Kerrisdale Advisers, LLC

Position in SHMD — SCHMID Group N.V.

CIK 1569688 Miami, FL

Position in SHMD

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

Position Value

$1,211,341

New position

Shares Held

193,505

first reported quarter

Ownership

0.295%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#11

of 42 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kerrisdale Advisers, LLC holds $117,240,267 across 5 Specialty Industrial Machinery names. SHMD ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RRX	Regal Rexnord Corp	463,295	$110,352,236
2	ETN	Eaton Corp plc	7,817	$3,330,980
3	NDSN	Nordson Corp	4,530	$1,366,655
4	SHMD	SCHMID Group N.V. This page	193,505	$1,211,341
5	PSIX	Power Solutions International, Inc.	25,175	$979,055

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,211,341	193,505	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.