Institutions / 4D Advisors, LLC

4D Advisors, LLC

CIK 1938268 · Institution · as of Dec 31, 2025
Portfolio value
$182.46M
Positions
37
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 37 →
CompanyClassValueShares% of portfolio
Turning Point Brands, Inc.$12.47M115,0006.8%
Casella Waste Systems Inc$9.30M95,0005.1%
Federal Signal Corp /De$7.60M70,0004.2%
Axon Enterprise Inc$7.10M12,5003.9%
Fair Isaac Corp$6.76M4,0003.7%
American Public Education Inc$6.62M175,0003.6%
Celsius Holdings, Inc.$6.40M140,0003.5%
Carlisle Companies Inc$6.40M20,0003.5%
Calix, Inc$6.09M115,0003.3%
ACV Auctions Inc.$6.01M750,0003.3%
Super Group Sghc Limited$5.97M500,0003.3%
Dave Inc./DE$5.54M25,0003.0%
Newmont Corp$4.99M50,0002.7%
Onto Innovation Inc.$4.74M30,0002.6%
Comfort Systems USA Inc$4.67M5,0002.6%
Cohu Inc$4.65M200,0002.6%
Universal Technical Institute Inc$4.57M175,0002.5%
Lincoln Educational Services Corporation$4.47M185,0002.4%
Dine Brands Global, Inc.$4.34M135,0002.4%
Kadant Inc$4.28M15,0002.3%
Noble Corp plc$4.24M150,0002.3%
Napco Security Technologies Inc$4.17M100,0002.3%
ON Semiconductor Corp$4.06M75,0002.2%
Establishment Labs Holdings Inc.$4.01M55,0002.2%
LiveRamp Holdings, Inc.$3.96M135,0002.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.