4D ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHLS | 500K | $3.29M |
 | MRTN | 350K | $4.60M |
 | AEBI | 350K | $3.40M |
 | PR | 300K | $6.40M |
 | COHU | 185K | $5.66M |
 | APEI | 150K | $8.53M |
 | CVLG | 135K | $3.67M |
 | ICHR | 100K | $4.66M |
 | CELH | 75K | $2.66M |
 | UCTT | 75K | $4.66M |
 | CWST | 65K | $5.16M |
 | TPB | 65K | $5.64M |
 | KNX | 65K | $3.74M |
 | BHE | 60K | $3.36M |
 | KLIC | 60K | $3.94M |
 | KNF | 50K | $4.08M |
 | FSS | 50K | $5.41M |
 | JBHT | 40K | $8.48M |
 | WM | 40K | $9.19M |
 | ODFL | 40K | $7.82M |
Shoals Technologies Group, Inc.
SHLS
Shares Held
500K
Value
$3.29M
Marten Transport, Ltd.
MRTN
Shares Held
350K
Value
$4.60M
Aebi Schmidt Holding AG
AEBI
Shares Held
350K
Value
$3.40M
Permian Resources Corporation
PR
Shares Held
300K
Value
$6.40M
Cohu, Inc.
COHU
Shares Held
185K
Value
$5.66M
American Public Education, Inc.
APEI
Shares Held
150K
Value
$8.53M
Covenant Logistics Group, Inc.
CVLG
Shares Held
135K
Value
$3.67M
Ichor Holdings, Ltd.
ICHR
Shares Held
100K
Value
$4.66M
Celsius Holdings, Inc.
CELH
Shares Held
75K
Value
$2.66M
Ultra Clean Holdings, Inc.
UCTT
Shares Held
75K
Value
$4.66M
Casella Waste Systems, Inc.
CWST
Shares Held
65K
Value
$5.16M
Turning Point Brands, Inc.
TPB
Shares Held
65K
Value
$5.64M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
65K
Value
$3.74M
Benchmark Electronics, Inc.
BHE
Shares Held
60K
Value
$3.36M
Kulicke and Soffa Industries, Inc.
KLIC
Shares Held
60K
Value
$3.94M
Knife River Corporation
KNF
Shares Held
50K
Value
$4.08M
Federal Signal Corporation
FSS
Shares Held
50K
Value
$5.41M
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
40K
Value
$8.48M
Waste Management, Inc.
WM
Shares Held
40K
Value
$9.19M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
40K
Value
$7.82M