Expect Equity LLC — 13F holdings

Expect Equity LLC reported 65 holdings worth $155M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MKSI MKS INC. — $4.74M (3.0%)
2. COLB COLUMBIA BKG SYS INC — $4.59M (3.0%)
3. ATI ATI INC — $4.46M (2.9%)
4. CUZ COUSINS PPTYS INC — $4.35M (2.8%)
5. BRKR BRUKER CORP — $4.27M (2.7%)
6. FHN FIRST HORIZON CORPORATION — $4.08M (2.6%)
7. CON CONCENTRA GROUP HOLDINGS PAR — $4.05M (2.6%)
8. LYTS LSI INDS INC OHIO — $3.78M (2.4%)
9. SARO STANDARDAERO INC — $3.63M (2.3%)
10. OSK OSHKOSH CORP — $3.56M (2.3%)