DOSSIER · 13F-HR · Q2 2026

J.H. Whitney Equity Partners VII, LLC

$232M in tracked AUM across 1 positions as of Q2 2026.

JW
CIK 0001567459 · last filed Jun 30, 2026
Total AUM
$232M
as of Q2 2026
Holdings
1
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of J.H. Whitney Equity Partners VII, LLC (13F Filing)
Portfolio Overview

J.H. Whitney Equity Partners VII, LLC presents a highly concentrated investment portfolio characterized by an "all-in" strategy. As of the report date September 30, 2025, the firm reported a total portfolio value of $406.61 million, spread across exactly one holding. This represents a significant increase in portfolio value of 69.3% compared to the previous quarter's value of $240.17 million. Th...

Key Holdings

The sole holding in the portfolio is Aveanna Healthcare Holdings Inc., which accounts for 100.00% of the total assets at a value of $406.61 million. The position consists of 45.84 million shares. Given that this is the only reported asset, the performance of the portfolio is inextricably linked to the price action of Aveanna Healthcare. The massive surge in total portfolio value—from roughly $240 million to over $406 million—suggests that the underlying stock price appreciated substantially during the quarter, as the share count remained largely static while the dollar value increased by over $166 million.

Sector Allocation

The sector allocation for this portfolio is listed entirely as "Unknown," comprising 100% of the $406.61 million value. While Aveanna Healthcare is operationally a healthcare provider (specifically home health and hospice services), the classification in this specific dataset appears undefined or consolidated. Regardless of the label, the portfolio exhibits maximum concentration within a single industry vertical (Healthcare), exposing the firm to sector-specific regulatory and market risks without any offsetting investments in other sectors.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

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
AVAH
AVEANNA HEALTHCARE HOLDINGS INC.
$232M27.1M100.0%

Filing history

2026Q2Jun 30
$232M 0.6%
1 positionsView →
2026Q1Mar 31
$233M 21.2%
1 positionsView →
2025Q4Dec 31
$296M 27.2%
1 positionsView →
2025Q3Sep 30
$407M 69.3%
1 positionsView →
2025Q2Jun 30
$240M 8.7%
1 positionsLocked
2025Q1Mar 31
$263M 18.3%
1 positionsLocked
2024Q4Dec 31
$222M 12.1%
1 positionsLocked
2024Q3Sep 30
$253M 88.4%
1 positionsLocked
2024Q2Jun 30
$134M 10.8%
1 positionsLocked
2024Q1Mar 31
$121M 7.1%
1 positionsLocked
2023Q4Dec 31
$130M 125.2%
1 positionsLocked
2023Q3Sep 30
$58M 29.6%
1 positionsLocked
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