Expect Equity
Latest statistics and disclosures from Expect Equity's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002007407
Tip: Access up to 7 years of quarterly data
Positions held by Expect Equity consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Expect Equity
Expect Equity holds 48 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| MKS Instruments (MKSI) | 4.1 | $4.2M | 19k | 229.81 |
|
|
| Columbia Banking System (COLB) | 3.8 | $3.9M | 143k | 27.43 |
|
|
| First Horizon National Corporation (FHN) | 3.7 | $3.9M | 171k | 22.76 |
|
|
| Allegheny Technologies Incorporated (ATI) | 3.6 | $3.8M | 26k | 145.46 |
|
|
| Caci Intl Cl A (CACI) | 3.5 | $3.7M | 6.7k | 543.87 |
|
|
| Flowserve Corporation (FLS) | 3.4 | $3.5M | 48k | 73.51 |
|
|
| Oshkosh Corporation (OSK) | 3.3 | $3.4M | 23k | 147.21 |
|
|
| SM Energy (SM) | 2.9 | $3.0M | 96k | 31.18 |
|
|
| Concentra Group Holdings Par Common Stock (CON) | 2.8 | $2.9M | 136k | 21.45 |
|
|
| Modine Manufacturing (MOD) | 2.7 | $2.9M | 13k | 216.71 |
|
|
| Cousins Pptys Com New (CUZ) | 2.7 | $2.8M | 123k | 22.57 |
|
|
| LSI Industries (LYTS) | 2.6 | $2.7M | 144k | 18.60 |
|
|
| Mamamancini's Holdings (MAMA) | 2.6 | $2.7M | 174k | 15.34 |
|
|
| Gibraltar Industries (ROCK) | 2.4 | $2.5M | 64k | 39.87 |
|
|
| Standardaero (SARO) | 2.4 | $2.5M | 98k | 25.83 |
|
|
| VSE Corporation (VSEC) | 2.4 | $2.5M | 14k | 184.40 |
|
|
| Cooper Cos (COO) | 2.4 | $2.5M | 35k | 71.50 |
|
|
| East West Ban (EWBC) | 2.4 | $2.5M | 23k | 106.76 |
|
|
| Limbach Hldgs (LMB) | 2.3 | $2.4M | 31k | 78.05 |
|
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 2.3 | $2.4M | 32k | 75.85 |
|
|
| Commercial Metals Company (CMC) | 2.3 | $2.4M | 40k | 61.43 |
|
|
| Core & Main Cl A (CNM) | 2.2 | $2.3M | 47k | 49.40 |
|
|
| CECO Environmental (CECO) | 2.2 | $2.3M | 39k | 59.58 |
|
|
| Bel Fuse CL B (BELFB) | 2.1 | $2.2M | 11k | 197.98 |
|
|
| Avery Dennison Corporation (AVY) | 2.1 | $2.2M | 13k | 172.68 |
|
|
| Haemonetics Corporation (HAE) | 2.0 | $2.1M | 37k | 56.36 |
|
|
| Option Care Health Com New (OPCH) | 2.0 | $2.1M | 77k | 26.92 |
|
|
| Sharkninja Com Shs (SN) | 1.9 | $2.0M | 19k | 105.90 |
|
|
| Bruker Corporation (BRKR) | 1.9 | $2.0M | 56k | 36.12 |
|
|
| TTM Technologies (TTMI) | 1.8 | $1.9M | 20k | 97.42 |
|
|
| Viemed Healthcare (VMD) | 1.8 | $1.9M | 204k | 9.21 |
|
|
| Lamb Weston Hldgs (LW) | 1.7 | $1.8M | 43k | 42.26 |
|
|
| Chefs Whse (CHEF) | 1.5 | $1.5M | 26k | 59.45 |
|
|
| RadNet (RDNT) | 1.4 | $1.5M | 27k | 55.89 |
|
|
| Synalloy Corporation (ACNT) | 1.4 | $1.5M | 110k | 13.31 |
|
|
| Nomad Foods Usd Ord Shs (NOMD) | 1.3 | $1.4M | 142k | 9.61 |
|
|
| Itron (ITRI) | 1.3 | $1.3M | 15k | 89.63 |
|
|
| Granite Construction (GVA) | 1.3 | $1.3M | 11k | 119.88 |
|
|
| Synaptics, Incorporated (SYNA) | 1.3 | $1.3M | 19k | 70.04 |
|
|
| Healthequity (HQY) | 1.2 | $1.3M | 16k | 83.57 |
|
|
| Birkenstock Holding Com Shs (BIRK) | 1.2 | $1.2M | 34k | 35.83 |
|
|
| Brightview Holdings (BV) | 1.1 | $1.2M | 101k | 11.79 |
|
|
| Enerpac Tool Group Corp Cl A Com (EPAC) | 1.0 | $1.1M | 29k | 36.47 |
|
|
| NCR Corporation (VYX) | 1.0 | $1.0M | 166k | 6.33 |
|
|
| Lakeland Industries (LAKE) | 0.8 | $874k | 107k | 8.19 |
|
|
| Acuren Corporation (TIC) | 0.8 | $868k | 132k | 6.58 |
|
|
| InfuSystem Holdings (INFU) | 0.7 | $747k | 81k | 9.23 |
|
|
| TETRA Technologies (TTI) | 0.1 | $139k | 16k | 8.52 |
|
Past Filings by Expect Equity
SEC 13F filings are viewable for Expect Equity going back to 2026
- Expect Equity 2026 Q1 filed May 15, 2026