Four Tree Island Advisory
Four Tree Island Advisory reported 24 stocks worth $303M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are LRCX (32.5%), AMAT (12.9%) and MLI (9.5%). Compared with Q1 2026, the fund opened new positions in NVDA, DDI and MCHP, added to MLI, WLFC and JXN, trimmed LRCX, AMAT and STLA and sold out of NBBK and GT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  LRCX Lam Research Corp | $98.7M | 32.5% | 228K | −500 (−0%) | 7 of 7 | |
| 2 |  AMAT Applied Matls Inc | $39.3M | 12.9% | 54K | −3,458 (−6%) | 7 of 7 | |
| 3 |  MLI Mueller Inds Inc | $28.7M | 9.5% | 233K | +4,900 (+2%) | 7 of 7 | |
| 4 |  WLFC Willis Lease Fin Corp | $24.7M | 8.2% | 108K | +2,739 (+3%) | 7 of 7 | |
| 5 |  JXN Jackson Financial Inc | $24.3M | 8.0% | 237K | +5,623 (+2%) | 7 of 7 | |
| 6 |  GTX Garrett Motion Inc | $20.2M | 6.7% | 557K | +13K (+2%) | 7 of 7 | |
| 7 |  AER Aercap Holdings NV | $18.9M | 6.2% | 130K | +26K (+25%) | 7 of 7 | |
| 8 |  EQH Equitable Hldgs Inc | $16.6M | 5.5% | 379K | +8,565 (+2%) | 7 of 7 | |
| 9 |  AB Alliancebernstein Hldg L P Unit Ltd Partn | $7.3M | 2.4% | 208K | No change | 7 of 7 | |
| 10 |  BHF Brighthouse Finl Inc | $3.8M | 1.3% | 60K | +35K (+139%) | 6 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Four Tree Island Advisory 13F FAQ
What does Four Tree Island Advisory own?
Four Tree Island Advisory reported 24 stocks worth $303M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are LRCX (32.5%), AMAT (12.9%) and MLI (9.5%). The table above lists every position in the filing (the top 10 without an account).
What did Four Tree Island Advisory buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 8 added to, 6 trimmed and 2 sold out. New positions include NVDA, DDI and MCHP. It sold all of NBBK and GT.
When will Four Tree Island Advisory file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Four Tree Island Advisory's portfolio worth?
The Q2 2026 filing reports $303M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.