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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
-3.51%
1 Year Est. Return
+18.82%
3 Year Est. Return
+519.23%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$240M
AUM Growth
-$22.8M
Cap. Flow
-$13.2M
Cap. Flow %
-5.5%
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
+$13.2M

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
$240M 100%
45,922,481
-2,598,870
-5% -$13.2M

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J.H. Whitney Equity Partners VII's Q2 2025 Portfolio in Review

As of Q2 2025, J.H. Whitney Equity Partners VII held 1 position worth $240M, down 8.7% from $263M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

J.H. Whitney Equity Partners VII withdrew a net $13.2M in Q2 2025, reducing 1 holding. Its largest reduction was Aveanna Healthcare, cutting an estimated $13.2M.

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 2025 reduction was Aveanna Healthcare, cutting an estimated $13.2M.
  • J.H. Whitney Equity Partners VII's ten largest holdings make up 100% of its $240M portfolio in Q2 2025.
  • J.H. Whitney Equity Partners VII opened 0 new positions and closed 0 in Q2 2025.
  • J.H. Whitney Equity Partners VII's portfolio value fell 8.7% quarter-over-quarter to $240M.

Based on J.H. Whitney Equity Partners VII's 13F filing for Q2 2025, filed 4 Aug 2025.