InvestInfoAI
← Tracker

Institutional

4D Advisors, LLC

CIK 0001938268
$157.8M
Reported AUM
34
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · 4D Advisors, LLC · Q1 2026

AI · grounded in 13F

4D Advisors, LLC initiated a new position in WM worth $9.19M, marking its largest purchase of the period. The fund also established new stakes in JBHT for $8.48M and ODFL for $7.82M. On the sell side, the fund closed its positions in FICO and CALX, reducing its exposure by $6.76M and $6.09M respectively.

Portfolio · Q1 2026

WM$9.2MAPEI$8.5MJBHT$8.5MODFL$7.8MPR$6.4MONTO$6.2MCOHU$5.7MTPB$5.6MFIX$5.5MFSS$5.4MCWST$5.2MAEIS$4.8MOther$79.0M4L

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1WMWASTE MGMT INC DEL$9.2M5.83%+40,000NEW
2APEIAMERICAN PUB ED INC$8.5M5.41%-25,000-14.3%
3JBHTHUNT J B TRANS SVCS INC$8.5M5.37%+40,000NEW
4ODFLOLD DOMINION FREIGHT LINE IN$7.8M4.95%+40,000NEW
5PRPERMIAN RESOURCES CORP$6.4M4.05%+300,000NEW
6ONTOONTO INNOVATION INC$6.2M3.90%HELD
7COHUCOHU INC$5.7M3.59%-15,000-7.5%
8TPBTURNING PT BRANDS INC$5.6M3.58%-50,000-43.5%
9FIXCOMFORT SYS USA INC$5.5M3.50%-1,000-20.0%
10FSSFEDERAL SIGNAL CORP$5.4M3.43%-20,000-28.6%
11CWSTCASELLA WASTE SYS INC$5.2M3.27%-30,000-31.6%
12AEISADVANCED ENERGY INDS$4.8M3.07%HELD
13UCTTULTRA CLEAN HLDGS INC$4.7M2.96%-60,000-44.4%
14ICHRICHOR HOLDINGS$4.7M2.95%+100,000NEW
15MRTNMARTEN TRANS LTD$4.6M2.91%+350,000NEW
16MPWRMONOLITHIC PWR SYS INC$4.4M2.77%HELD
17AXONAXON ENTERPRISE INC$4.2M2.69%-2,500-20.0%
18MYRGMYR GROUP INC$4.2M2.68%+15,000NEW
19KNFKNIFE RIVER CORP$4.1M2.59%HELD
20KLICKULICKE & SOFFA INDS INC$3.9M2.50%+60,000NEW
21XPOXPO INC$3.9M2.47%+20,000NEW
22CECOCECO ENVIRONMENTAL CORP$3.9M2.45%+65,000NEW
23KNXKNIGHT-SWIFT TRANSN HLDGS IN$3.7M2.37%-10,000-13.3%
24CVLGCOVENANT LOGISTICS GROUP INC$3.7M2.32%+135,000NEW
25POWLPOWELL INDS INC$3.5M2.23%+6,500NEW
26AEBIAEBI SCHMIDT HLDG AG$3.4M2.15%+350,000NEW
27BHEBENCHMARK ELECTRS INC$3.4M2.13%+60,000NEW
28CSLCARLISLE COS INC$3.3M2.11%-10,000-50.0%
29SHLSSHOALS TECHNOLOGIES GROUP IN$3.3M2.09%+500,000NEW
30NEMNEWMONT CORP$3.2M2.06%-20,000-40.0%
31CACICACI INTL INC$3.0M1.90%+5,500NEW
32BOOTBOOT BARN HLDGS INC$2.9M1.86%HELD
33CELHCELSIUS HLDGS INC$2.7M1.69%-65,000-46.4%
34FANGDIAMONDBACK ENERGY INC$281K0.18%+1,422NEW
35FICOFAIR ISAAC CORP-4,000EXITED
36CALXCALIX INC-115,000EXITED
37ACVAACV AUCTIONS INC-750,000EXITED
38SGHCSUPER GROUP SGHC LIMITED-500,000EXITED
39DAVEDAVE INC-25,000EXITED
40UTIUNIVERSAL TECHNICAL INST INC-175,000EXITED
41LINCLINCOLN EDL SVCS CORP-185,000EXITED
42DINDINE BRANDS GLOBAL INC-135,000EXITED
43KAIKADANT INC-15,000EXITED
44NENOBLE CORP PLC-150,000EXITED
45NSSCNAPCO SEC TECHNOLOGIES INC-100,000EXITED
46ONON SEMICONDUCTOR CORP-75,000EXITED
47ESTAESTABLISHMENT LABS HLDGS INC-55,000EXITED
48RAMPLIVERAMP HLDGS INC-135,000EXITED
49QUREQUANTA SVCS INC-8,500EXITED
50TRNSTRANSCAT INC-60,000EXITED
51MEIMETHODE ELECTRS INC-500,000EXITED
52LOVELOVESAC COMPANY-200,000EXITED
53BBSIBARRETT BUSINESS SVCS INC-75,000EXITED
54PALPROFICIENT AUTO LOGISTICS IN-200,000EXITED

Source: SEC EDGAR · accession 0001938268-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.