Institutions / Leeward Investments, LLC - MA
Leeward Investments, LLC - MA
CIK 1923173 · Institution · as of Dec 31, 2025
Portfolio value
$1.98B
Positions
141
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 141 →
| Company | Value | % of portfolio |
|---|---|---|
| Lumentum Hldgs Inc | $42.12M | 2.1% |
| First Horizon Corp | $39.97M | 2.0% |
| Encompass Health Corp | $35.45M | 1.8% |
| Clean Harbors Inc | $33.99M | 1.7% |
| Regal Rexnord Corp | $32.63M | 1.7% |
| Newmark Group, Inc. | $30.92M | 1.6% |
| Agree Realty Corp | $29.16M | 1.5% |
| Huron Consulting Group Inc. | $29.10M | 1.5% |
| Viavi Solutions Inc. | $28.60M | 1.4% |
| Permian Resources Corp | $28.02M | 1.4% |
| Hexcel Corp /De | $26.76M | 1.4% |
| Columbia Banking System, Inc. | $25.29M | 1.3% |
| Axalta Coating Systems Ltd | $24.51M | 1.2% |
| Wintrust Financial Corp | $24.09M | 1.2% |
| Gates Industrial Corp PLC | $23.99M | 1.2% |
| Prestige Consumer Healthcare Inc | $23.89M | 1.2% |
| Enpro Inc | $23.75M | 1.2% |
| Standex International CORP/DE | $23.61M | 1.2% |
| Valmont Industries Inc | $23.50M | 1.2% |
| First Interstate Bancsystem Inc | $22.47M | 1.1% |
| Valley National Bancorp | $22.33M | 1.1% |
| Installed Building Products, Inc. | $22.22M | 1.1% |
| Starwood Property Trust, Inc. | $21.85M | 1.1% |
| Caci International Inc /De | $21.45M | 1.1% |
| IDACORP Inc | $21.19M | 1.1% |
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.