FOUR TREE ISLAND ADVISORY LLC

PrivateCIK: 2048142
Location

PORTSMOUTH, NH

23
Positions
$198.17M
Total AUM (reported)
2.54M
Total Shares

Allocation by class

TOTAL AUM$198.17M23 positions
COM$97.64M49.3%
COM NEW$48.78M24.6%
COM CL A$24.51M12.4%
SHS$18.64M9.4%
UNIT LTD PARTN$7.77M3.9%
SHS - A -$828.6K0.4%

Portfolio Concentration

Top 349.8%4–1043.9%11–256.4%TOP 1093.6%0%100%
Top 3$98.59M49.8%
4–10$86.90M43.9%
11–25$12.67M6.4%

Top 3 weight

49.8%

Top 10 weight

93.6%

Voting Authority Distribution

Total shares with voting rights: 2.54M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.54M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole23
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings23
Rows:

LAM RESEARCH CORP

SOLE
COM NEW
Shares228.30K
TypeSH
Market value$48.78M
24.62%
Sole
0.00
Shared
0.00
None
228.30K

MUELLER INDS INC

SOLE
COM
Shares228.37K
TypeSH
Market value$25.30M
12.77%
Sole
0.00
Shared
0.00
None
228.37K

JACKSON FINANCIAL INC

SOLE
COM CL A
Shares231.84K
TypeSH
Market value$24.51M
12.37%
Sole
0.00
Shared
0.00
None
231.84K

APPLIED MATLS INC

SOLE
COM
Shares57.76K
TypeSH
Market value$19.74M
9.96%
Sole
0.00
Shared
0.00
None
57.76K

WILLIS LEASE FIN CORP

SOLE
COM
Shares105.42K
TypeSH
Market value$17.95M
9.06%
Sole
0.00
Shared
0.00
None
105.42K

AERCAP HOLDINGS NV

SOLE
SHS
Shares104.04K
TypeSH
Market value$14.27M
7.20%
Sole
0.00
Shared
0.00
None
104.04K

EQUITABLE HLDGS INC

SOLE
COM
Shares370.48K
TypeSH
Market value$13.75M
6.94%
Sole
0.00
Shared
0.00
None
370.48K

GARRETT MOTION INC

SOLE
COM
Shares543.75K
TypeSH
Market value$9.88M
4.99%
Sole
0.00
Shared
0.00
None
543.75K

ALLIANCEBERNSTEIN HLDG L P

SOLE
UNIT LTD PARTN
Shares207.57K
TypeSH
Market value$7.77M
3.92%
Sole
0.00
Shared
0.00
None
207.57K

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares58.34K
TypeSH
Market value$3.54M
1.79%
Sole
0.00
Shared
0.00
None
58.34K

ITURAN LOCATION AND CONTROL

SOLE
SHS
Shares61.56K
TypeSH
Market value$3.02M
1.52%
Sole
0.00
Shared
0.00
None
61.56K

VOYA FINANCIAL INC

SOLE
COM
Shares33.66K
TypeSH
Market value$2.30M
1.16%
Sole
0.00
Shared
0.00
None
33.66K

BRIGHTHOUSE FINL INC

SOLE
COM
Shares24.98K
TypeSH
Market value$1.50M
0.75%
Sole
0.00
Shared
0.00
None
24.98K

STELLANTIS N.V

SOLE
SHS
Shares150.24K
TypeSH
Market value$1.07M
0.54%
Sole
0.00
Shared
0.00
None
150.24K

NUTRIEN LTD

SOLE
COM
Shares11.16K
TypeSH
Market value$842.4K
0.43%
Sole
0.00
Shared
0.00
None
11.16K

LYONDELLBASELL INDUSTRIES NV

SOLE
SHS - A -
Shares10.29K
TypeSH
Market value$828.6K
0.42%
Sole
0.00
Shared
0.00
None
10.29K

ABBVIE INC

SOLE
COM
Shares3.38K
TypeSH
Market value$736.0K
0.37%
Sole
0.00
Shared
0.00
None
3.38K

HOPE BANCORP INC

SOLE
COM
Shares59.19K
TypeSH
Market value$661.2K
0.33%
Sole
0.00
Shared
0.00
None
59.19K

NB BANCORP INC

SOLE
COM
Shares25.01K
TypeSH
Market value$527.0K
0.27%
Sole
0.00
Shared
0.00
None
25.01K

DEVON ENERGY CORP NEW

SOLE
COM
Shares9.96K
TypeSH
Market value$501.4K
0.25%
Sole
0.00
Shared
0.00
None
9.96K

LOCKHEED MARTIN CORP

SOLE
COM
Shares491.00
TypeSH
Market value$296.8K
0.15%
Sole
0.00
Shared
0.00
None
491.00

TRANE TECHNOLOGIES PLC

SOLE
SHS
Shares687.00
TypeSH
Market value$286.3K
0.14%
Sole
0.00
Shared
0.00
None
687.00

GOODYEAR TIRE & RUBR CO

SOLE
COM
Shares17.50K
TypeSH
Market value$116.0K
0.06%
Sole
0.00
Shared
0.00
None
17.50K