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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
+18.6%
1 Year Est. Return
+63.86%
3 Year Est. Return
+407.1%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$263M
AUM Growth
+$40.6M
Cap. Flow
-$635K
Cap. Flow %
-0.24%
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
+$635K

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
$263M 100%
48,521,351
-134,531
-0.3% -$635K

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J.H. Whitney Equity Partners VII's Q1 2025 Portfolio in Review

As of Q1 2025, J.H. Whitney Equity Partners VII held 1 position worth $263M, up 18% from $222M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 0%. J.H. Whitney Equity Partners VII opened no new positions and made no exits, leaving the 1-position portfolio largely intact.

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 Q1 2025 reduction was Aveanna Healthcare, cutting an estimated $635K.
  • J.H. Whitney Equity Partners VII's ten largest holdings make up 100% of its $263M portfolio in Q1 2025.
  • J.H. Whitney Equity Partners VII opened 0 new positions and closed 0 in Q1 2025.
  • J.H. Whitney Equity Partners VII's portfolio value rose 18% quarter-over-quarter to $263M.

Based on J.H. Whitney Equity Partners VII's 13F filing for Q1 2025, filed 30 Apr 2025.