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KA
Kerrisdale Advisers Portfolio holdings
AUM
$263M
1-Year Est. Return
40.01%
This Fund
S&P 500
This Quarter
Est. Return
+6.59%
1 Year Est. Return
+40.01%
3 Year Est. Return
+49.71%
5 Year Est. Return
+28.22%
10 Year Est. Return
+900.65%
AUM
$217M
AUM Growth
–
Cap. Flow
+$219M
Cap. Flow
% of AUM
100.72%
Top 10 Holdings %
Top 10 Hldgs %
51.18%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
U-Haul Holding Co
UHAL
|
+$17.7M |
| 2 |
Omnicom Group
OMC
|
+$13.8M |
| 3 |
Strategic Education
STRA
|
+$12M |
| 4 |
CMA
Comerica
CMA
|
+$11M |
| 5 |
Lindsay Corp
LNN
|
+$10.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 23.98% |
| 2 | Consumer Staples | 17.43% |
| 3 | Industrials | 15.02% |
| 4 | Communication Services | 9.42% |
| 5 | Consumer Discretionary | 8.5% |
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Kerrisdale Advisers's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Kerrisdale Advisers, which disclosed 65 positions worth $217M. Its ten largest holdings account for 51% of the portfolio.
Its largest position is U-Haul Holding Co: 1,065,590 shares worth $17.3M.
By sector, the portfolio is most concentrated in Financials at 24% of assets, followed by Consumer Staples and Industrials.
- Kerrisdale Advisers's largest Q2 2013 buy was U-Haul Holding Co: 1,065,590 shares worth $17.3M.
- Kerrisdale Advisers's ten largest holdings make up 51% of its $217M portfolio in Q2 2013.
- Kerrisdale Advisers disclosed 65 positions in Q2 2013, its first 13F filing on record.
Based on Kerrisdale Advisers's 13F filing for Q2 2013, filed 14 Aug 2013.