Institutions / Windward Management LP
Windward Management LP
CIK 1880817 · Institution · as of Dec 31, 2025
Portfolio value
$132.07M
Positions
8
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NETGEAR Inc | $35.47M | 26.9% |
| Groupon Inc | $34.12M | 25.8% |
| Turtle Beach Corp | $24.07M | 18.2% |
| Barnes & Noble Education, Inc.BNED | $15.62M | 11.8% |
| Geo Group Inc | $12.85M | 9.7% |
| Jack in the Box Inc | $7.39M | 5.6% |
| Allot Ltd. | $2.13M | 1.6% |
| Vivid Seats Inc.SEAT | $409.5K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.