Expect Equity LLC’s BrightView Holdings BV Stock Holding History

Expect Equity LLC’s Portfolio BV Stock Details BV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65M	Buy	116,484 +16,002	+16%	+$201K	1.06%	50
2026 Q1	$1.18M	Hold	100,482	–	–	0.92%	52
2025 Q4	$1.27M	Hold	100,482	–	–	1.05%	51
2025 Q3	$1.35M	Buy	100,482 +3,329	+3%	+$49.4K	1.32%	36
2025 Q2	$1.62M	Hold	97,153	–	–	1.73%	31
2025 Q1	$1.25M	Buy	97,153 +7,912	+9%	+$113K	1.4%	36
2024 Q4	$1.43M	Buy	+89,241	New	+$1.49M	1.49%	35

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Expect Equity LLC's BV Position: Q2 2026 in Review

Expect Equity LLC increased its BrightView Holdings (BV) stake by 16% in Q2 2026, buying an estimated $201K and bringing the position to 116,484 shares worth $1.65M. The position accounts for 1.06% of the portfolio, ranked #50.

Expect Equity LLC first reported a position in BV in Q4 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold BV as of Q2 2026.

Expect Equity LLC held 116,484 shares of BrightView Holdings worth $1.65M as of Q2 2026.
Expect Equity LLC bought 16,002 BrightView Holdings shares in Q2 2026, an estimated $201K.
BrightView Holdings made up 1.06% of Expect Equity LLC's portfolio in Q2 2026, its #50 holding.
Expect Equity LLC first reported a position in BrightView Holdings in Q4 2024 and has held it in 7 quarters since.
185 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on Expect Equity LLC's 13F filing for Q2 2026, filed 14 Aug 2026.