Expect Equity LLC’s Mama's Creations MAMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.35M	Sell	131,704 -42,130	-24%	-$639K	1.51%	30
2026 Q1	$2.67M	Sell	173,834 -17,189	-9%	-$261K	2.07%	15
2025 Q4	$2.58M	Sell	191,023 -74,567	-28%	-$857K	2.12%	17
2025 Q3	$2.79M	Sell	265,590 -23,186	-8%	-$210K	2.73%	14
2025 Q2	$2.4M	Buy	288,776 +5,552	+2%	+$40K	2.56%	18
2025 Q1	$1.84M	Buy	283,224 +94,117	+50%	+$649K	2.08%	27
2024 Q4	$1.51M	Buy	+189,107	New	+$1.57M	1.58%	32

Other funds holding MAMA

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

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Expect Equity LLC reduced its Mama's Creations (MAMA) stake by 24% in Q2 2026, selling an estimated $639K and leaving 131,704 shares worth $2.35M. The position accounts for 1.51% of the portfolio, ranked #30.

Expect Equity LLC first reported a position in MAMA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.79M in Q3 2025. 185 funds tracked by Wall St. Rank hold MAMA as of Q2 2026.

Expect Equity LLC held 131,704 shares of Mama's Creations worth $2.35M as of Q2 2026.
Expect Equity LLC sold 42,130 Mama's Creations shares in Q2 2026, an estimated $639K.
Mama's Creations made up 1.51% of Expect Equity LLC's portfolio in Q2 2026, its #30 holding.
Expect Equity LLC first reported a position in Mama's Creations in Q4 2024 and has held it in 7 quarters since.
Expect Equity LLC's Mama's Creations position peaked at $2.79M in Q3 2025.
185 funds tracked by Wall St. Rank held Mama's Creations as of Q2 2026.

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