Kerrisdale Advisers’s Wabtec WAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
1,190
-22,320
-95% -$4.67M 0.13% 57
2025
Q1
$4.26M Sell
23,510
-14,041
-37% -$2.55M 1.78% 16
2024
Q4
$7.12M Sell
37,551
-12,860
-26% -$2.44M 2.41% 14
2024
Q3
$9.16M Sell
50,411
-7,995
-14% -$1.45M 3.12% 8
2024
Q2
$9.23M Sell
58,406
-48,024
-45% -$7.59M 2.89% 8
2024
Q1
$15.5M Sell
106,430
-3,880
-4% -$565K 4.87% 5
2023
Q4
$14M Buy
110,310
+9,445
+9% +$1.2M 4.17% 7
2023
Q3
$10.7M Buy
100,865
+866
+0.9% +$92K 3.39% 8
2023
Q2
$11M Buy
99,999
+6,970
+7% +$764K 2.96% 9
2023
Q1
$9.4M Buy
+93,029
New +$9.4M 2.78% 9
2020
Q1
Sell
-175,000
Closed -$13.6M 63
2019
Q4
$13.6M Buy
+175,000
New +$13.6M 4.81% 7