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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
-7.89%
1 Year Est. Return
+18.82%
3 Year Est. Return
+519.23%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$296M
AUM Growth
-$111M
Cap. Flow
-$86.7M
Cap. Flow %
-29.28%
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
+$86.7M

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
$2.11B
$296M 100%
36,242,631
-9,597,968
-21% -$86.7M

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J.H. Whitney Equity Partners VII's Q4 2025 Portfolio in Review

As of Q4 2025, J.H. Whitney Equity Partners VII held 1 position worth $296M, down 27% from $407M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

J.H. Whitney Equity Partners VII withdrew a net $86.7M in Q4 2025, reducing 1 holding. Its largest reduction was Aveanna Healthcare, cutting an estimated $86.7M.

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 Q4 2025 reduction was Aveanna Healthcare, cutting an estimated $86.7M.
  • J.H. Whitney Equity Partners VII's ten largest holdings make up 100% of its $296M portfolio in Q4 2025.
  • J.H. Whitney Equity Partners VII opened 0 new positions and closed 0 in Q4 2025.
  • J.H. Whitney Equity Partners VII's portfolio value fell 27% quarter-over-quarter to $296M.

Based on J.H. Whitney Equity Partners VII's 13F filing for Q4 2025, filed 11 Feb 2026.