EXPECT EQUITY LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VMD | 204K | $1.88M |
 | MAMA | 174K | $2.67M |
 | FHN | 171K | $3.89M |
 | VYX | 166K | $1.05M |
 | LYTS | 144K | $2.67M |
 | COLB | 143K | $3.92M |
 | NOMD | 142K | $1.36M |
 | CON | 136K | $2.92M |
 | TIC | 132K | $867.76K |
 | CUZ | 123K | $2.78M |
 | ACNT | 110K | $1.47M |
 | LAKE | 107K | $873.86K |
 | BV | 100K | $1.18M |
 | SARO | 98K | $2.52M |
 | SM | 96K | $2.99M |
 | OPCH | 77K | $2.06M |
 | ROCK | 63K | $2.53M |
 | BRKR | 56K | $2.03M |
 | FLS | 48K | $3.54M |
 | CNM | 47K | $2.31M |
Viemed Healthcare, Inc.
VMD
Shares Held
204K
Value
$1.88M
Mama's Creations, Inc.
MAMA
Shares Held
174K
Value
$2.67M
First Horizon Corporation
FHN
Shares Held
171K
Value
$3.89M
NCR Voyix Corporation
VYX
Shares Held
166K
Value
$1.05M
LSI Industries Inc.
LYTS
Shares Held
144K
Value
$2.67M
Columbia Banking System, Inc.
COLB
Shares Held
143K
Value
$3.92M
Nomad Foods Limited
NOMD
Shares Held
142K
Value
$1.36M
Concentra Group Holdings Parent, Inc.
CON
Shares Held
136K
Value
$2.92M
TIC Solutions, Inc.
TIC
Shares Held
132K
Value
$867.76K
Cousins Properties Incorporated
CUZ
Shares Held
123K
Value
$2.78M
Ascent Industries Co.
ACNT
Shares Held
110K
Value
$1.47M
Lakeland Industries, Inc.
LAKE
Shares Held
107K
Value
$873.86K
BrightView Holdings, Inc.
BV
Shares Held
100K
Value
$1.18M
StandardAero, Inc.
SARO
Shares Held
98K
Value
$2.52M
SM Energy Company
SM
Shares Held
96K
Value
$2.99M
Option Care Health, Inc.
OPCH
Shares Held
77K
Value
$2.06M
Gibraltar Industries, Inc.
ROCK
Shares Held
63K
Value
$2.53M
Bruker Corporation
BRKR
Shares Held
56K
Value
$2.03M
Flowserve Corporation
FLS
Shares Held
48K
Value
$3.54M
Core & Main, Inc.
CNM
Shares Held
47K
Value
$2.31M