Filed: 8/14/2026ACC: 0001938268-26-000005
📋 What this filing means
4D ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $260.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$260.32M
Total AUM (reported)
2.55M
Total Shares
Allocation by class
COM$188.76M72.5%
CL A$48.45M18.6%
SHS$10.81M4.2%
CL A COM$7.10M2.7%
COM CL A$5.20M2.0%
Portfolio Concentration
Top 3$40.51M15.6%
4–10$68.42M26.3%
11–25$101.07M38.8%
Rest$50.31M19.3%
Top 3 weight
15.6%
Top 10 weight
41.8%
Voting Authority Distribution
Total shares with voting rights: 2.55M
Sole
Full voting authority
2.55M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
KNIGHT-SWIFT TRANSN HLDGS IN
SOLEShares200K
TypeSH
Market value$15.57M
5.98%
Sole
200K
Shared
0.00
None
0.00
HUNT J B TRANS SVCS INC
SOLEShares44K
TypeSH
Market value$12.73M
4.89%
Sole
44K
Shared
0.00
None
0.00
ARCBEST CORP
SOLEShares85K
TypeSH
Market value$12.20M
4.69%
Sole
85K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares20K
TypeSH
Market value$11.21M
4.31%
Sole
20K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares35K
TypeSH
Market value$10.46M
4.02%
Sole
35K
Shared
0.00
None
0.00
TFI INTERNATIONAL INC
SOLEShares70K
TypeSH
Market value$10.05M
3.86%
Sole
70K
Shared
0.00
None
0.00
COVENANT LOGISTICS GROUP INC
SOLEShares225K
TypeSH
Market value$9.94M
3.82%
Sole
225K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares7.50K
TypeSH
Market value$9.00M
3.46%
Sole
7.50K
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares150K
TypeSH
Market value$8.90M
3.42%
Sole
150K
Shared
0.00
None
0.00
AMERICAN PUB ED INC
SOLEShares165K
TypeSH
Market value$8.86M
3.40%
Sole
165K
Shared
0.00
None
0.00
COHU INC
SOLEShares115K
TypeSH
Market value$8.50M
3.27%
Sole
115K
Shared
0.00
None
0.00
FEDERAL SIGNAL CORP
SOLEShares65K
TypeSH
Market value$8.35M
3.21%
Sole
65K
Shared
0.00
None
0.00
CASELLA WASTE SYS INC
SOLEShares85K
TypeSH
Market value$8.24M
3.17%
Sole
85K
Shared
0.00
None
0.00
ADVANCED ENERGY INDS
SOLEShares20K
TypeSH
Market value$7.46M
2.86%
Sole
20K
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares27.50K
TypeSH
Market value$7.44M
2.86%
Sole
27.50K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares40K
TypeSH
Market value$7.10M
2.73%
Sole
40K
Shared
0.00
None
0.00
SEADRILL LTD
SOLEShares185K
TypeSH
Market value$7.00M
2.69%
Sole
185K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares32.50K
TypeSH
Market value$6.93M
2.66%
Sole
32.50K
Shared
0.00
None
0.00
MYR GROUP INC
SOLEShares12.50K
TypeSH
Market value$6.25M
2.40%
Sole
12.50K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares50K
TypeSH
Market value$6.15M
2.36%
Sole
50K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD MED TER
SOLEShares150K
TypeSH
Market value$5.92M
2.28%
Sole
150K
Shared
0.00
None
0.00
CACI INTL INC
SOLEShares12.50K
TypeSH
Market value$5.79M
2.22%
Sole
12.50K
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
SOLEShares33K
TypeSH
Market value$5.57M
2.14%
Sole
33K
Shared
0.00
None
0.00
RANGER ENERGY SVCS INC
SOLEShares325K
TypeSH
Market value$5.20M
2.00%
Sole
325K
Shared
0.00
None
0.00
LANDSTAR SYS INC
SOLEShares25K
TypeSH
Market value$5.17M
1.99%
Sole
25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 200K | SH | $15.57M 5.98% | 200K | 0.00 | 0.00 |
HUNT J B TRANS SVCS INCSOLE | COM | 44K | SH | $12.73M 4.89% | 44K | 0.00 | 0.00 |
ARCBEST CORPSOLE | COM | 85K | SH | $12.20M 4.69% | 85K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 20K | SH | $11.21M 4.31% | 20K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 35K | SH | $10.46M 4.02% | 35K | 0.00 | 0.00 |
TFI INTERNATIONAL INCSOLE | COM | 70K | SH | $10.05M 3.86% | 70K | 0.00 | 0.00 |
COVENANT LOGISTICS GROUP INCSOLE | CL A | 225K | SH | $9.94M 3.82% | 225K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.50K | SH | $9.00M 3.46% | 7.50K | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 150K | SH | $8.90M 3.42% | 150K | 0.00 | 0.00 |
AMERICAN PUB ED INCSOLE | COM | 165K | SH | $8.86M 3.40% | 165K | 0.00 | 0.00 |
COHU INCSOLE | COM | 115K | SH | $8.50M 3.27% | 115K | 0.00 | 0.00 |
FEDERAL SIGNAL CORPSOLE | COM | 65K | SH | $8.35M 3.21% | 65K | 0.00 | 0.00 |
CASELLA WASTE SYS INCSOLE | CL A | 85K | SH | $8.24M 3.17% | 85K | 0.00 | 0.00 |
ADVANCED ENERGY INDSSOLE | COM | 20K | SH | $7.46M 2.86% | 20K | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 27.50K | SH | $7.44M 2.86% | 27.50K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 40K | SH | $7.10M 2.73% | 40K | 0.00 | 0.00 |
SEADRILL LTDSOLE | COM | 185K | SH | $7.00M 2.69% | 185K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 32.50K | SH | $6.93M 2.66% | 32.50K | 0.00 | 0.00 |
MYR GROUP INCSOLE | COM | 12.50K | SH | $6.25M 2.40% | 12.50K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 50K | SH | $6.15M 2.36% | 50K | 0.00 | 0.00 |
CANADIAN NAT RES LTD MED TERSOLE | COM | 150K | SH | $5.92M 2.28% | 150K | 0.00 | 0.00 |
CACI INTL INCSOLE | CL A | 12.50K | SH | $5.79M 2.22% | 12.50K | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCSOLE | COM | 33K | SH | $5.57M 2.14% | 33K | 0.00 | 0.00 |
RANGER ENERGY SVCS INCSOLE | COM CL A | 325K | SH | $5.20M 2.00% | 325K | 0.00 | 0.00 |
LANDSTAR SYS INCSOLE | COM | 25K | SH | $5.17M 1.99% | 25K | 0.00 | 0.00 |
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