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Expect Equity LLC

All holdings · as of Dec 31, 2025

47 positions

CompanyClassValueShares% of portfolio
FIRST HORIZON CORP—$4.09M170,9263.9%
COLUMBIA BANKING SYSTEM, INC.—$4.00M143,0653.9%
MKS Inc—$3.84M24,0153.7%
FLOWSERVE CORP—$3.60M51,9243.5%
ATI Inc—$3.26M28,4103.2%
COUSINS PROPERTIES INC—$3.18M123,3513.1%
CACI INTERNATIONAL INC /DE—$3.17M5,9483.1%
OSHKOSH CORP—$3.15M25,0553.0%
BEL FUSE INC.—$3.14M18,5373.0%
VSE CORP—$2.87M16,6082.8%
CECO ENVIRONMENTAL CORPCECOCommon Stock$2.87M47,8842.8%
COOPER COMPANIES, INC.—$2.84M34,6202.7%
COMMERCIAL METALS Co—$2.73M39,5102.6%
BRUKER CORP—$2.64M56,1302.6%
LSI INDUSTRIES INC—$2.63M143,6042.5%
MAMAS CREATIONS INC—$2.58M191,0232.5%
GIBRALTAR INDUSTRIES, INC.—$2.55M51,5332.5%
Haemonetics Corporation—$2.52M31,3812.4%
Core & Main, Inc.—$2.43M46,8502.4%
CONCENTRA GROUP HOLDINGS PAR—$2.34M118,8302.3%
StandardAero, Inc.SAROCommon Stock$2.34M81,4912.3%
Option Care Health Inc—$2.26M70,8612.2%
Limbach Holdings Inc—$2.22M28,5112.1%
MODINE MANUFACTURING CO—$2.08M15,5752.0%
Lantheus Holdings, Inc.—$1.98M29,6991.9%
East West Bancorp Inc—$1.93M17,1351.9%
Lamb Weston Holdings, Inc.—$1.80M42,9401.7%
HANOVER INSURANCE GROUP, INC.—$1.77M9,7041.7%
Nomad Foods Ltd—$1.77M141,5901.7%
NCR Voyix Corp—$1.69M165,5091.6%
ASCENT INDUSTRIES CO.ACNTCommon Stock$1.68M103,4891.6%
Avery Dennison Corp—$1.62M8,8801.6%
HASBRO, INC.—$1.60M19,4901.5%
SHARKNINJA INC—$1.54M13,7201.5%
Civitas Resources, Inc.CIVICommon Stock$1.49M55,0801.4%
Chefs' Warehouse, Inc.—$1.48M23,8181.4%
LAKELAND INDUSTRIES INC—$1.47M166,0611.4%
TTM Technologies Inc—$1.35M19,5501.3%
RadNet, Inc.—$1.31M18,3321.3%
Northern Oil & Gas Inc—$1.31M60,8301.3%
VIEMED HEALTHCARE, INC.VMDCommon Stock$1.29M173,9701.2%
SYNAPTICS Inc—$1.28M17,3521.2%
BrightView Holdings, Inc.—$1.27M100,4821.2%
CANTALOUPE INC—$1.25M117,7391.2%
GRANITE CONSTRUCTION INC—$1.23M10,6441.2%
ENERPAC TOOL GROUP CORP—$1.12M29,3981.1%
TIC Solutions, Inc.—$920.0K91,0040.9%
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