4D Advisors, LLC
34 holdingsFiling period: 2026-03-31Current AUM: $176.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WM | WASTE MGMT INC DEL | 40.0K | $9.2M | $9.1M | 5.12% | -- | 2026-03-31 |
| 2 | APEI | AMERICAN PUB ED INC | 150.0K | $8.5M | $7.3M | 4.12% | -25,000 | 2026-03-31 |
| 3 | JBHT | HUNT J B TRANS SVCS INC | 40.0K | $8.5M | $10.9M | 6.15% | -- | 2026-03-31 |
| 4 | ODFL | OLD DOMINION FREIGHT LINE IN | 40.0K | $7.8M | $8.5M | 4.80% | -- | 2026-03-31 |
| 5 | PR | PERMIAN RESOURCES CORP | 300.0K | $6.4M | $6.4M | 3.62% | -- | 2026-03-31 |
| 6 | ONTO | ONTO INNOVATION INC | 30.0K | $6.2M | $7.8M | 4.39% | -- | 2026-03-31 |
| 7 | COHU | COHU INC | 185.0K | $5.7M | $8.9M | 5.02% | -15,000 | 2026-03-31 |
| 8 | TPB | TURNING PT BRANDS INC | 65.0K | $5.6M | $4.8M | 2.74% | -50,000 | 2026-03-31 |
| 9 | FIX | COMFORT SYS USA INC | 4.0K | $5.5M | $6.9M | 3.91% | -1,000 | 2026-03-31 |
| 10 | FSS | FEDERAL SIGNAL CORP | 50.0K | $5.4M | $6.2M | 3.53% | -20,000 | 2026-03-31 |
| 11 | CWST | CASELLA WASTE SYS INC | 65.0K | $5.2M | $5.8M | 3.30% | -30,000 | 2026-03-31 |
| 12 | AEIS | ADVANCED ENERGY INDS | 15.0K | $4.8M | $4.3M | 2.46% | -- | 2026-03-31 |
| 13 | UCTT | ULTRA CLEAN HLDGS INC | 75.0K | $4.7M | $6.2M | 3.53% | -60,000 | 2026-03-31 |
| 14 | — | ICHOR HOLDINGS | 100.0K | $4.7M | $4.7M | 2.64% | -- | 2026-03-31 |
| 15 | MRTN | MARTEN TRANS LTD | 350.0K | $4.6M | $5.2M | 2.93% | -- | 2026-03-31 |
| 16 | MPWR | MONOLITHIC PWR SYS INC | 4.0K | $4.4M | $5.7M | 3.23% | -- | 2026-03-31 |
| 17 | AXON | AXON ENTERPRISE INC | 10.0K | $4.2M | $5.3M | 2.98% | -2,500 | 2026-03-31 |
| 18 | MYRG | MYR GROUP INC | 15.0K | $4.2M | $5.0M | 2.83% | -- | 2026-03-31 |
| 19 | KNF | KNIFE RIVER CORP | 50.0K | $4.1M | $3.7M | 2.07% | -- | 2026-03-31 |
| 20 | KLIC | KULICKE & SOFFA INDS INC | 60.0K | $3.9M | $5.4M | 3.03% | -- | 2026-03-31 |
| 21 | XPO | XPO INC | 20.0K | $3.9M | $4.0M | 2.27% | -- | 2026-03-31 |
| 22 | CECO | CECO ENVIRONMENTAL CORP | 65.0K | $3.9M | $4.3M | 2.42% | -- | 2026-03-31 |
| 23 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 65.0K | $3.7M | $4.5M | 2.56% | -10,000 | 2026-03-31 |
| 24 | CVLG | COVENANT LOGISTICS GROUP INC | 135.0K | $3.7M | $4.8M | 2.71% | -- | 2026-03-31 |
| 25 | POWL | POWELL INDS INC | 6.5K | $3.5M | $4.1M | 2.30% | -- | 2026-03-31 |
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