Kerrisdale Advisers, LLC HDSN — HUDSON TECHNOLOGIES INC

Ownership history in Kerrisdale Advisers, LLC  ·  8 quarters on record

AI Ownership Summary

Kerrisdale Advisers, LLC reported HUDSON TECHNOLOGIES INC (HDSN) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.33% in 2025 Q3. The latest visible filing shows HDSN at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HDSN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kerrisdale Advisers, LLC's position in HUDSON TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HDSN was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HDSN stock page Kerrisdale Advisers, LLC fund profile Kerrisdale Advisers, LLC full holdings
How Kerrisdale Advisers, LLC held HDSN — position size vs. price
% of Fund (quarterly)    HDSN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 57,622 — 0% 0.13% $339K 2026-05-15 $4.92
2025 Q4 REDUCED 10.1% -14.2% ✅ 57,622 -6,478 -10.1% 0.19% $395K 2026-02-17 $7.24
2025 Q3 UNCHANGED — — — 64,100 — 0% 0.33% $637K 2025-11-14 $6.79
2025 Q2 UNCHANGED — — — 64,100 — 0% 0.27% $520K 2025-08-14 $9.60
2025 Q1 UNCHANGED — — — 64,100 — 0% 0.17% $395K 2025-05-15 $7.88
2024 Q4 UNCHANGED — — — 64,100 — 0% 0.12% $358K 2025-02-14 $5.84
2024 Q3 ADDED — — — 64,100 +6,200 +10.7% 0.18% $535K 2024-11-14 $6.18
2024 Q2 INITIATED — — — 57,900 — — 0.16% $509K 2024-08-14 $7.92

🏢 Other funds also holding HDSN

As of 2026 Q1 — sorted by position size

WESTERLY CAPITAL MANAGEMENT, LLC 3Y 7Y 5.08% Hartree Partners, LP 3Y 7Y 4.79% CASPIAN CAPITAL LP 3Y 7Y 4.17% KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 0.7% NEW SOUTH CAPITAL MANAGEMENT INC 3Y 7Y 0.35% JB CAPITAL PARTNERS LP 3Y 0.31% MARATHON CAPITAL MANAGEMENT 3Y 7Y 0.23% Pacific Ridge Capital Partners, LLC 3Y 7Y 0.19% EdgeRock Capital LLC 3Y 0.14% Numerai GP LLC 3Y 0.1%

FAQ About Kerrisdale Advisers, LLC and HDSN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kerrisdale Advisers, LLC reported owning HDSN?

Kerrisdale Advisers, LLC reported HDSN across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported HDSN position in Kerrisdale Advisers, LLC's portfolio?

The largest reported portfolio weight for HDSN was 0.33% in 2025 Q3.

What is the latest reported HDSN position on this page?

The most recent filing on this page is 2026 Q1, when Kerrisdale Advisers, LLC reported 57,622 shares, equal to 0.13% of portfolio, with an estimated market value of $339K.

What does the chart on this HDSN ownership page compare?

The chart compares Kerrisdale Advisers, LLC's quarterly HDSN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kerrisdale Advisers, LLC time their HDSN position?

Based on 13F filing dates vs. subsequent HDSN price moves, Kerrisdale Advisers, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on HDSN relative to SPY over the holding period was -36.8%.

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