Holdings
Expect Equity LLC
As of Jun 30, 2026, Expect Equity LLC reported 60 positions worth US$146M. Largest: Mks Inc., Columbia Banking System, Inc. and Ati Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Mks Inc. | 10,655 | US$4.74M | −7,830 | Jun 30, 2026 |
| Columbia Banking System, Inc. | 143K | US$4.59M | no change | Jun 30, 2026 |
| Ati Inc. | 22,645 | US$4.46M | −3,300 | Jun 30, 2026 |
| Cousins Properties Incorporated | 145K | US$4.35M | +21,690 | Jun 30, 2026 |
| Bruker Corporation | 70,930 | US$4.27M | +14,800 | Jun 30, 2026 |
| First Horizon Corporation | 159K | US$4.08M | −11,640 | Jun 30, 2026 |
| Concentra Group Holdings Parent, Inc. | 136K | US$4.05M | no change | Jun 30, 2026 |
| Lsi Industries Inc. | 142K | US$3.78M | −1,395 | Jun 30, 2026 |
| Standardaero, Inc. | 121K | US$3.63M | +23,857 | Jun 30, 2026 |
| Oshkosh Corporation (holding Company) | 23,225 | US$3.56M | no change | Jun 30, 2026 |