Leeward Investments, LLC - MA
$2.0B Assets Reported
147 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VIAV | VIAVI SOLUTIONS INC | 1,424,272 | $47M | 2.3% |
| PR | PERMIAN RESOURCES CORP | 1,931,383 | $41M | 2.0% |
| RRX | REGAL REXNORD CORPORATION | 219,686 | $41M | 2.0% |
| CLH | CLEAN HARBORS INC | 140,651 | $40M | 2.0% |
| EHC | ENCOMPASS HEALTH CORP | 337,161 | $33M | 1.6% |
| ADC | AGREE RLTY CORP | 393,073 | $30M | 1.5% |
| HXL | HEXCEL CORP NEW | 351,421 | $28M | 1.4% |
| SXI | STANDEX INTL CORP | 106,543 | $27M | 1.3% |
| NPO | ENPRO INC | 107,376 | $27M | 1.3% |
| NMRK | NEWMARK GROUP INC | 1,750,506 | $26M | 1.3% |
Track Leeward Investments, LLC - MA's 13F portfolio: $2.0B in reported holdings, 147 positions. Top holdings, AUM, and quarterly changes on SentiSense.