Leeward Investments, LLC - MA
$2.2B 13F equity value
145 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Leeward Investments, LLC - MA covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ROG | ROGERS CORP | 313,859 | $51M | 2.3% |
| RRX | REGAL REXNORD CORPORATION | 213,781 | $51M | 2.3% |
| VIAV | VIAVI SOLUTIONS INC | 1,014,826 | $48M | 2.2% |
| CLH | CLEAN HARBORS INC | 135,566 | $41M | 1.8% |
| NPO | ENPRO INC | 105,620 | $40M | 1.8% |
| COHU | COHU INC | 528,519 | $39M | 1.8% |
| SXI | STANDEX INTL CORP | 104,823 | $37M | 1.7% |
| PR | PERMIAN RESOURCES CORP | 1,874,823 | $35M | 1.6% |
| HXL | HEXCEL CORP NEW | 339,094 | $34M | 1.5% |
| EHC | ENCOMPASS HEALTH CORP | 327,277 | $33M | 1.5% |
Track Leeward Investments, LLC - MA's 13F portfolio: $2.2B in reported holdings, 145 positions. Top holdings and quarterly changes on SentiSense.
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