+14,030
New +$893K 0.27% 62

Other funds holding STX

Kerrisdale Advisers's STX Position: Q1 2026 in Review

Kerrisdale Advisers sold out of Seagate (STX) in Q1 2026, closing a stake of 5,724 shares — an estimated $1.58M sold.

Kerrisdale Advisers first reported a position in STX in Q1 2023 and held it in 12 quarters. The position peaked at $48M in Q1 2025. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Kerrisdale Advisers reported no remaining Seagate position as of Q1 2026 after selling out during the quarter.
  • Kerrisdale Advisers sold 5,724 Seagate shares in Q1 2026, an estimated $1.58M.
  • Kerrisdale Advisers first reported a position in Seagate in Q1 2023 and held it in 12 quarters.
  • Kerrisdale Advisers's Seagate position peaked at $48M in Q1 2025.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Kerrisdale Advisers's 13F filing for Q1 2026, filed 15 May 2026.