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 51–100 of 141
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RGA | REINSURANCE GRP OF AMERICA I | 71K | $1M+ | SH |
| DORM | DORMAN PRODS INC | 117K | $1M+ | SH |
| CIM | CHIMERA INVT CORP | 1.1M | $1M+ | SH |
| GPI | GROUP 1 AUTOMOTIVE INC | 36K | $1M+ | SH |
| KFY | KORN FERRY | 208K | $1M+ | SH |
| NVRI | ENVIRI CORP | 759K | $1M+ | SH |
| XPRO | EXPRO GROUP HOLDINGS NV | 1.0M | $1M+ | SH |
| ROG | ROGERS CORP | 141K | $1M+ | SH |
| AKAM | AKAMAI TECHNOLOGIES INC | 148K | $1M+ | SH |
| EXLS | EXLSERVICE HOLDINGS INC | 302K | $1M+ | SH |
| MUSA | MURPHY USA INC | 32K | $1M+ | SH |
| EVR | EVERCORE INC | 37K | $1M+ | SH |
| PTC | PTC INC | 72K | $1M+ | SH |
| WBS | WEBSTER FINL CORP | 197K | $1M+ | SH |
| A | AGILENT TECHNOLOGIES INC | 91K | $1M+ | SH |
| WHD | CACTUS INC | 269K | $1M+ | SH |
| SLB | SLB LIMITED | 319K | $1M+ | SH |
| COR | CENCORA INC | 36K | $1M+ | SH |
| ADUS | ADDUS HOMECARE CORP | 110K | $1M+ | SH |
| FAF | FIRST AMERN FINL CORP | 193K | $1M+ | SH |
| DTE | DTE ENERGY CO | 92K | $1M+ | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 36K | $1M+ | SH |
| POR | PORTLAND GEN ELEC CO | 239K | $1M+ | SH |
| NSA | NATIONAL STORAGE AFFILIATES | 404K | $1M+ | SH |
| LH | LABCORP HOLDINGS INC | 45K | $1M+ | SH |
| ETR | ENTERGY CORP NEW | 123K | $1M+ | SH |
| EVRG | EVERGY INC | 156K | $1M+ | SH |
| SLGN | SILGAN HLDGS INC | 279K | $1M+ | SH |
| DOV | DOVER CORP | 57K | $1M+ | SH |
| UVSP | UNIVEST FINANCIAL CORPORATIO | 338K | $1M+ | SH |
| SHOO | MADDEN STEVEN LTD | 259K | $1M+ | SH |
| ALLY | ALLY FINL INC | 236K | $1M+ | SH |
| ARMK | ARAMARK | 288K | $1M+ | SH |
| NVST | ENVISTA HOLDINGS CORPORATION | 486K | $1M+ | SH |
| HAS | HASBRO INC | 128K | $1M+ | SH |
| IWN | ISHARES TR | 58K | $1M+ | SH |
| WAB | WABTEC | 49K | $1M+ | SH |
| NMIH | NMI HLDGS INC | 254K | $1M+ | SH |
| G | GENPACT LIMITED | 218K | $1M+ | SH |
| LDOS | LEIDOS HOLDINGS INC | 56K | $1M+ | SH |
| NGVT | INGEVITY CORP | 170K | $1M+ | SH |
| EPAM | EPAM SYS INC | 49K | $1M+ | SH |
| BKH | BLACK HILLS CORP | 142K | $1M+ | SH |
| PKG | PACKAGING CORP AMER | 48K | $1M+ | SH |
| SR | SPIRE INC | 118K | $1M+ | SH |
| EPAC | ENERPAC TOOL GROUP CORP | 249K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 32K | $1M+ | SH |
| MZTI | MARZETTI COMPANY | 56K | $1M+ | SH |
| MAA | MID-AMER APT CMNTYS INC | 67K | $1M+ | SH |
| EXP | EAGLE MATLS INC | 45K | $1M+ | SH |