Four Tree Island Advisory LLC Portfolio Holdings

Four Tree Island Advisory LLC

  • $145 Billion
  • Q4 2024

Four Tree Island Advisory LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mueller Industries Inc with a value of $19.4B, Jackson Financial Inc. with a value of $19.3B, Equitable Holdings, Inc. with a value of $19.1B, Lam Research Corp with a value of $17.6B, and Willis Lease Finance Corp with a value of $16.3B.

Examining the 13F form we can see an increase of $145B in the current position value.

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 $145 Billion
Financial Services: $52.4 Billion
Industrials: $45.7 Billion
Technology: $15.2 Billion
Healthcare: $6.65 Billion
Consumer Cyclical: $5.08 Billion
Basic Materials: $1.32 Billion
Energy: $419 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$212M
$1.05 Billion 0.73% of portfolio
92,350
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $145 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 23 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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