StockDriftsStockDriftsTop 24 Four Tree Island Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | 32.55% | 227.8K | $98.7M | -0.22%(-500) | $76.72(+309.80%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 12.95% | 54.3K | $39.3M | -5.99%(-3.46K) | $185.46(+187.69%) | 2026-06-30 | |
| MLI | MUELLER INDS INC | 9.46% | 233.3K | $28.7M | +2.15%(+4.90K) | $78.58(-11.51%) | 2026-06-30 | |
| WLFC | WILLIS LEASE FIN CORP | 8.16% | 108.2K | $24.7M | +2.60%(+2.74K) | $58.47(-2.63%) | 2026-06-30 | |
| JXN | JACKSON FINANCIAL INC | 8.02% | 237.5K | $24.3M | +2.43%(+5.62K) | $90.04(+43.39%) | 2026-06-30 | |
| GTX | GARRETT MOTION INC | 6.66% | 557.1K | $20.2M | +2.46%(+13.35K) | $10.18(+189.84%) | 2026-06-30 | |
| AER | AERCAP HOLDINGS NV | 6.24% | 129.9K | $18.9M | +24.83%(+25.84K) | $106.96(+40.34%) | 2026-06-30 | |
| EQH | EQUITABLE HLDGS INC | 5.48% | 379.0K | $16.6M | +2.31%(+8.56K) | $44.65(+14.57%) | 2026-06-30 | |
| AB | ALLIANCEBERNSTEIN HLDG L P | 2.41% | 207.6K | $7.3M | +0.00%(+0) | $35.99(+3.50%) | 2026-06-30 | |
| BHF | BRIGHTHOUSE FINL INC | 1.25% | 59.8K | $3.8M | +139.40%(+34.82K) | $58.52(+1.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +111.33% |
| Top 20 Holdings Unweighted | — | — | — | — | +55.72% |
Four Tree Island Advisory LLC reports $303.25M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are LRCX (32.5%), AMAT (12.9%) and MLI (9.5%). The top 20 holdings account for 99.62% of reported assets. Its disclosed equity book has returned +111.33% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Four Tree Island Advisory LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2048142). View Four Tree Island Advisory LLC’s 13F filings on SEC