EXPECT EQUITY LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MAMA | 191K | $2.58M |
 | VMD | 174K | $1.29M |
 | FHN | 171K | $4.09M |
 | LAKE | 166K | $1.47M |
 | VYX | 166K | $1.69M |
 | LYTS | 144K | $2.63M |
 | COLB | 143K | $4.00M |
 | NOMD | 142K | $1.77M |
 | CUZ | 123K | $3.18M |
 | CON | 119K | $2.34M |
 | CTLP | 118K | $1.25M |
 | ACNT | 103K | $1.68M |
 | BV | 100K | $1.27M |
 | TIC | 91K | $920.05K |
 | SARO | 81K | $2.34M |
 | OPCH | 71K | $2.26M |
 | NOG | 61K | $1.31M |
 | BRKR | 56K | $2.64M |
 | CIVI | 55K | $1.49M |
 | FLS | 52K | $3.60M |
Mama's Creations, Inc.
MAMA
Shares Held
191K
Value
$2.58M
Viemed Healthcare, Inc.
VMD
Shares Held
174K
Value
$1.29M
First Horizon Corporation
FHN
Shares Held
171K
Value
$4.09M
Lakeland Industries, Inc.
LAKE
Shares Held
166K
Value
$1.47M
NCR Voyix Corporation
VYX
Shares Held
166K
Value
$1.69M
LSI Industries Inc.
LYTS
Shares Held
144K
Value
$2.63M
Columbia Banking System, Inc.
COLB
Shares Held
143K
Value
$4.00M
Nomad Foods Limited
NOMD
Shares Held
142K
Value
$1.77M
Cousins Properties Incorporated
CUZ
Shares Held
123K
Value
$3.18M
Concentra Group Holdings Parent, Inc.
CON
Shares Held
119K
Value
$2.34M
Cantaloupe, Inc.
CTLP
Shares Held
118K
Value
$1.25M
Ascent Industries Co.
ACNT
Shares Held
103K
Value
$1.68M
BrightView Holdings, Inc.
BV
Shares Held
100K
Value
$1.27M
TIC Solutions, Inc.
TIC
Shares Held
91K
Value
$920.05K
StandardAero, Inc.
SARO
Shares Held
81K
Value
$2.34M
Option Care Health, Inc.
OPCH
Shares Held
71K
Value
$2.26M
Northern Oil and Gas, Inc.
NOG
Shares Held
61K
Value
$1.31M
Bruker Corporation
BRKR
Shares Held
56K
Value
$2.64M
Civitas Resources, Inc.
CIVI
Shares Held
55K
Value
$1.49M
Flowserve Corporation
FLS
Shares Held
52K
Value
$3.60M