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JHWEPV

J.H. Whitney Equity Partners VII Portfolio holdings

AUM $233M
1-Year Est. Return 18.82%
This Fund
S&P 500
This Quarter Est. Return
-7.73%
1 Year Est. Return
+18.82%
3 Year Est. Return
+519.23%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$360M
AUM Growth
–
Cap. Flow
+$354M
Cap. Flow %
98.19%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AVAH icon
Aveanna Healthcare
AVAH
+$354M

Top Sells

No sells this quarter

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
$2.04B
$360M 100%
+48,655,882
New +$354M

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J.H. Whitney Equity Partners VII's Q4 2021 Portfolio in Review

Q4 2021 is the first quarter with a 13F filing on record for J.H. Whitney Equity Partners VII, which disclosed 1 position worth $360M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Aveanna Healthcare: 48,655,882 shares worth $360M.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets.

  • J.H. Whitney Equity Partners VII's largest Q4 2021 buy was Aveanna Healthcare: 48,655,882 shares worth $360M.
  • J.H. Whitney Equity Partners VII's ten largest holdings make up 100% of its $360M portfolio in Q4 2021.
  • J.H. Whitney Equity Partners VII disclosed 1 position in Q4 2021, its first 13F filing on record.

Based on J.H. Whitney Equity Partners VII's 13F filing for Q4 2021, filed 14 Feb 2022.