Four Tree Island Advisory LLC MLI MUELLER INDS INC

Ownership history in Four Tree Island Advisory LLC  ·  6 quarters on record

AI Ownership Summary

Four Tree Island Advisory LLC reported MUELLER INDS INC (MLI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 14.33% in 2025 Q3. The latest visible filing shows MLI at 12.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MLI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Four Tree Island Advisory LLC's position in MUELLER INDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MLI was reported at 12.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.33% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Four Tree Island Advisory LLC held MLI — position size vs. price
% of Fund (quarterly)    MLI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 228,371 +5,633 +2.5% 12.77% $25.3M 2026-05-11 $140.71
2025 Q4 ADDED 222,738 +1,045 +0.5% 14.11% $25.6M 2026-01-30 $135.71
2025 Q3 REDUCED 221,693 -2,963 -1.3% 14.33% $22.5M 2025-11-07 $106.52
2025 Q2 REDUCED 10.7% +26.5% 224,656 -27,046 -10.7% 12.56% $17.9M 2025-08-13 $92.99
2025 Q1 ADDED 251,702 +7,545 +3.1% 13.46% $19.2M 2025-05-06 $72.99
2024 Q4 INITIATED 244,157 13.38% $19.4M 2025-01-29 $78.37

FAQ About Four Tree Island Advisory LLC and MLI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Four Tree Island Advisory LLC reported owning MLI?

Four Tree Island Advisory LLC reported MLI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MLI position in Four Tree Island Advisory LLC's portfolio?

The largest reported portfolio weight for MLI was 14.33% in 2025 Q3.

What is the latest reported MLI position on this page?

The most recent filing on this page is 2026 Q1, when Four Tree Island Advisory LLC reported 228,371 shares, equal to 12.77% of portfolio, with an estimated market value of $25.3M.

What does the chart on this MLI ownership page compare?

The chart compares Four Tree Island Advisory LLC's quarterly MLI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Four Tree Island Advisory LLC time their MLI position?

Based on 13F filing dates vs. subsequent MLI price moves, Four Tree Island Advisory LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on MLI relative to SPY over the holding period was +33.0%.

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