0000919574-25-003125.txt : 20250515 0000919574-25-003125.hdr.sgml : 20250515 20250515094029 ACCESSION NUMBER: 0000919574-25-003125 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250515 DATE AS OF CHANGE: 20250515 EFFECTIVENESS DATE: 20250515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Expect Equity LLC CENTRAL INDEX KEY: 0002007407 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25179 FILM NUMBER: 25949385 BUSINESS ADDRESS: STREET 1: 1829 REISTERSTOWN RD. STREET 2: SUITE 350 CITY: PIKESVILLE STATE: MD ZIP: 21208 BUSINESS PHONE: 650-283-9988 MAIL ADDRESS: STREET 1: 1829 REISTERSTOWN RD. STREET 2: SUITE 350 CITY: PIKESVILLE STATE: MD ZIP: 21208 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002007407 XXXXXXXX 03-31-2025 03-31-2025 false Expect Equity LLC

1829 Reisterstown Rd. Suite 350 Pikesville MD 21208

13F HOLDINGS REPORT 028-25179 000324496 N Jill R. Seidman 410-627-6071 /s/ Jill R. Seidman Pikesville MD 05-15-2025 0 47 88853514 INFORMATION TABLE 2 infotable.xml ARIS WATER SOLUTIONS INC CLASS A COM 04041L106 585787 18283 SH SOLE 18283 0 0 BEL FUSE INC CL B 077347300 2486175 33211 SH SOLE 33211 0 0 BRIGHTVIEW HLDGS INC COM 10948C107 1247445 97153 SH SOLE 97153 0 0 BRUKER CORP COM 116794108 1789811 42880 SH SOLE 42880 0 0 CACI INTL INC CL A 127190304 1562345 4258 SH SOLE 4258 0 0 CECO ENVIRONMENTAL CORP COM 125141101 2463654 108055 SH SOLE 108055 0 0 CANTALOUPE INC COM 138103106 711338 90386 SH SOLE 90386 0 0 CARTERS INC COM 146229109 1483034 36260 SH SOLE 36260 0 0 CHEFS WHSE INC COM 163086101 1373372 25218 SH SOLE 25218 0 0 CIVITAS RESOURCES INC COM NEW 17888H103 1457704 41780 SH SOLE 41780 0 0 COLUMBIA BKG SYS INC COM 197236102 3169001 127065 SH SOLE 127065 0 0 COMMERCIAL METALS CO COM 201723103 2279565 49545 SH SOLE 49545 0 0 CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102 1152053 53090 SH SOLE 53090 0 0 CORE & MAIN INC CL A 21874C102 2584585 53500 SH SOLE 53500 0 0 COUSINS PPTYS INC COM NEW 222795502 3549765 120331 SH SOLE 120331 0 0 ENERPAC TOOL GROUP CORP CL A COM 292765104 1318794 29398 SH SOLE 29398 0 0 FIRST HORIZON CORPORATION COM 320517105 2788440 143586 SH SOLE 143586 0 0 FLOWSERVE CORP COM 34354P105 2770156 56719 SH SOLE 56719 0 0 GIBRALTAR INDS INC COM 374689107 1891316 32242 SH SOLE 32242 0 0 GRANITE CONSTR INC COM 387328107 802558 10644 SH SOLE 10644 0 0 HAEMONETICS CORP MASS COM 405024100 1156610 18200 SH SOLE 18200 0 0 HAIN CELESTIAL GROUP INC COM 405217100 715601 172434 SH SOLE 172434 0 0 HANOVER INS GROUP INC COM 410867105 2208817 12698 SH SOLE 12698 0 0 HASBRO INC COM 418056107 2772277 45085 SH SOLE 45085 0 0 HILLENBRAND INC COM 431571108 1178394 48815 SH SOLE 48815 0 0 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 2025389 92105 SH SOLE 92105 0 0 KEMPER CORP COM 488401100 2139869 32010 SH SOLE 32010 0 0 LSI INDS INC OHIO COM 50216C108 2326518 136854 SH SOLE 136854 0 0 LAKELAND INDS INC COM 511795106 1867545 91952 SH SOLE 91952 0 0 LAMB WESTON HLDGS INC COM 513272104 2288702 42940 SH SOLE 42940 0 0 LANTHEUS HLDGS INC COM 516544103 2598502 26624 SH SOLE 26624 0 0 LIMBACH HLDGS INC COM 53263P105 2294644 30813 SH SOLE 30813 0 0 MKS INSTRS INC COM 55306N104 2373242 29610 SH SOLE 29610 0 0 MAMAS CREATIONS INC COM 56146T103 1843788 283224 SH SOLE 283224 0 0 MAYVILLE ENGR CO INC COM 578605107 732929 54574 SH SOLE 54574 0 0 MODINE MFG CO COM 607828100 1879224 24485 SH SOLE 24485 0 0 NCR VOYIX CORPORATION COM 62886E108 1613713 165509 SH SOLE 165509 0 0 NOMAD FOODS LTD USD ORD SHS G6564A105 2264859 115260 SH SOLE 115260 0 0 NORTHERN OIL & GAS INC COM 665531307 1838891 60830 SH SOLE 60830 0 0 OPTION CARE HEALTH INC COM NEW 68404L201 2277377 65161 SH SOLE 65161 0 0 OSHKOSH CORP COM 688239201 2572618 27345 SH SOLE 27345 0 0 RADNET INC COM 750491102 588287 11832 SH SOLE 11832 0 0 SYNAPTICS INC COM 87157D109 735201 11538 SH SOLE 11538 0 0 TTM TECHNOLOGIES INC COM 87305R109 2402664 117146 SH SOLE 117146 0 0 VSE CORP COM 918284100 2817965 23485 SH SOLE 23485 0 0 VIEMED HEALTHCARE INC COM 92663R105 1242448 170666 SH SOLE 170666 0 0 WNS HLDGS LTD COM SHS G98196101 2630542 42780 SH SOLE 42780 0 0