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Expect Equity LLC

SEC CIK
0002007407
Latest filing
Aug 14, 2026

CON holding history

Concentra Group Holdings Parent, Inc. in every 13F filed by Expect Equity LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CON overviewAll 13F holders of CONFull Q2 2026 holdings

Shares (Q2 2026)
136,150
Value
$4.05M
% of portfolio
2.6%
Quarters held
6
Since Q1 2025
Holdings of CON by Expect Equity LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026136,150$4.05M2.6%00.0%UnchangedHolders
Q1 2026136,150$2.92M2.3%+17,320+14.6%AddedHolders
Q4 2025118,830$2.34M1.9%+12,910+12.2%AddedHolders
Q3 2025105,920$2.22M2.2%+30,780+41.0%AddedHolders
Q2 202575,140$1.55M1.7%+22,050+41.5%AddedHolders
Q1 202553,090$1.15M1.3%+53,090NewHolders