KERRISDALE ADVISERS, LLC Information

1212 AVENUE OF THE AMERICAS, NEW YORK, New York, 10036, (212) 792-9788

Report Date: 03/31/2014

Position Statistics

Total Positions 62
New Positions 9
Increased Positions 23
Decreased Positions 31
Positions with Activity 54
Sold Out Positions 21
Total Mkt Value (in $ millions) 207

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.31%
Capital Goods 0%
Conglomerates 0.52%
Consumer Cyclical 0.6%
Consumer/Non-Cyclical 12.81%
Energy 0%
Financial 18.78%
Healthcare 1.14%
Services 27.36%
Technology 7.4%
Transportation 18.13%
Utilities 0%

62 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RADIANT LOGISTICS INC COM 144 New 47,924
AES CORP COM -333 Sold Out 0
ASSURED GUARANTY LTD COM -1,294 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW -4,296 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL A -5,390 Sold Out 0
BLUEKNIGHT ENERGY PARTNERS L P COM UNIT -3,781 Sold Out 0
COOPER COS INC COM NEW -1,725 Sold Out 0
E TRADE FINANCIAL CORP COM NEW -13,789 Sold Out 0
ENERGY XXI BERMUDA LTD USD UNRS SHS -514 Sold Out 0
FIRSTHAND TECH VALUE FD INC COM -200 Sold Out 0
GAMING & LEISURE PPTYS INC COM -1,386 Sold Out 0
INTERACTIVE BROKERS GROUP INC COM -2,772 Sold Out 0
JPMORGAN CHASE & CO COM -1,347 Sold Out 0
LINDSAY CORP COM -6,053 Sold Out 0
MAGICJACK VOCALTEC LTD SHS -4,113 Sold Out 0
MURPHY USA INC COM -8,322 Sold Out 0
PROASSURANCE CORP COM -4,911 Sold Out 0
STEINER LEISURE LTD ORD -267 Sold Out 0
SYNACOR INC COM -141 Sold Out 0
TOWER GROUP INTL LTD COM -1,711 Sold Out 0