Four Tree Island Advisory LLC Portfolio Holdings

Four Tree Island Advisory LLC

  • $142 Billion
  • Q2 2025

Four Tree Island Advisory LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $142 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lam Research Corp with a value of $22.8B, Equitable Holdings, Inc. with a value of $20.3B, Jackson Financial Inc. with a value of $19.2B, Mueller Industries Inc with a value of $17.9B, and Willis Lease Finance Corp with a value of $13.3B.

Examining the 13F form we can see an decrease of $276M in the current position value, from $142B to 142B.

Four Tree Island Advisory LLC is based out at Portsmouth, NH

Below you can find more details about Four Tree Island Advisory LLC portfolio as well as his latest detailed transactions.

Portfolio value $142 Billion
Financial Services: $52 Billion
Industrials: $43.1 Billion
Technology: $12.1 Billion
Consumer Cyclical: $6.05 Billion
Healthcare: $4.42 Billion
Basic Materials: $1.25 Billion
Energy: $317 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.6B
$20.3 Billion 14.28% of portfolio
361,860
Q2 2025 Reduced 14.14%
$8B
$19.2 Billion 13.53% of portfolio
216,553
Q2 2025 Reduced 7.04%
$5.28B
$17.9 Billion 12.56% of portfolio
224,656
Q2 2025 Reduced 10.75%
$977M
$13.3 Billion 9.39% of portfolio
93,431
Q2 2025 Reduced 3.58%
$28B
$11.6 Billion 8.17% of portfolio
99,243
Q2 2025 Reduced 6.58%
$162B
$9.96 Billion 7.01% of portfolio
54,405
Q2 2025 Reduced 11.41%
$3.9B
$8.5 Billion 5.98% of portfolio
208,083
Q1 2025 Reduced 11.24%
$814M
$4.53 Billion 3.19% of portfolio
431,486
Q2 2025 Added 14.8%
$99B
$2.74 Billion 1.93% of portfolio
59,130
Q2 2025 Reduced 11.16%
$7.14B
$2.19 Billion 1.54% of portfolio
30,820
Q2 2025 Reduced 53.2%
$874M
$2.18 Billion 1.53% of portfolio
56,326
Q2 2025 Reduced 1.52%
$351B
$1.68 Billion 1.18% of portfolio
3,324
Q2 2025 Reduced 1.71%
$30.9B
$1.51 Billion 1.06% of portfolio
150,896
Q2 2025 Reduced 0.24%
$223M
$1.15 Billion 0.81% of portfolio
92,350
Q4 2024 New
$30.2B
$650 Million 0.46% of portfolio
11,163
Q2 2025 Reduced 3.87%
$3.31B
$659 Million 0.46% of portfolio
12,262
Q2 2025 Added 1.78%
$21.8B
$317 Million 0.22% of portfolio
9,965
Q2 2025 Reduced 3.29%
$102B
$301 Million 0.21% of portfolio
687
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $142 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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