4D Advisors, LLC

Position in CVLG — Covenant Logistics Group, Inc.

CIK 1938268 REDONDO BEACH, CA

Position in CVLG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,940,500

+$6,275,250 QoQ

Shares Held

225,000

+66.7% QoQ

Ownership

0.887%

of shares outstanding

% of Portfolio

3.82%

of 13F equity value

Holder Rank

#18

of 184 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

4D Advisors, LLC holds $47,765,300 across 4 Trucking names. CVLG ranks #4 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KNX	Knight-Swift Transportation Holdings Inc.	200,000	$15,574,000
2	ARCB	Arcbest Corp /Tx/	85,000	$12,200,900
3	TFII	TFI International Inc.	70,000	$10,049,900
4	CVLG	Covenant Logistics Group, Inc. This page	225,000	$9,940,500

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,940,500	225,000	+66.7%	Shares	Sole	2026-08-14
2026-03-31	$3,665,250	135,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.