Four Tree Island Advisory LLC

data from 30/09/2025

Capitalization

$ 156.889 M 10.38 %

Average holding period

3 ans

Performance

$ 25.918 M 18.25 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Four Tree Island Advisory LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 LRCX LAM RESEARCH CORP 18.45% 28.942 M $ 234542 2024/12/31 8.575 M $ 37.56 %
2025/09/30 MLI MUELLER INDS INC 14.33% 22.488 M $ 221693 2024/12/31 4.862 M $ 27.23 %
2025/09/30 JXN JACKSON FINANCIAL INC 13.57% 21.295 M $ 223947 2024/12/31 2.694 M $ 14.01 %
2025/09/30 EQH EQUITABLE HLDGS INC 11.58% 18.167 M $ 358469 2024/12/31 -1.925 M $ -9.48 %
2025/09/30 WLFC WILLIS LEASE FIN CORP 8.56% 13.428 M $ 98466 2024/12/31 -531.622 K $ -3.99 %
2025/09/30 AER AERCAP HOLDINGS NV 7.74% 12.147 M $ 99650 2024/12/31 396.972 K $ 3.42 %
2025/09/30 AMAT APPLIED MATLS INC 7.29% 11.432 M $ 55114 2024/12/31 1.179 M $ 11.84 %
2025/09/30 AB ALLIANCEBERNSTEIN HLDG L P 5.06% 7.940 M $ 207571 2024/12/31 -543.096 K $ -6.39 %
2025/09/30 GTX GARRETT MOTION INC 4.38% 6.873 M $ 495931 2024/12/31 1.342 M $ 29.59 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 1.70% 2.667 M $ 59130 2024/12/31 -70.364 K $ -2.57 %
2025/09/30 VOYA VOYA FINANCIAL INC 1.54% 2.420 M $ 32358 2024/12/31 117.115 K $ 5.35 %
2025/09/30 ITRN ITURAN LOCATION AND CONTROL 1.38% 2.160 M $ 60476 2024/12/31 -169.541 K $ -7.77 %
2025/09/30 STLA STELLANTIS N.V 0.90% 1.409 M $ 150896 2024/12/31 -104.118 K $ -6.88 %
2025/09/30 BHF BRIGHTHOUSE FINL INC 0.77% 1.210 M $ 22762 2025/03/31 -8.460 K $ -1.28 %
2025/09/30 PVBC PROVIDENT BANCORP INC 0.74% 1.157 M $ 92350 2024/12/31 3.693 K $ 0.32 %
2025/09/30 ABBV ABBVIE INC 0.49% 766.102 K $ 3324 2024/12/31 152.638 K $ 9.10 %
2025/09/30 NTR NUTRIEN LTD 0.42% 655.380 K $ 11163 2024/12/31 5.246 K $ 0.81 %
2025/09/30 LYB LYONDELLBASELL INDUSTRIES N 0.32% 507.368 K $ 10346 2024/12/31 -91.251 K $ -15.24 %
2025/09/30 DVN DEVON ENERGY CORP NEW 0.22% 349.373 K $ 9965 2024/12/31 32.386 K $ 10.22 %
2025/09/30 HOPE HOPE BANCORP INC 0.20% 320.838 K $ 29790 2025/09/30 0.000 $ 0.00 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.18% 289.887 K $ 687 2024/12/31 -10.614 K $ -3.53 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.17% 264.581 K $ 530 2025/09/30 0.000 $ 0.00 %