13F-HR filed by 4D Advisors, LLC
4D Advisors, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 34 holding rows worth $157,776,472.
- Accession
- 0001938268-26-000003
- Filer
- CIK 1938268
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 34 entries on the cover page, a total value of $157,776,472 stated on the cover page (in dollars after the unit check, H1), rows summing to $157,776,472 with VALUE read as dollars as filed, 13F file number 028-25303. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Waste Management, Inc. | 94106L109 | COM | 40,000 | $9,191,600 | dollars as filed | |
| AMERICAN PUB ED INC | 02913V103 | COM | 150,000 | $8,532,000 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 40,000 | $8,476,000 | dollars as filed | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 40,000 | $7,816,000 | dollars as filed | |
| PERMIAN RESOURCES CORP CLASS A COM | 71424F105 | Stock | 300,000 | $6,396,000 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 30,000 | $6,152,100 | dollars as filed | |
| COHU INC | 192576106 | COM | 185,000 | $5,664,700 | dollars as filed | |
| TURNING PT BRANDS INC COM | 90041L105 | Stock | 65,000 | $5,641,350 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 4,000 | $5,515,960 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 50,000 | $5,407,000 | dollars as filed | |
| CASELLA WASTE SYS INC | 147448104 | CL A | 65,000 | $5,157,100 | dollars as filed | |
| ADVANCED ENERGY INDS COM | 007973100 | Stock | 15,000 | $4,840,650 | dollars as filed | |
| ULTRA CLEAN HLDGS INC COM | 90385V107 | Stock | 75,000 | $4,663,500 | dollars as filed | |
| ICHOR HOLDINGS | G4740B105 | SHS | 100,000 | $4,661,000 | dollars as filed | |
| MARTEN TRANSPORT LTD | 573075108 | COM | 350,000 | $4,595,500 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 4,000 | $4,373,400 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 10,000 | $4,246,900 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 15,000 | $4,234,800 | dollars as filed | |
| KNIFE RIVER CORP COMMON STOCK | 498894104 | Stock | 50,000 | $4,082,500 | dollars as filed | |
| KULICKE & SOFFA INDS INC | 501242101 | COM | 60,000 | $3,943,200 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 20,000 | $3,891,000 | dollars as filed | |
| CECO ENVIRONMENTAL CORP | 125141101 | COM | 65,000 | $3,872,700 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 65,000 | $3,742,700 | dollars as filed | |
| COVENANT LOGISTICS GROUP INC | 22284P105 | CL A | 135,000 | $3,665,250 | dollars as filed | |
| POWELL INDS INC | 739128106 | COM | 6,500 | $3,517,020 | dollars as filed | |
| AEBI SCHMIDT HLDG AG | H00501108 | COM | 350,000 | $3,398,500 | dollars as filed | |
| BENCHMARK ELECTRS INC COM | 08160H101 | Stock | 60,000 | $3,363,600 | dollars as filed | |
| CARLISLE COS INC COM | 142339100 | Stock | 10,000 | $3,336,200 | dollars as filed | |
| SHOALS TECHNOLOGIES GROUP INC CL A | 82489W107 | Stock | 500,000 | $3,290,000 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 30,000 | $3,247,500 | dollars as filed | |
| CACI INTL INC CL A | 127190304 | Stock | 5,500 | $2,991,285 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 20,000 | $2,927,200 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 75,000 | $2,661,000 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 1,422 | $281,257 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001938268-26-000003 | this filing | 2026-05-15 | acceptance time not in the bulk data set |