1y return+98.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $211 against $127 in the S&P 500.2
Four Tree Island Advisory LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LRCXLam Research Corp | $98.7M | 32.6% | |
| AMATApplied Matls Inc | $39.3M | 12.9% | −6.0% |
| MLIMueller Inds Inc | $28.7M | 9.5% | +2.1% |
| WLFCWillis Lease Fin Corp | $24.7M | 8.2% | +2.6% |
| JXNJackson Financial Inc | $24.3M | 8.0% | +2.4% |
| GTXGarrett Motion Inc | $20.2M | 6.7% | +2.5% |
| Aercap Holdings NvCUSIP N00985106 | $18.9M | 6.2% | +24.8% |
| EQHEquitable Hldgs Inc | $16.6M | 5.5% | +2.3% |
| ABAlliancebernstein Hldg L P | $7.3M | 2.4% | |
| BHFBrighthouse Finl Inc | $3.8M | 1.2% | +139.4% |
| Ituran Location And ControlCUSIP M6158M104 | $3.8M | 1.2% | |
| BMYBristol-myers Squibb Co | $3.4M | 1.1% | |
| NVDANvidia Corporation | $3.2M | 1.1% | New |
| VOYAVoya Financial Inc | $3.2M | 1.0% | +3.7% |
| DDIDoubledown Interactive Co Lt | $2.3M | 0.7% | New |
| Stellantis N.vCUSIP N82405106 | $858K | 0.3% | |
| ABBVAbbvie Inc | $852K | 0.3% | |
| HOPEHope Bancorp Inc | $810K | 0.3% | |
| NTRNutrien Ltd | $688K | 0.2% | −2.1% |
| Lyondellbasell Industries NvCUSIP N53745100 | $526K | 0.2% | −2.8% |
| DVNDevon Energy Corp New | $412K | 0.1% | |
| Trane Technologies PLCCUSIP G8994E103 | $337K | 0.1% | |
| LMTLockheed Martin Corp | $218K | 0.1% | −12.8% |
| MCHPMicrochip Technology Inc. | $200K | 0.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $98.7M |
| AMATApplied Matls Inc | December 31, 2024 | +344.6% | $39.3M |
| GTXGarrett Motion Inc | December 31, 2024 | +301.2% | $20.2M |
| Ituran Location And ControlCUSIP M6158M104 | December 31, 2024 | +95.9% | $3.8M |
| MLIMueller Inds Inc | December 31, 2024 | +54.9% | $28.7M |
| Aercap Holdings NvCUSIP N00985106 | December 31, 2024 | +52.3% | $18.9M |
| ABBVAbbvie Inc | December 31, 2024 | +41.6% | $852K |
| NTRNutrien Ltd | December 31, 2024 | +40.7% | $688K |
| Trane Technologies PLCCUSIP G8994E103 | December 31, 2024 | +33.0% | $337K |
| VOYAVoya Financial Inc | December 31, 2024 | +31.5% | $3.2M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +47.5% | +14.8% |
| March 31, 2026 | +7.2% | −4.6% |
| December 31, 2025 | +12.7% | +2.4% |
| September 30, 2025 | +11.3% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Four Tree Island Advisory LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2048142&type=13F-HR&dateb=&owner=include&count=40CIK 2048142
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2048142/000204814226000003/Filed August 7, 2026 · accession 0002048142-26-000003