Kimelman & Baird, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$1.2T

Holdings

342

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (342 positions)

#StockSharesValue% PortfolioType
301
VISTVISTA ENERGY S.A.B. DE C.V.
22$1.1M0.00%
302
HDBHDFC BANK LTD
13$997K0.00%
303
KWEBKRANESHARES TRUST
29$996K0.00%
304
ITUBITAU UNIBANCO HLDG S A
146$992K0.00%
305
EWJISHARES INC
13$975K0.00%
306
CPCANADIAN PACIFIC KANSAS CITY
12$952K0.00%
307
DMLDENISON MINES CORP
517$941K0.00%
308
NXENEXGEN ENERGY LTD
131$910K0.00%
309
TMOTHERMO FISHER SCIENTIFIC INC
2$811K0.00%
310
OKTAOKTA INC
8$800K0.00%
311
FWONALIBERTY MEDIA CORP DEL
8$760K0.00%
312
NUNU HLDGS LTD
55$755K0.00%
313
SSNCSS&C TECHNOLOGIES HLDGS INC
9$746K0.00%
314
CNRCANADIAN NATL RY CO
7$729K0.00%
315
EXPEEXPEDIA GROUP INC
4$675K0.00%
316
FWONALIBERTY MEDIA CORP DEL
8$636K0.00%
317
NBISNEBIUS GROUP N.V.
11$609K0.00%
318
CFLTCONFLUENT INC
24$599K0.00%
319
KODKEASTMAN KODAK CO
100$565K0.00%
320
ZIMVZIMVIE INC
60$561K0.00%
321
ACVAACV AUCTIONS INC
33$536K0.00%
322
ESTCELASTIC N V
6$506K0.00%
323
GPKGRAPHIC PACKAGING HLDG CO
24$506K0.00%
324
ADIANALOG DEVICES INC
2$477K0.00%
325
IQVIQVIA HLDGS INC
3$473K0.00%
326
FIVEFIVE BELOW INC
3$394K0.00%
327
ZMZOOM COMMUNICATIONS INC
5$390K0.00%
328
XPELXPEL INC
10$359K0.00%
329
SNRENSUNRISE COMMUNICATIONS AG
6$340K0.00%
330
SUSUNCOR ENERGY INC NEW
9$338K0.00%
331
URNMSPROTT FDS TR
7$336K0.00%
332
NKTRNEKTAR THERAPEUTICS
13$336K0.00%
333
LBTYALIBERTY GLOBAL LTD
30$310K0.00%
334
STMSTMICROELECTRONICS N V
10$305K0.00%
335
BATRAATLANTA BRAVES HLDGS INC
6$281K0.00%
336
WSCWILLSCOT HLDGS CORP
10$274K0.00%
337
XRXXEROX HOLDINGS CORP
50$264K0.00%
338
LUMNLUMEN TECHNOLOGIES INC
34$149K0.00%
339
BATRAATLANTA BRAVES HLDGS INC
3$148K0.00%
340
XPXP INC
3$61K0.00%
341
NOKNOKIA CORP
4$21K0.00%
342
GPROGOPRO INC
25$19K0.00%
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