Hedge Fund - Kerrisdale Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | SYY | 251,926 | $19,665,344 | -41% | 6.68% | ||
| 2. | V | 65,710 | $18,066,965 | -16% | 6.14% | ||
| 3. | DEO | 118,449 | $16,623,133 | 5.65% | |||
| 4. | GOOGL | 81,292 | $13,482,278 | 4.58% | |||
| 5. | SHC | 795,312 | $13,281,710 | -18% | 4.51% |
