Kerrisdale Advisers, LLC

Position in ADTN — ADTRAN Holdings, Inc.

CIK 1569688 Miami, FL

Position in ADTN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$980,214

-$5,964,071 QoQ

Shares Held

70,519

-87.2% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#111

of 248 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Kerrisdale Advisers, LLC holds $20,663,359 across 3 Communication Equipment names. ADTN ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BDC	Belden Inc.	143,000	$17,147,130
2	NOK	Nokia Corp	190,965	$2,536,015
3	ADTN	ADTRAN Holdings, Inc. This page	70,519	$980,214

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$980,214	70,519	-87.2%	Shares	Sole	2026-08-14
2026-03-31	$6,944,285	552,010	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.