Expect Equity LLC

Position in VMD — Viemed Healthcare, Inc.

CIK 2007407 Pikesville, MD

Position in VMD

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

Position Value

$2,425,019

+$549,081 QoQ

Shares Held

212,721

+4.4% QoQ

Ownership

0.558%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

#29

of 163 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Expect Equity LLC holds $13,066,642 across 5 Medical Devices names. VMD ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRKR	Bruker Corp	70,930	$4,268,567
2	HAE	Haemonetics Corp	41,026	$3,076,950
3	VMD	Viemed Healthcare, Inc. This page	212,721	$2,425,019
4	INFU	InfuSystem Holdings, Inc	184,819	$1,783,503
5	NEOG	Neogen Corp	168,254	$1,512,603

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,425,019	212,721	+4.4%	Shares	Sole	2026-08-14
2026-03-31	$1,875,938	203,685	+17.1%	Shares	Sole	2026-08-19
2025-12-31	$1,292,597	173,970	+59.6%	Shares	Sole	2026-08-19
2025-09-30	$740,171	109,009	-20.8%	Shares	Sole	2025-11-14
2025-06-30	$951,320	137,673	-19.3%	Shares	Sole	2025-08-14
2025-03-31	$1,242,448	170,666	0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,368,741	170,666	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.