Kimelman & Baird, LLC Q2 2024 Filing

Filed August 19, 2024

Portfolio Value

$1.2T

Holdings

373

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (373 positions)

#StockSharesValue% PortfolioType
301
AG8AGILENT TECHNOLOGIES INC
19$2.5M0.00%
302
CCCHEMOURS CO
100$2.3M0.00%
303
FCPTFOUR CORNERS PPTY TR INC
90$2.2M0.00%
304
CMPCOMPASS MINERALS INTL INC
200$2.1M0.00%
305
COINCOINBASE GLOBAL INC
9$2.0M0.00%
306
ALCALCON AG
18$1.6M0.00%
307
XRXXEROX HOLDINGS CORP
136$1.6M0.00%
308
AMDADVANCED MICRO DEVICES INC
9$1.5M0.00%
309
SCHWSCHWAB CHARLES CORP
19$1.4M0.00%
310
SPGIS&P GLOBAL INC
3$1.3M0.00%
311
SGHCSUPER GROUP SGHC LIMITED
400$1.3M0.00%
312
T7DTRANSDIGM GROUP INC
1$1.3M0.00%
313
MCOMOODYS CORP
3$1.3M0.00%
314
KEYSKEYSIGHT TECHNOLOGIES INC
9$1.2M0.00%
315
FWONALIBERTY MEDIA CORP DEL
32$1.2M0.00%
316
LBTYALIBERTY GLOBAL LTD
66$1.2M0.00%
317
CCOCAMECO CORP
23$1.1M0.00%
318
TMOTHERMO FISHER SCIENTIFIC INC
2$1.1M0.00%
319
ZIMVZIMVIE INC
60$1.1M0.00%
320
KDKYNDRYL HLDGS INC
40$1.1M0.00%
321
DNOWDNOW INC
75$1.0M0.00%
322
DMLDENISON MINES CORP
517$1.0M0.00%
323
VISTVISTA ENERGY S.A.B. DE C.V.
22$1.0M0.00%
324
CPCANADIAN PACIFIC KANSAS CITY
12$945K0.00%
325
NXENEXGEN ENERGY LTD
131$915K0.00%
326
EWJISHARES INC
13$888K0.00%
327
GETYGETTY IMAGES HOLDINGS INC
260$848K0.00%
328
HDBHDFC BANK LTD
13$837K0.00%
329
CNRCANADIAN NATL RY CO
7$827K0.00%
330
NOWSERVICENOW INC
1$787K0.00%
331
KWEBKRANESHARES TRUST
29$784K0.00%
332
ITUBITAU UNIBANCO HLDG S A
133$777K0.00%
333
LIBERTY MEDIA CORP DEL
34$754K0.00%
334
OKTAOKTA INC
8$749K0.00%
335
XYZBLOCK INC
11$710K0.00%
336
NUNU HLDGS LTD
55$709K0.00%
337
CFLTCONFLUENT INC
24$709K0.00%
338
ORCLORACLE CORP
5$706K0.00%
339
ESTCELASTIC N V
6$684K0.00%
340
IQVIQVIA HLDGS INC
3$635K0.00%
341
MRVLMARVELL TECHNOLOGY INC
9$630K0.00%
342
GPKGRAPHIC PACKAGING HLDG CO
24$630K0.00%
343
ACVAACV AUCTIONS INC
33$603K0.00%
344
SSNCSS&C TECHNOLOGIES HLDGS INC
9$565K0.00%
345
KODKEASTMAN KODAK CO
100$538K0.00%
346
7HPHP INC
15$526K0.00%
347
FWONALIBERTY MEDIA CORP DEL
8$514K0.00%
348
EXPEEXPEDIA GROUP INC
4$504K0.00%
349
ADIANALOG DEVICES INC
2$457K0.00%
350
STMSTMICROELECTRONICS N V
10$393K0.00%
351
WSCWILLSCOT MOBIL MINI HLDNG CO
10$377K0.00%
352
XPELXPEL INC
10$356K0.00%
353
URNMSPROTT FDS TR
7$345K0.00%
354
SUSUNCOR ENERGY INC NEW
9$343K0.00%
355
016VEREN INC
42$331K0.00%
356
FIVEFIVE BELOW INC
3$327K0.00%
357
HPEHEWLETT PACKARD ENTERPRISE C
15$318K0.00%
358
REZIRESIDEO TECHNOLOGIES INC
16$314K0.00%
359
FWONALIBERTY MEDIA CORP DEL
8$301K0.00%
360
ZMZOOM VIDEO COMMUNICATIONS IN
5$296K0.00%
361
THSTREEHOUSE FOODS INC
7$257K0.00%
362
NKTREURNEKTAR THERAPEUTICS
200$248K0.00%
363
CNDTCONDUENT INC
75$245K0.00%
364
BATRAATLANTA BRAVES HLDGS INC
6$237K0.00%
365
PCGPG&E CORP
13$227K0.00%
366
BATRAATLANTA BRAVES HLDGS INC
3$124K0.00%
367
SPWRQSUNPOWER CORP
18$54K0.00%
368
XPXP INC
3$53K0.00%
369
LUMNLUMEN TECHNOLOGIES INC
40$44K0.00%
370
LILALIBERTY LATIN AMERICA LTD
4$39K0.00%
371
GPROGOPRO INC
25$36K0.00%
372
NOKNOKIA CORP
4$16K0.00%
373
PTNTPALATIN TECHNOLOGIES INC
2$4K0.00%
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