J.H. Whitney Equity Partners VII, LLC logo

J.H. Whitney Equity Partners VII, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for J.H. Whitney Equity Partners VII, LLC with $406.6M in long positions as of Q3 2025, 100% allocated to Healthcare, and 100% concentrated in top 10 positions.

Portfolio Value
$406.6M
Top 10 Concentration
100%
Top Sector
Healthcare (100%)
US Exposure
100%
Market Cap Focus
Small Cap
Countries
1

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Healthcare: 100.00%Healthcare
Healthcare
100.00%

Industry Breakdown

1 industry across all sectors

Medical - Care Facilities: 100.00%Medical - Care Facilities
Medical - Care Facilities
Healthcare
100.00%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Small Cap ($300M - $2B): 100.00%Small Cap ($300M - $2B)
Small Cap ($300M - $2B)
100.00%

Portfolio Concentration

Top 10 Holdings %
100.0%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
100.0%
International
-
Countries
1
United States of America
100.00% ($406.6M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
15 quarters
Avg. Top 20
15 quarters
Avg. All Positions
15 quarters
Median Holding Period
15 quarters
Persistence Rate
100.0%
Persistent Holdings Weight
100.0%
Persistent Positions
1
Longest Held
Aveanna Healthcare Holdings Inc. Common Stock logo
Aveanna Healthcare Holdings Inc. Common StockAVAH - 15 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.000%
Avg. Position Weight
100.00%
Largest Position
Aveanna Healthcare Holdings Inc. Common Stock logo
Aveanna Healthcare Holdings Inc. Common StockAVAH - 100.00%
Largest Ownership Stake
Aveanna Healthcare Holdings Inc. Common Stock logo
Aveanna Healthcare Holdings Inc. Common StockAVAH - 21.94%
Avg. Ownership Stake
21.94%
Ownership Stake >5%
1
Ownership Stake >1%
1

Historical (Since Q1 2023)

Avg. New Position
0.000%
Avg. Ownership Stake
24.23%
Largest Position
Aveanna Healthcare Holdings Inc. Common Stock logo
Aveanna Healthcare Holdings Inc. Common StockAVAH - 100.00% (Q3 2025)
Largest Ownership Stake
Aveanna Healthcare Holdings Inc. Common Stock logo
Aveanna Healthcare Holdings Inc. Common StockAVAH - 26.18% (Q1 2023)

Portfolio Turnover

Current Quarter

Turnover Ratio
0.1%
Value Traded
$363.15K
Positions Added
0
Positions Exited
0

Historical (Since Q1 2023)

Avg. Turnover Ratio
0.3%
Avg. Positions Added
0
Avg. Positions Exited
0
Highest Turnover
2.8%
Q2 2025

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