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Disclosed positions
Four Tree Island Advisory LLC: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- LAM RESEARCH CORP
- Ticker
- LRCX
- Class
- COM NEW
- Reported value
- $98,712,574
- Reported amount
- 227,800
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002048142-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| LAM RESEARCH CORP | LRCX | COM NEW | $98,712,574 | 227,800 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $39,258,900 | 54,300 | SH | None |
| MUELLER INDS INC | MLI | COM | $28,676,004 | 233,271 | SH | None |
| WILLIS LEASE FIN CORP | WLFC | COM | $24,747,008 | 108,160 | SH | None |
| JACKSON FINANCIAL INC | JXN | COM CL A | $24,314,041 | 237,465 | SH | None |
| GARRETT MOTION INC | GTX | COM | $20,183,769 | 557,101 | SH | None |
| AERCAP HOLDINGS NV | AER | SHS | $18,933,469 | 129,877 | SH | None |
| EQUITABLE HLDGS INC | EQH | COM | $16,632,407 | 379,043 | SH | None |
| ALLIANCEBERNSTEIN HLDG L P | AB | UNIT LTD PARTN | $7,310,651 | 207,571 | SH | None |
| BRIGHTHOUSE FINL INC | BHF | COM | $3,785,593 | 59,804 | SH | None |
| ITURAN LOCATION AND CONTROL | ITRN | SHS | $3,755,959 | 61,563 | SH | None |
| BRISTOL-MYERS SQUIBB CO | BMY | COM | $3,361,378 | 58,337 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,238,657 | 16,186 | SH | None |
| VOYA FINANCIAL INC | VOYA | COM | $3,160,945 | 34,916 | SH | None |
| DOUBLEDOWN INTERACTIVE CO LT | DDI | ADS | $2,274,245 | 198,105 | SH | None |
| STELLANTIS N.V | STLA | SHS | $858,440 | 149,554 | SH | None |
| ABBVIE INC | ABBV | COM | $851,550 | 3,384 | SH | None |
| HOPE BANCORP INC | HOPE | COM | $809,719 | 59,190 | SH | None |
| NUTRIEN LTD | NTR | COM | $687,918 | 10,928 | SH | None |
| LYONDELLBASELL INDUSTRIES NV | LYB | SHS - A - | $526,079 | 9,992 | SH | None |
| DEVON ENERGY CORP NEW | DVN | COM | $411,754 | 9,965 | SH | None |
| TRANE TECHNOLOGIES PLC | TT | SHS | $337,427 | 687 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $218,049 | 428 | SH | None |
| MICROCHIP TECHNOLOGY INC. | MCHP | COM | $200,093 | 2,194 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.