4D Advisors, LLC
37 holdingsFiling period: 2026-06-30Current AUM: $235.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 200.0K | $15.6M | $13.7M | 5.82% | +135.0K | 2026-06-30 |
| 2 | JBHT | HUNT J B TRANS SVCS INC | 44.0K | $12.7M | $12.0M | 5.10% | +4.0K | 2026-06-30 |
| 3 | ARCB | ARCBEST CORP | 85.0K | $12.2M | $11.5M | 4.87% | -- | 2026-06-30 |
| 4 | AXON | AXON ENTERPRISE INC | 20.0K | $11.2M | $8.8M | 3.76% | +10.0K | 2026-06-30 |
| 5 | CLH | CLEAN HARBORS INC | 35.0K | $10.5M | $11.1M | 4.73% | -- | 2026-06-30 |
| 6 | TFII | TFI INTERNATIONAL INC | 70.0K | $10.0M | $9.3M | 3.96% | -- | 2026-06-30 |
| 7 | CVLG | COVENANT LOGISTICS GROUP INC | 225.0K | $9.9M | $8.1M | 3.45% | +90.0K | 2026-06-30 |
| 8 | LLY | ELI LILLY & CO | 7.5K | $9.0M | $8.5M | 3.62% | -- | 2026-06-30 |
| 9 | FND | FLOOR & DECOR HLDGS INC | 150.0K | $8.9M | $6.9M | 2.94% | -- | 2026-06-30 |
| 10 | APEI | AMERICAN PUB ED INC | 165.0K | $8.9M | $7.4M | 3.14% | +15.0K | 2026-06-30 |
| 11 | COHU | COHU INC | 115.0K | $8.5M | $5.7M | 2.44% | -70,000 | 2026-06-30 |
| 12 | FSS | FEDERAL SIGNAL CORP | 65.0K | $8.4M | $7.3M | 3.12% | +15.0K | 2026-06-30 |
| 13 | CWST | CASELLA WASTE SYS INC | 85.0K | $8.2M | $7.7M | 3.26% | +20.0K | 2026-06-30 |
| 14 | AEIS | ADVANCED ENERGY INDS | 20.0K | $7.5M | $5.0M | 2.13% | +5.0K | 2026-06-30 |
| 15 | — | FTAI AVIATION LTD | 27.5K | $7.4M | $7.4M | 3.16% | -- | 2026-06-30 |
| 16 | VEEV | VEEVA SYS INC | 40.0K | $7.1M | $10.7M | 4.53% | -- | 2026-06-30 |
| 17 | — | SEADRILL LTD | 185.0K | $7.0M | $7.0M | 2.97% | -- | 2026-06-30 |
| 18 | RSG | REPUBLIC SVCS INC | 32.5K | $6.9M | $7.2M | 3.08% | -- | 2026-06-30 |
| 19 | MYRG | MYR GROUP INC | 12.5K | $6.3M | $3.4M | 1.44% | -2,500 | 2026-06-30 |
| 20 | GWRE | GUIDEWIRE SOFTWARE INC | 50.0K | $6.2M | $7.4M | 3.16% | -- | 2026-06-30 |
| 21 | CNQ | CANADIAN NAT RES LTD MED TER | 150.0K | $5.9M | $7.7M | 3.29% | -- | 2026-06-30 |
| 22 | CACI | CACI INTL INC | 12.5K | $5.8M | $8.0M | 3.38% | +7.0K | 2026-06-30 |
| 23 | ALGN | ALIGN TECHNOLOGY INC | 33.0K | $5.6M | $4.9M | 2.06% | -- | 2026-06-30 |
| 24 | RNGR | RANGER ENERGY SVCS INC | 325.0K | $5.2M | $5.5M | 2.33% | -- | 2026-06-30 |
| 25 | LSTR | LANDSTAR SYS INC | 25.0K | $5.2M | $4.3M | 1.84% | -- | 2026-06-30 |
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