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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
+69.6%
1 Year Est. Return
+18.82%
3 Year Est. Return
+519.23%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$407M
AUM Growth
+$166M
Cap. Flow
-$518K
Cap. Flow %
-0.13%
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
+$518K

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
$407M 100%
45,840,599
-81,882
-0.2% -$518K

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J.H. Whitney Equity Partners VII's Q3 2025 Portfolio in Review

As of Q3 2025, J.H. Whitney Equity Partners VII held 1 position worth $407M, up 69% from $240M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 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 Q3 2025 reduction was Aveanna Healthcare, cutting an estimated $518K.
  • J.H. Whitney Equity Partners VII's ten largest holdings make up 100% of its $407M portfolio in Q3 2025.
  • J.H. Whitney Equity Partners VII opened 0 new positions and closed 0 in Q3 2025.
  • J.H. Whitney Equity Partners VII's portfolio value rose 69% quarter-over-quarter to $407M.

Based on J.H. Whitney Equity Partners VII's 13F filing for Q3 2025, filed 6 Nov 2025.