Expect Equity LLC
CIK 2007407 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- CUZ4.05%
- COLB4.03%
- FLS3.85%
- MKSI3.58%
- FHN3.48%
- CECO3.42%
- HAS3.40%
- TTMI3.38%
- LW3.00%
- OSK2.93%
Share classes counted separately35.12%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CUZCOUSINS PROPERTIES INCCOM NEW View history and evidence | $3.87M | 4.05% | 126.36K shares | Prior unavailable — | — | ↗▾ |
| 02 | COLBCOLUMBIA BANKING SYSTEM INC View history and evidence | $3.85M | 4.03% | 142.56K shares | Prior unavailable — | — | ↗▾ |
| 03 | FLSFLOWSERVE CORP View history and evidence | $3.68M | 3.85% | 63.95K shares | Prior unavailable — | — | ↗▾ |
| 04 | MKSIMKS INC View history and evidence | $3.42M | 3.58% | 32.78K shares | Prior unavailable — | — | ↗▾ |
| 05 | FHNFIRST HORIZON CORP View history and evidence | $3.32M | 3.48% | 165.03K shares | Prior unavailable — | — | ↗▾ |
| 06 | CECOCECO ENVIRONMENTAL CORP View history and evidence | $3.27M | 3.42% | 108.06K shares | Prior unavailable — | — | ↗▾ |
| 07 | HASHASBRO INC View history and evidence | $3.25M | 3.40% | 58.05K shares | Prior unavailable — | — | ↗▾ |
| 08 | TTMITTM TECHNOLOGIES View history and evidence | $3.23M | 3.38% | 130.57K shares | Prior unavailable — | — | ↗▾ |
| 09 | LWLAMB WESTON HOLDINGS INC View history and evidence | $2.87M | 3.00% | 42.94K shares | Prior unavailable — | — | ↗▾ |
| 10 | OSKOSHKOSH CORP View history and evidence | $2.80M | 2.93% | 29.43K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2007407 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 95535402
}Research all 45 reported holdings.
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