Expect Equity LLC
- SEC CIK
- 0002007407
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only.
- Positions
- 45
- No filing for Q3 2024
- Portfolio value
- $95.5M
- No filing for Q3 2024
Expect Equity LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ICFIICF International, Inc. | Stock | 3,626 | $432.3K | 0.5% | – | – | History |
| MMSMaximus, Inc. | COM | 9,071 | $677.1K | 0.7% | – | – | History |
| SYNASYNAPTICS Inc | Stock | 11,538 | $880.6K | 0.9% | – | – | History |
| Aris Water Solutions, Inc.04041L106 | CLASS A COM | 37,062 | $887.6K | 0.9% | – | – | – |
| GVAGranite Construction Inc | COM | 10,644 | $933.6K | 1.0% | – | – | History |
| HAINHain Celestial Group Inc | COM | 172,434 | $1.06M | 1.1% | – | – | History |
| HAEHaemonetics Corp | COM | 14,100 | $1.10M | 1.2% | – | – | History |
| MECMayville Engineering Company, Inc. | COM | 74,744 | $1.17M | 1.2% | – | – | History |
| EPACEnerpac Tool Group Corp | CL A COM | 30,398 | $1.25M | 1.3% | – | – | History |
| VMDViemed Healthcare, Inc. | COM | 170,666 | $1.37M | 1.4% | – | – | History |
| BVBrightView Holdings, Inc. | COM | 89,241 | $1.43M | 1.5% | – | – | History |
| CHEFChefs' Warehouse, Inc. | COM | 29,018 | $1.43M | 1.5% | – | – | History |
| HIHillenbrand, Inc. | COM | 48,815 | $1.50M | 1.6% | – | – | History |
| MAMAMama's Creations, Inc. | COM | 189,107 | $1.51M | 1.6% | – | – | History |
| OPCHOption Care Health, Inc. | COM NEW | 76,261 | $1.77M | 1.9% | – | – | History |
| LAKELakeland Industries Inc | COM | 70,785 | $1.81M | 1.9% | – | – | History |
| KMPRKEMPER Corp | COM | 27,910 | $1.85M | 1.9% | – | – | History |
| ROCKGibraltar Industries, Inc. | COM | 32,242 | $1.90M | 2.0% | – | – | History |
| CIVICivitas Resources, Inc. | EQUITY US CM | 41,780 | $1.92M | 2.0% | – | – | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 115,260 | $1.93M | 2.0% | – | – | History |
| CRICarters Inc | COM | 36,260 | $1.96M | 2.1% | – | – | History |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 92,105 | $2.09M | 2.2% | – | – | History |
| LMBLimbach Holdings, Inc. | COM | 24,667 | $2.11M | 2.2% | – | – | History |
| THGHanover Insurance Group, Inc. | COM | 14,178 | $2.19M | 2.3% | – | – | History |
| LNTHLantheus Holdings, Inc. | Stock | 24,924 | $2.23M | 2.3% | – | – | History |
| VSECVse Corp | COM | 23,785 | $2.26M | 2.4% | – | – | History |
| VYXNCR Voyix Corp | COM | 165,509 | $2.29M | 2.4% | – | – | History |
| MODModine Manufacturing Co | COM | 20,458 | $2.37M | 2.5% | – | – | History |
| LYTSLsi Industries Inc | COM | 123,124 | $2.39M | 2.5% | – | – | History |
| CMCCommercial Metals Co | Stock | 49,545 | $2.46M | 2.6% | – | – | History |
| WNSWNS (Holdings) Ltd | COM SHS | 51,880 | $2.46M | 2.6% | – | – | History |
| BRKRBruker Corp | COM | 42,880 | $2.51M | 2.6% | – | – | History |
| NOGNorthern Oil & Gas, Inc. | COM | 68,500 | $2.55M | 2.7% | – | – | History |
| BELFBBel Fuse Inc | CL B | 31,091 | $2.56M | 2.7% | – | – | History |
| CNMCore & Main, Inc. | CL A | 53,500 | $2.72M | 2.9% | – | – | History |
| OSKOshkosh Corp | COM | 29,435 | $2.80M | 2.9% | – | – | History |
| LWLamb Weston Holdings, Inc. | Stock | 42,940 | $2.87M | 3.0% | – | – | History |
| TTMITTM Technologies Inc | COM | 130,566 | $3.23M | 3.4% | – | – | History |
| HASHasbro, Inc. | COM | 58,055 | $3.25M | 3.4% | – | – | History |
| CECOCeco Environmental Corp | COM | 108,055 | $3.27M | 3.4% | – | – | History |
| FHNFirst Horizon Corp | COM | 165,025 | $3.32M | 3.5% | – | – | History |
| MKSIMKS Inc | COM | 32,780 | $3.42M | 3.6% | – | – | History |
| FLSFlowserve Corp | COM | 63,950 | $3.68M | 3.9% | – | – | History |
| COLBColumbia Banking System, Inc. | COM | 142,555 | $3.85M | 4.0% | – | – | History |
| CUZCousins Properties Inc | COM NEW | 126,355 | $3.87M | 4.1% | – | – | History |