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Es4, LLC

13F filer · CIK 0002095578
Reported Jul 29, 2026
Net seller this quarter
13F portfolio value$190MU.S. long equity reported on 13F
Positions20 new · 0 closed
Net flow last quarter-$4.75MBuys minus sells
Top 10 positions weight12.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 29, 20262 positions
EMXCEmax Holdings Corp$20.4M10.69%Not reported-18.9%Q4 2025
USRTEnigma-Bulwark, Ltd.$3.26M1.71%Not reportedNot reportedQ1 2026
Q1 2026Reported Apr 30, 20262 positions
EMXCEmax Holdings Corp$19.3M12.46%Not reportedNot reportedQ4 2025
USRTEnigma-Bulwark, Ltd.$2.9M1.87%Not reportedNewQ1 2026
Q4 2025Reported Feb 13, 20261 positions
EMXCEmax Holdings Corp$17.8M12.29%Not reportedNewQ4 2025
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