Expect Equity LLC

Position in TIC — TIC Solutions, Inc.

CIK 2007407 Pikesville, MD

Position in TIC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,120,287

+$252,530 QoQ

Shares Held

138,478

+5.0% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#55

of 213 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Expect Equity LLC holds $3,952,223 across 3 Specialty Business Services names. TIC ranks #3 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BV	BrightView Holdings, Inc.	116,484	$1,650,578
2	CPRT	Copart Inc	41,907	$1,181,358
3	TIC	TIC Solutions, Inc. This page	138,478	$1,120,287

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,120,287	138,478	+5.0%	Shares	Sole	2026-08-14
2026-03-31	$867,757	131,878	+44.9%	Shares	Sole	2026-05-15
2025-12-31	$920,050	91,004	+37.4%	Shares	Sole	2026-02-17
2025-09-30	$881,361	66,218	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.