CIK 1923173
Leeward Investments, LLC - MA
Institutional 13F holdings & portfolio
Holdings
141
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 141
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 114K | $1M+ | SH |
| FHN | FIRST HORIZON CORPORATION | 1.7M | $1M+ | SH |
| EHC | ENCOMPASS HEALTH CORP | 334K | $1M+ | SH |
| CLH | CLEAN HARBORS INC | 145K | $1M+ | SH |
| RRX | REGAL REXNORD CORPORATION | 233K | $1M+ | SH |
| NMRK | NEWMARK GROUP INC | 1.8M | $1M+ | SH |
| ADC | AGREE RLTY CORP | 405K | $1M+ | SH |
| HURN | HURON CONSULTING GROUP INC | 168K | $1M+ | SH |
| VIAV | VIAVI SOLUTIONS INC | 1.6M | $1M+ | SH |
| PR | PERMIAN RESOURCES CORP | 2.0M | $1M+ | SH |
| HXL | HEXCEL CORP NEW | 362K | $1M+ | SH |
| COLB | COLUMBIA BKG SYS INC | 905K | $1M+ | SH |
| AXTA | AXALTA COATING SYS LTD | 759K | $1M+ | SH |
| WTFC | WINTRUST FINL CORP | 172K | $1M+ | SH |
| GTES | GATES INDL CORP PLC | 1.1M | $1M+ | SH |
| PBH | PRESTIGE CONSMR HEALTHCARE I | 387K | $1M+ | SH |
| NPO | ENPRO INC | 111K | $1M+ | SH |
| SXI | STANDEX INTL CORP | 109K | $1M+ | SH |
| VMI | VALMONT INDS INC | 58K | $1M+ | SH |
| FIBK | FIRST INTST BANCSYSTEM INC | 649K | $1M+ | SH |
| VLY | VALLEY NATL BANCORP | 1.9M | $1M+ | SH |
| IBP | INSTALLED BLDG PRODS INC | 86K | $1M+ | SH |
| STWD | STARWOOD PPTY TR INC | 1.2M | $1M+ | SH |
| CACI | CACI INTL INC | 40K | $1M+ | SH |
| IDA | IDACORP INC | 167K | $1M+ | SH |
| ONB | OLD NATL BANCORP IND | 930K | $1M+ | SH |
| FBK | FB FINL CORP | 370K | $1M+ | SH |
| NBHC | NATIONAL BK HLDGS CORP | 534K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 99K | $1M+ | SH |
| INDB | INDEPENDENT BK CORP MASS | 273K | $1M+ | SH |
| ASB | ASSOCIATED BANC CORP | 745K | $1M+ | SH |
| ITT | ITT INC | 108K | $1M+ | SH |
| VOYA | VOYA FINANCIAL INC | 248K | $1M+ | SH |
| WCC | WESCO INTL INC | 71K | $1M+ | SH |
| THG | HANOVER INS GROUP INC | 95K | $1M+ | SH |
| VVV | VALVOLINE INC | 594K | $1M+ | SH |
| HLIT | HARMONIC INC | 1.7M | $1M+ | SH |
| MTG | MGIC INVT CORP WIS | 579K | $1M+ | SH |
| STAG | STAG INDL INC | 450K | $1M+ | SH |
| SLAB | SILICON LABORATORIES INC | 127K | $1M+ | SH |
| CDP | COPT DEFENSE PROPERTIES | 592K | $1M+ | SH |
| PFGC | PERFORMANCE FOOD GROUP CO | 180K | $1M+ | SH |
| INGR | INGREDION INC | 143K | $1M+ | SH |
| OPCH | OPTION CARE HEALTH INC | 488K | $1M+ | SH |
| GNTX | GENTEX CORP | 656K | $1M+ | SH |
| CBT | CABOT CORP | 230K | $1M+ | SH |
| BDC | BELDEN INC | 130K | $1M+ | SH |
| GMED | GLOBUS MED INC | 173K | $1M+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 232K | $1M+ | SH |
| COHU | COHU INC | 621K | $1M+ | SH |