4D Advisors, LLC — 13F holdings

4D Advisors, LLC reported 37 holdings worth $260M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. KNX KNIGHT-SWIFT TRANSN HLDGS IN — $15.6M (6.0%)
2. JBHT HUNT J B TRANS SVCS INC — $12.7M (4.9%)
3. ARCB ARCBEST CORP — $12.2M (4.7%)
4. AXON AXON ENTERPRISE INC — $11.2M (4.3%)
5. CLH CLEAN HARBORS INC — $10.5M (4.0%)
6. TFII TFI INTL INC — $10.0M (3.9%)
7. CVLG COVENANT LOGISTICS GROUP INC — $9.94M (3.8%)
8. LLY ELI LILLY & CO — $9.00M (3.5%)
9. FND FLOOR & DECOR HLDGS INC — $8.90M (3.4%)
10. APEI AMERICAN PUB ED INC — $8.86M (3.4%)