EXPECT EQUITY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HI | 49K | $1.32M |
 | CNM | 47K | $2.52M |
 | KMPR | 44K | $2.27M |
 | LW | 43K | $2.49M |
 | TTMI | 42K | $2.39M |
 | WNS | 40K | $3.08M |
 | ROCK | 36K | $2.23M |
 | CMC | 35K | $2.00M |
 | MKSI | 31K | $3.90M |
 | HAE | 31K | $1.51M |
 | HAS | 30K | $2.25M |
 | EPAC | 29K | $1.21M |
 | LNTH | 27K | $1.40M |
 | COO | 27K | $1.84M |
 | OSK | 25K | $3.25M |
 | CHEF | 24K | $1.39M |
 | BELFB | 23K | $3.31M |
 | MOD | 20K | $2.81M |
 | ARIS | 18K | $450.86K |
 | RDNT | 18K | $1.34M |
Hillenbrand, Inc.
HI
Shares Held
49K
Value
$1.32M
Core & Main, Inc.
CNM
Shares Held
47K
Value
$2.52M
Kemper Corporation
KMPR
Shares Held
44K
Value
$2.27M
Lamb Weston Holdings, Inc.
LW
Shares Held
43K
Value
$2.49M
TTM Technologies, Inc.
TTMI
Shares Held
42K
Value
$2.39M
WNS (Holdings) Limited
WNS
Shares Held
40K
Value
$3.08M
Gibraltar Industries, Inc.
ROCK
Shares Held
36K
Value
$2.23M
Commercial Metals Company
CMC
Shares Held
35K
Value
$2.00M
MKS Inc.
MKSI
Shares Held
31K
Value
$3.90M
Haemonetics Corporation
HAE
Shares Held
31K
Value
$1.51M
Hasbro, Inc.
HAS
Shares Held
30K
Value
$2.25M
Enerpac Tool Group Corp.
EPAC
Shares Held
29K
Value
$1.21M
Lantheus Holdings, Inc.
LNTH
Shares Held
27K
Value
$1.40M
The Cooper Companies, Inc.
COO
Shares Held
27K
Value
$1.84M
Oshkosh Corporation
OSK
Shares Held
25K
Value
$3.25M
The Chefs' Warehouse, Inc.
CHEF
Shares Held
24K
Value
$1.39M
Bel Fuse Inc.
BELFB
Shares Held
23K
Value
$3.31M
Modine Manufacturing Company
MOD
Shares Held
20K
Value
$2.81M
Aris Water Solutions, Inc.
ARIS
Shares Held
18K
Value
$450.86K
RadNet, Inc.
RDNT
Shares Held
18K
Value
$1.34M