DOSSIER · 13F-HR · Q2 2026

Expect Equity LLC

$155M in tracked AUM across 65 positions as of Q2 2026.

EE
CIK 0002007407 · last filed Jun 30, 2026
Total AUM
$155M
as of Q2 2026
Holdings
65
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Expect Equity LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MKSI
MKS INC.
$5M11K3.0%
02
COLB
COLUMBIA BKG SYS INC
$5M143K3.0%
03
ATI
ATI INC
$4M23K2.9%
04
CUZ
COUSINS PPTYS INC
$4M145K2.8%
05
BRKR
BRUKER CORP
$4M71K2.7%
06
FHN
FIRST HORIZON CORPORATION
$4M159K2.6%
07
CON
CONCENTRA GROUP HOLDINGS PAR
$4M136K2.6%
08
LYTS
LSI INDS INC OHIO
$4M142K2.4%
09
SARO
STANDARDAERO INC
$4M121K2.3%
10
OSK
OSHKOSH CORP
$4M23K2.3%

Filing history

2026Q2Jun 30
$155M 20.9%
65 positionsView →
2026Q1Mar 31
$129M 5.9%
62 positionsView →
2025Q4Dec 31
$121M 18.6%
58 positionsView →
2025Q3Sep 30
$102M 9.3%
49 positionsView →
2025Q2Jun 30
$94M 5.4%
47 positionsLocked
2025Q1Mar 31
$89M 7.0%
47 positionsLocked
2024Q4Dec 31
$96M
45 positionsLocked