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JHWEPV

J.H. Whitney Equity Partners VII Portfolio holdings

AUM $232M
1-Year Est. Return 63.86%
This Fund
S&P 500
This Quarter Est. Return
+33.07%
1 Year Est. Return
+63.86%
3 Year Est. Return
+407.1%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$232M
AUM Growth
-$1.48M
Cap. Flow
-$64.7M
Cap. Flow %
-27.91%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
AVAH icon
Aveanna Healthcare
AVAH
+$64.7M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVAH icon
1
Aveanna Healthcare
AVAH
$2.09B
$232M 100%
27,061,967
-9,180,664
-25% -$64.7M

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J.H. Whitney Equity Partners VII's Q2 2026 Portfolio in Review

As of Q2 2026, J.H. Whitney Equity Partners VII held 1 position worth $232M, down 0.63% from $233M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

J.H. Whitney Equity Partners VII withdrew a net $64.7M in Q2 2026, reducing 1 holding. Its largest reduction was Aveanna Healthcare, cutting an estimated $64.7M.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.

  • J.H. Whitney Equity Partners VII's biggest Q2 2026 reduction was Aveanna Healthcare, cutting an estimated $64.7M.
  • J.H. Whitney Equity Partners VII's ten largest holdings make up 100% of its $232M portfolio in Q2 2026.
  • J.H. Whitney Equity Partners VII opened 0 new positions and closed 0 in Q2 2026.
  • J.H. Whitney Equity Partners VII's portfolio value fell 0.63% quarter-over-quarter to $232M.

Based on J.H. Whitney Equity Partners VII's 13F filing for Q2 2026, filed 3 Aug 2026.