StockDriftsStockDriftsTop 50 Expect Equity LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MKSI | MKS INC. | 3.05% | 10.7K | $4.7M | -42.36%(-7.83K) | $105.59(+194.28%) | 2026-06-30 | |
| COLB | COLUMBIA BKG SYS INC | 2.95% | 143.1K | $4.6M | +0.00%(+0) | $26.34(+24.13%) | 2026-06-30 | |
| ATI | ATI INC | 2.87% | 22.6K | $4.5M | -12.72%(-3.30K) | $90.37(+152.82%) | 2026-06-30 | |
| CUZ | COUSINS PPTYS INC | 2.8% | 145.0K | $4.3M | +17.58%(+21.69K) | $29.39(+1.06%) | 2026-06-30 | |
| BRKR | BRUKER CORP | 2.75% | 70.9K | $4.3M | +26.37%(+14.80K) | $56.13(+2.79%) | 2026-06-30 | |
| FHN | FIRST HORIZON CORPORATION | 2.63% | 159.3K | $4.1M | -6.81%(-11.64K) | $18.60(+40.99%) | 2026-06-30 | |
| CON | CONCENTRA GROUP HOLDINGS PAR | 2.61% | 136.2K | $4.1M | +0.00%(+0) | $20.72(+70.98%) | 2026-06-30 | |
| LYTS | LSI INDS INC OHIO | 2.43% | 142.2K | $3.8M | -0.97%(-1.40K) | $17.76(+39.94%) | 2026-06-30 | |
| SARO | STANDARDAERO INC | 2.34% | 121.4K | $3.6M | +24.46%(+23.86K) | $27.99(-0.33%) | 2026-06-30 | |
| OSK | OSHKOSH CORP | 2.29% | 23.2K | $3.6M | +0.00%(+0) | $97.64(+56.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +51.44% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.95% |
Expect Equity LLC reports $155.39M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are MKSI (3.0%), COLB (3.0%) and ATI (2.9%). The top 20 holdings account for 47.25% of reported assets. Its disclosed equity book has returned +51.44% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Expect Equity LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2007407). View Expect Equity LLC’s 13F filings on SEC