4D Advisors, LLC: 13F holdings
CIK 19382682026Q2
| Positions | 37 |
|---|
| Reported value | $260.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 37 (+3 vs prior quarter) |
|---|
| Reported value | $260.3m (+65.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| KNX KNIGHT-SWIFT TRANSN HLDGS IN | 200,000 | $15.6m | 6.0% |
| JBHT HUNT J B TRANS SVCS INC | 44,000 | $12.7m | 4.9% |
| ARCB ARCBEST CORP | 85,000 | $12.2m | 4.7% |
| AXON AXON ENTERPRISE INC | 20,000 | $11.2m | 4.3% |
| CLH CLEAN HARBORS INC | 35,000 | $10.5m | 4.0% |
| TFII TFI INTERNATIONAL INC | 70,000 | $10.0m | 3.9% |
| CVLG COVENANT LOGISTICS GROUP INC | 225,000 | $9.9m | 3.8% |
| LLY ELI LILLY & CO | 7,500 | $9.0m | 3.5% |
| FND FLOOR & DECOR HLDGS INC | 150,000 | $8.9m | 3.4% |
| APEI AMERICAN PUB ED INC | 165,000 | $8.9m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1938268")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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