Expect Equity LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Expect Equity LLC held in its portfolio 47 assets valued at $103,453,427 (i.e. $103.45M).
The most valuable assets in the portfolio included: FIRST HORIZON CORPORATION ($4.09M), COLUMBIA BKG SYS INC ($4.00M), and MKS INC. ($3.84M).
The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Expect Equity LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIRST HORIZON CORPORATION | 170926 | 4085131 | COM |
| COLUMBIA BKG SYS INC | 143065 | 3998667 | COM |
| MKS INC. | 24015 | 3837597 | COM |
| FLOWSERVE CORP | 51924 | 3602487 | COM |
| ATI INC | 28410 | 3260332 | COM |
| COUSINS PPTYS INC | 123351 | 3179989 | COM NEW |
| CACI INTL INC | 5948 | 3169154 | CL A |
| OSHKOSH CORP | 25055 | 3147660 | COM |
| BEL FUSE INC | 18537 | 3144431 | CL B |
| VSE CORP | 16608 | 2869364 | COM |
| CECO ENVIRONMENTAL CORP | 47884 | 2865857 | COM |
| COOPER COS INC | 34620 | 2837455 | COM |
| COMMERCIAL METALS CO | 39510 | 2734882 | COM |
| BRUKER CORP | 56130 | 2644284 | COM |
| LSI INDS INC OHIO | 143604 | 2630825 | COM |
| MAMAS CREATIONS INC | 191023 | 2576900 | COM |
| GIBRALTAR INDS INC | 51533 | 2547792 | COM |
| HAEMONETICS CORP MASS | 31381 | 2515187 | COM |
| CORE & MAIN INC | 46850 | 2434795 | CL A |
| CONCENTRA GROUP HOLDINGS PAR | 118830 | 2338574 | COMMON STOCK |
| STANDARDAERO INC | 81491 | 2337162 | COM |
| OPTION CARE HEALTH INC | 70861 | 2257631 | COM NEW |
| LIMBACH HLDGS INC | 28511 | 2219581 | COM |
| MODINE MFG CO | 15575 | 2079418 | COM |
| LANTHEUS HLDGS INC | 29699 | 1976468 | COM |
| EAST WEST BANCORP INC | 17135 | 1925803 | COM |
| LAMB WESTON HLDGS INC | 42940 | 1798757 | COM |
| HANOVER INS GROUP INC | 9704 | 1773600 | COM |
| NOMAD FOODS LTD | 141590 | 1771291 | USD ORD SHS |
| NCR VOYIX CORPORATION | 165509 | 1688192 | COM |
| ASCENT INDUSTRIES CO | 103489 | 1675487 | COM |
| AVERY DENNISON CORP | 8880 | 1615094 | COM |
| HASBRO INC | 19490 | 1598180 | COM |
| SHARKNINJA INC | 13720 | 1535268 | COM SHS |
| CIVITAS RESOURCES INC | 55080 | 1492117 | COM NEW |
| CHEFS WHSE INC | 23818 | 1484576 | COM |
| LAKELAND INDS INC | 166061 | 1467979 | COM |
| TTM TECHNOLOGIES INC | 19550 | 1348950 | COM |
| RADNET INC | 18332 | 1307988 | COM |
| NORTHERN OIL & GAS INC | 60830 | 1306020 | COM |
| VIEMED HEALTHCARE INC | 173970 | 1292597 | COM |
| SYNAPTICS INC | 17352 | 1284395 | COM |
| BRIGHTVIEW HLDGS INC | 100482 | 1273107 | COM |
| CANTALOUPE INC | 117739 | 1250388 | COM |
| GRANITE CONSTR INC | 10644 | 1227785 | COM |
| ENERPAC TOOL GROUP CORP | 29398 | 1124180 | CL A COM |
| TIC SOLUTIONS INC | 91004 | 920050 | COM |
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