13F-HR filed by 4D Advisors, LLC
4D Advisors, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 37 holding rows worth $260,317,245.
- Accession
- 0001938268-26-000005
- Filer
- CIK 1938268
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 37 entries on the cover page, a total value of $260,317,245 stated on the cover page (in dollars after the unit check, H1), rows summing to $260,317,245 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 |
|---|---|---|---|---|---|---|
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 200,000 | $15,574,000 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 44,000 | $12,734,920 | dollars as filed | |
| ARCBEST CORP COM | 03937C105 | Stock | 85,000 | $12,200,900 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 20,000 | $11,212,200 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 35,000 | $10,456,250 | dollars as filed | |
| TFI INTERNATIONAL INC COM | 87241L109 | Stock | 70,000 | $10,049,900 | dollars as filed | |
| COVENANT LOGISTICS GROUP INC | 22284P105 | CL A | 225,000 | $9,940,500 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 7,500 | $8,995,725 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 150,000 | $8,904,000 | dollars as filed | |
| AMERICAN PUB ED INC | 02913V103 | COM | 165,000 | $8,860,500 | dollars as filed | |
| COHU INC | 192576106 | COM | 115,000 | $8,499,650 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 65,000 | $8,351,850 | dollars as filed | |
| CASELLA WASTE SYS INC | 147448104 | CL A | 85,000 | $8,242,450 | dollars as filed | |
| ADVANCED ENERGY INDS COM | 007973100 | Stock | 20,000 | $7,457,400 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 27,500 | $7,439,575 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 40,000 | $7,098,800 | dollars as filed | |
| SEADRILL LIMITED | G7997W102 | COMMON STOCK | 185,000 | $6,996,700 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 32,500 | $6,925,100 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 12,500 | $6,255,000 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 50,000 | $6,152,500 | dollars as filed | |
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 150,000 | $5,925,000 | dollars as filed | |
| CACI INTL INC CL A | 127190304 | Stock | 12,500 | $5,790,750 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 33,000 | $5,565,780 | dollars as filed | |
| RANGER ENERGY SERVICES CL A | 75282U104 | COMMON STOCK | 325,000 | $5,203,250 | dollars as filed | |
| LANDSTAR SYS INC COM | 515098101 | Stock | 25,000 | $5,170,250 | dollars as filed | |
| A10 NETWORKS INC | 002121101 | COM | 135,000 | $5,043,600 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 30,000 | $4,928,100 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 13,000 | $4,919,850 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 11,000 | $4,892,800 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 25,000 | $4,394,500 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 3,000 | $4,147,080 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 3,500 | $4,040,015 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 2,000 | $3,963,900 | dollars as filed | |
| TURNING PT BRANDS INC COM | 90041L105 | Stock | 45,000 | $3,816,450 | dollars as filed | |
| VEECO INSTRS INC DEL COM | 922417100 | Stock | 50,000 | $3,790,000 | dollars as filed | |
| ICHOR HOLDINGS | G4740B105 | SHS | 30,000 | $3,368,400 | dollars as filed | |
| KULICKE & SOFFA INDS INC | 501242101 | COM | 22,500 | $3,009,600 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001938268-26-000005 | this filing | 2026-08-14 | acceptance time not in the bulk data set |