Expect Equity LLC
- SEC CIK
- 0002007407
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位。
- 持股檔數
- 45
- 2024 年第 3 季沒有申報
- 總值
- $9,554 萬
- 2024 年第 3 季沒有申報
Expect Equity LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CUZCousins Properties Inc | COM NEW | 126,355 | $387.2 萬 | 4.1% | – | – | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 142,555 | $385.0 萬 | 4.0% | – | – | 歷史 |
| FLSFlowserve Corp | COM | 63,950 | $367.8 萬 | 3.9% | – | – | 歷史 |
| MKSIMKS Inc | COM | 32,780 | $342.2 萬 | 3.6% | – | – | 歷史 |
| FHNFirst Horizon Corp | COM | 165,025 | $332.4 萬 | 3.5% | – | – | 歷史 |
| CECOCeco Environmental Corp | COM | 108,055 | $326.7 萬 | 3.4% | – | – | 歷史 |
| HASHasbro, Inc. | COM | 58,055 | $324.6 萬 | 3.4% | – | – | 歷史 |
| TTMITTM Technologies Inc | COM | 130,566 | $323.2 萬 | 3.4% | – | – | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 42,940 | $287.0 萬 | 3.0% | – | – | 歷史 |
| OSKOshkosh Corp | COM | 29,435 | $279.8 萬 | 2.9% | – | – | 歷史 |
| CNMCore & Main, Inc. | CL A | 53,500 | $272.4 萬 | 2.9% | – | – | 歷史 |
| BELFBBel Fuse Inc | CL B | 31,091 | $256.4 萬 | 2.7% | – | – | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 68,500 | $254.5 萬 | 2.7% | – | – | 歷史 |
| BRKRBruker Corp | COM | 42,880 | $251.4 萬 | 2.6% | – | – | 歷史 |
| WNSWNS (Holdings) Ltd | COM SHS | 51,880 | $245.9 萬 | 2.6% | – | – | 歷史 |
| CMCCommercial Metals Co | Stock | 49,545 | $245.7 萬 | 2.6% | – | – | 歷史 |
| LYTSLsi Industries Inc | COM | 123,124 | $239.1 萬 | 2.5% | – | – | 歷史 |
| MODModine Manufacturing Co | COM | 20,458 | $237.2 萬 | 2.5% | – | – | 歷史 |
| VYXNCR Voyix Corp | COM | 165,509 | $229.1 萬 | 2.4% | – | – | 歷史 |
| VSECVse Corp | COM | 23,785 | $226.2 萬 | 2.4% | – | – | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 24,924 | $223.0 萬 | 2.3% | – | – | 歷史 |
| THGHanover Insurance Group, Inc. | COM | 14,178 | $219.3 萬 | 2.3% | – | – | 歷史 |
| LMBLimbach Holdings, Inc. | COM | 24,667 | $211.0 萬 | 2.2% | – | – | 歷史 |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 92,105 | $208.9 萬 | 2.2% | – | – | 歷史 |
| CRICarters Inc | COM | 36,260 | $196.5 萬 | 2.1% | – | – | 歷史 |
| NOMDNomad Foods Ltd | USD ORD SHS | 115,260 | $193.4 萬 | 2.0% | – | – | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 41,780 | $191.6 萬 | 2.0% | – | – | 歷史 |
| ROCKGibraltar Industries, Inc. | COM | 32,242 | $189.9 萬 | 2.0% | – | – | 歷史 |
| KMPRKEMPER Corp | COM | 27,910 | $185.4 萬 | 1.9% | – | – | 歷史 |
| LAKELakeland Industries Inc | COM | 70,785 | $180.9 萬 | 1.9% | – | – | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 76,261 | $176.9 萬 | 1.9% | – | – | 歷史 |
| MAMAMama's Creations, Inc. | COM | 189,107 | $150.5 萬 | 1.6% | – | – | 歷史 |
| HIHillenbrand, Inc. | COM | 48,815 | $150.3 萬 | 1.6% | – | – | 歷史 |
| CHEFChefs' Warehouse, Inc. | COM | 29,018 | $143.1 萬 | 1.5% | – | – | 歷史 |
| BVBrightView Holdings, Inc. | COM | 89,241 | $142.7 萬 | 1.5% | – | – | 歷史 |
| VMDViemed Healthcare, Inc. | COM | 170,666 | $136.9 萬 | 1.4% | – | – | 歷史 |
| EPACEnerpac Tool Group Corp | CL A COM | 30,398 | $124.9 萬 | 1.3% | – | – | 歷史 |
| MECMayville Engineering Company, Inc. | COM | 74,744 | $117.5 萬 | 1.2% | – | – | 歷史 |
| HAEHaemonetics Corp | COM | 14,100 | $110.1 萬 | 1.2% | – | – | 歷史 |
| HAINHain Celestial Group Inc | COM | 172,434 | $106.0 萬 | 1.1% | – | – | 歷史 |
| GVAGranite Construction Inc | COM | 10,644 | $93.4 萬 | 1.0% | – | – | 歷史 |
| Aris Water Solutions, Inc.04041L106 | CLASS A COM | 37,062 | $88.8 萬 | 0.9% | – | – | – |
| SYNASYNAPTICS Inc | Stock | 11,538 | $88.1 萬 | 0.9% | – | – | 歷史 |
| MMSMaximus, Inc. | COM | 9,071 | $67.7 萬 | 0.7% | – | – | 歷史 |
| ICFIICF International, Inc. | Stock | 3,626 | $43.2 萬 | 0.5% | – | – | 歷史 |