J.H. Whitney Equity Partners VII, LLC
Long book
$233.4M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
+41.3%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsJ.H. Whitney Equity Partners VII, LLC is a diversified fundamental manager, specialised in healthcare (100% of the long book), running a $233.4M US long book across 1 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: AVEANNA HEALTHCARE HOLDINGS.
Over the last 9 quarters its long book ran on average 16pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+10.8%
Q2 2024
+88.4%
Q3 2024
-12.1%
Q4 2024
+18.6%
Q1 2025
-3.5%
Q2 2025
+69.6%
Q3 2025
-7.9%
Q4 2025
-21.2%
Q1 2026
+41.3%
Sector allocation
Healthcare 100%
Long book by quarter
What does J.H. Whitney own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AVAH AVEANNA HEALTHCARE HOLDINGS | Healthcare | 36.2M | $233.4M | 100.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 7, 2026 | 1 | $233.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 1 | $296.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 1 | $406.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 4, 2025 | 1 | $240.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 1 | $263.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 21, 2025 | 1 | $222.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 4, 2024 | 1 | $253.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 19, 2024 | 1 | $134.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 23, 2024 | 1 | $121.2M | canonical | SEC ↗ |