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4d Advisors, LLC

CIK:0001938268
Hedge Fund
$262M AUM
34 holdings
Redondo Beach, CA, US
Founded:2021
3 employees
Latest filing:Jun 30, 2025

4D Advisors, LLC is a Delaware-registered investment adviser founded in May 2021, headquartered in Redondo Beach, California. The firm is led by Managing Member and Principal Owner Kurt Graeber and has 3 employees as of early 2025. 4D Advisors serves primarily pooled investment vehicles, such as hedge funds, and manages assets for US persons only. Their client base is institutional, focusing on sophisticated investors rather than individuals.

Investment Strategy

4D Advisors, LLC operates a hedge fund strategy focused on US-listed equities across various sectors. Its approach is fundamentally driven, actively managing positions in a concentrated portfolio of around 30-40 publicly traded companies, with an emphasis on capital appreciation and risk management. The firm aims to identify undervalued opportunities using in-depth fundamental analysis, sector trends, and event-driven strategies, allocating capital dynamically based on market conviction and liquidity.

Top Buys
T
TPBTURNING PT BRANDS INC
+$11.2M
S
STRLSTERLING INFRASTRUCTURE INC
+$6.9M
M
MPWRMONOLITHIC PWR SYS INC
+$6.3M
M
MTHMERITAGE HOMES CORP
+$5.9M
N
NEMNEWMONT CORP
+$5.8M
Top Sells
W
WMWASTE MGMT INC DEL
-$14.5M
K
KNFKNIFE RIVER CORP
-$5.0M
A
AAONAAON INC
-$4.3M
T
TDWTIDEWATER INC NEW
-$4.0M
A
APGAPI GROUP CORP
-$3.9M

Top Holdings

T
TPBTURNING PT BRANDS INC
+9.0%$16.8M
A
AXONAXON ENTERPRISE INC
+5.6%$10.3M
A
APEIAMERICAN PUB ED INC
+4.7%$8.7M
F
FSSFEDERAL SIGNAL CORP
+4.6%$8.5M
C
CELHCELSIUS HLDGS INC
+4.4%$8.1M

Equity Positions (34)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
T
TPB
TURNING PT BRANDS INC9.04%$16.8M222,000$68.78$75.77+$11.2M
A
AXON
AXON ENTERPRISE INC5.56%$10.3M12,500$590.05$827.94+$1.9M
A
APEI
AMERICAN PUB ED INC4.67%$8.7M285,000$26.60$30.46+$5.7M
F
FSS
FEDERAL SIGNAL CORP4.58%$8.5M80,000$98.53$106.42+$5.2M
C
CELH
CELSIUS HLDGS INC4.36%$8.1M175,000$37.16$46.39+$2.8M

Industry Allocation

TOBACCO PRODUCTS
+9.0%
REFUSE SYSTEMS
+7.0%
SERVICES-EDUCATIONAL SERVICES
+7.0%
SEMICONDUCTORS & RELATED DEVICES
+6.6%
MOTOR VEHICLES & PASSENGER CAR BODIES
+6.6%