EXPECT EQUITY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MAMA | 266K | $2.79M |
 | VYX | 166K | $2.08M |
 | FHN | 157K | $3.55M |
 | LAKE | 155K | $2.30M |
 | LYTS | 144K | $3.39M |
 | COLB | 143K | $3.68M |
 | NOMD | 142K | $1.86M |
 | CUZ | 123K | $3.57M |
 | CTLP | 118K | $1.24M |
 | VMD | 109K | $740.17K |
 | CON | 106K | $2.22M |
 | BV | 100K | $1.35M |
 | ACNT | 100K | $1.29M |
 | IART | 92K | $1.32M |
 | OPCH | 71K | $1.97M |
 | TIC | 66K | $881.36K |
 | FLS | 61K | $3.26M |
 | NOG | 61K | $1.51M |
 | CIVI | 55K | $1.79M |
 | BRKR | 52K | $1.70M |
Mama's Creations, Inc.
MAMA
Shares Held
266K
Value
$2.79M
NCR Voyix Corporation
VYX
Shares Held
166K
Value
$2.08M
First Horizon Corporation
FHN
Shares Held
157K
Value
$3.55M
Lakeland Industries, Inc.
LAKE
Shares Held
155K
Value
$2.30M
LSI Industries Inc.
LYTS
Shares Held
144K
Value
$3.39M
Columbia Banking System, Inc.
COLB
Shares Held
143K
Value
$3.68M
Nomad Foods Limited
NOMD
Shares Held
142K
Value
$1.86M
Cousins Properties Incorporated
CUZ
Shares Held
123K
Value
$3.57M
Cantaloupe, Inc.
CTLP
Shares Held
118K
Value
$1.24M
Viemed Healthcare, Inc.
VMD
Shares Held
109K
Value
$740.17K
Concentra Group Holdings Parent, Inc.
CON
Shares Held
106K
Value
$2.22M
BrightView Holdings, Inc.
BV
Shares Held
100K
Value
$1.35M
Ascent Industries Co.
ACNT
Shares Held
100K
Value
$1.29M
Integra LifeSciences Holdings Corporation
IART
Shares Held
92K
Value
$1.32M
Option Care Health, Inc.
OPCH
Shares Held
71K
Value
$1.97M
TIC Solutions, Inc.
TIC
Shares Held
66K
Value
$881.36K
Flowserve Corporation
FLS
Shares Held
61K
Value
$3.26M
Northern Oil and Gas, Inc.
NOG
Shares Held
61K
Value
$1.51M
Civitas Resources, Inc.
CIVI
Shares Held
55K
Value
$1.79M
Bruker Corporation
BRKR
Shares Held
52K
Value
$1.70M