4d-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  "MASI",
  "AR",
  "BOOT",
  "APG",
  "BLBD",
  "RXST",
  "APEI",
  "SWIM",
  "TDW",
  "TPB",
  "PWR",
  "FSS",
  "RSG",
  "SLQT",
  "BBSI",
  "GOCO",
  "GPI",
  "GRBK",
  "LOPE",
  "AXON",
  "WM",
  "KNF",
  "AAON",
  "VEEV",
  "USPH",
  "MTH",
  "CELH",
  "SKY",
  "FIX",
  "CSWI",
  "DVA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 32
Total Value: 128717430
Accession Number: 0001879202-25-000017
Form Type: 13F-HR
CIK: 4d-advisors
Manager Name: 4d-Advisors

Data Enrichment

100% identified

32 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

32 positions • $128.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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U S PHYSICAL THERAPY INC /NV

USPH|90337L108

Shares:35.0K

Value:$2.5M

% of Portfolio:2.0% ($2.5M/$128.7M)

Champion Homes, Inc.

SKY|830830105

Shares:25.0K

Value:$2.4M

% of Portfolio:1.8% ($2.4M/$128.7M)

SelectQuote, Inc.

SLQT|816307300

Shares:650.0K

Value:$2.2M

% of Portfolio:1.7% ($2.2M/$128.7M)

Boot Barn Holdings, Inc.

BOOT|099406100

Shares:20.0K

Value:$2.1M

% of Portfolio:1.7% ($2.1M/$128.7M)

GoHealth, Inc.

GOCO|38046W204

Shares:150.0K

Value:$1.8M

% of Portfolio:1.4% ($1.8M/$128.7M)

Blue Bird Corp

BLBD|095306106

Shares:55.0K

Value:$1.8M

% of Portfolio:1.4% ($1.8M/$128.7M)

Green Brick Partners, Inc.

GRBK|392709101

Shares:30.0K

Value:$1.7M

% of Portfolio:1.4% ($1.7M/$128.7M)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:3.0K

Value:$1.7M

% of Portfolio:1.4% ($1.7M/$128.7M)

Latham Group, Inc.

SWIM|51819L107

Shares:265.0K

Value:$1.7M

% of Portfolio:1.3% ($1.7M/$128.7M)

RxSight, Inc.

RXST|78349D107

Shares:65.0K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$128.7M)

CSW INDUSTRIALS, INC.

CSWI|126402106

Shares:5.5K

Value:$1.6M

% of Portfolio:1.2% ($1.6M/$128.7M)

Meritage Homes CORP

MTH|59001A102

Shares:20.0K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$128.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
U S PHYSICAL THERAPY INC /NV(USPHcusip90337L108)	35.0K	QoQ NEW(+35.0K) YoY-	All Managers (Combined)	$2.5M	2.0% ($2.5M/$128.7M)	QoQ NEW(+$2.5M) YoY-
Champion Homes, Inc.(SKYcusip830830105)	25.0K	QoQ NEW(+25.0K) YoY-	All Managers (Combined)	$2.4M	1.8% ($2.4M/$128.7M)	QoQ NEW(+$2.4M) YoY-
SelectQuote, Inc.(SLQTcusip816307300)	650.0K	QoQ +18.18% (+100.0K) YoY-	All Managers (Combined)	$2.2M	1.7% ($2.2M/$128.7M)	QoQ +6.10% (+$125.0K) YoY-
Boot Barn Holdings, Inc.(BOOTcusip099406100)	20.0K	QoQ -42.85% (-15.0K) YoY-	All Managers (Combined)	$2.1M	1.7% ($2.1M/$128.7M)	QoQ -59.56% (-$3.2M) YoY-
GoHealth, Inc.(GOCOcusip38046W204)	150.0K	QoQ NEW(+150.0K) YoY-	All Managers (Combined)	$1.8M	1.4% ($1.8M/$128.7M)	QoQ NEW(+$1.8M) YoY-
Blue Bird Corp(BLBDcusip095306106)	55.0K	QoQ NEW(+55.0K) YoY-	All Managers (Combined)	$1.8M	1.4% ($1.8M/$128.7M)	QoQ NEW(+$1.8M) YoY-
Green Brick Partners, Inc.(GRBKcusip392709101)	30.0K	QoQ -50.00% (-30.0K) YoY-	All Managers (Combined)	$1.7M	1.4% ($1.7M/$128.7M)	QoQ -48.38% (-$1.6M) YoY-
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	3.0K	QoQ -64.70% (-5.5K) YoY-	All Managers (Combined)	$1.7M	1.4% ($1.7M/$128.7M)	QoQ -65.40% (-$3.3M) YoY-
Latham Group, Inc.(SWIMcusip51819L107)	265.0K	QoQ -47.00% (-235.0K) YoY-	All Managers (Combined)	$1.7M	1.3% ($1.7M/$128.7M)	QoQ -51.03% (-$1.8M) YoY-
RxSight, Inc.(RXSTcusip78349D107)	65.0K	QoQ +18.18% (-10.0K) YoY-	All Managers (Combined)	$1.6M	1.3% ($1.6M/$128.7M)	QoQ -13.20% (-$249.7K) YoY-
CSW INDUSTRIALS, INC.(CSWIcusip126402106)	5.5K	QoQ -15.38% (-1.0K) YoY-	All Managers (Combined)	$1.6M	1.2% ($1.6M/$128.7M)	QoQ -30.08% (-$689.8K) YoY-
Meritage Homes CORP(MTHcusip59001A102)	20.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.4M	1.1% ($1.4M/$128.7M)	QoQ -53.92% (-$1.7M) YoY-