EdgeMarket › What Leeward Investments, Llc - Ma reported owning
What Leeward Investments, Llc - Ma reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.0BPositions
142Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VIAV VIAVI SOLUTIONS INC. | 47.4M | 2.3% | 1.4M | 38.90 | +268.7% |
| PR Permian Resources Corp | 41.2M | 2.0% | 1.9M | 23.75 | +78.4% |
| RRX REGAL REXNORD CORP | 41.1M | 2.0% | 219.7K | 166.15 | +14.7% |
| CLH CLEAN HARBORS INC | 40.3M | 2.0% | 140.7K | 315.98 | +29.5% |
| EHC Encompass Health Corp | 32.6M | 1.6% | 337.2K | 120.31 | -2.6% |
| ADC AGREE REALTY CORP | 29.6M | 1.5% | 393.1K | 73.88 | -0.0% |
| HXL HEXCEL CORP /DE/ | 28.4M | 1.4% | 351.4K | 93.86 | +54.6% |
| SXI STANDEX INTERNATIONAL CORP/DE/ | 27.2M | 1.3% | 106.5K | 310.28 | +54.7% |
| NPO Enpro Inc. | 26.9M | 1.3% | 107.4K | 312.59 | +40.5% |
| NMRK NEWMARK GROUP, INC. | 26.2M | 1.3% | 1.8M | 16.21 | -5.8% |
| KEYS Keysight Technologies, Inc. | 25.8M | 1.3% | 91.3K | 316.13 | +99.4% |
| SLAB SILICON LABORATORIES INC. | 25.5M | 1.3% | 122.6K | 218.00 | +63.0% |
| GTES Gates Industrial Corp Ltd. | 24.6M | 1.2% | 1.1M | 25.90 | +7.6% |
| LITE Lumentum Holdings Inc. | 24.5M | 1.2% | 34.9K | 866.71 | +647.9% |
| COLB COLUMBIA BANKING SYSTEM, INC. | 24.2M | 1.2% | 880.4K | 30.81 | +20.3% |
| PFGC Performance Food Group Co | 23.6M | 1.2% | 275.1K | 104.98 | +3.8% |
| WTFC WINTRUST FINANCIAL CORP | 23.5M | 1.2% | 168.9K | 152.67 | +18.5% |
| IDA IDACORP INC | 23.3M | 1.1% | 163.0K | 137.20 | +8.3% |
| VMI VALMONT INDUSTRIES INC | 22.9M | 1.1% | 57.4K | 485.83 | +33.4% |
| VLY VALLEY NATIONAL BANCORP | 22.8M | 1.1% | 1.9M | 14.16 | +45.2% |
| PBH Prestige Consumer Healthcare Inc. | 22.3M | 1.1% | 376.8K | 51.31 | -21.1% |
| FHN FIRST HORIZON CORP | 22.3M | 1.1% | 978.9K | 24.63 | +12.9% |
| IBP Installed Building Products, Inc. | 22.1M | 1.1% | 83.4K | 246.81 | -6.3% |
| CACI CACI INTERNATIONAL INC /DE/ | 21.5M | 1.1% | 39.5K | 647.39 | +33.0% |
| HURN Huron Consulting Group Inc. | 21.2M | 1.0% | 165.9K | 161.64 | +19.5% |
| FIBK FIRST INTERSTATE BANCSYSTEM INC | 21.1M | 1.0% | 632.0K | 37.49 | +24.1% |
| VVV VALVOLINE INC | 21.0M | 1.0% | 623.0K | 33.96 | -12.7% |
| AXTA Axalta Coating Systems Ltd. | 20.4M | 1.0% | 736.5K | 36.20 | +17.8% |
| NBHC National Bank Holdings Corp | 20.4M | 1.0% | 519.9K | 41.85 | +11.0% |
| ITT ITT INC. | 20.3M | 1.0% | 106.5K | 208.10 | +25.6% |
| STWD STARWOOD PROPERTY TRUST, INC. | 20.3M | 1.0% | 1.2M | 16.38 | -18.3% |
| INDB INDEPENDENT BANK CORP | 20.0M | 1.0% | 266.1K | 83.73 | +24.5% |
| ONB OLD NATIONAL BANCORP /IN/ | 20.0M | 1.0% | 905.0K | 25.81 | +19.2% |
| COHU COHU INC | 19.8M | 1.0% | 646.1K | 54.37 | +178.4% |
| VOYA Voya Financial, Inc. | 19.8M | 1.0% | 289.5K | 97.76 | +30.4% |
| MUSA Murphy USA Inc. | 19.7M | 1.0% | 39.8K | 569.72 | +44.5% |
| WCC WESCO INTERNATIONAL INC | 18.9M | 0.9% | 69.1K | 349.14 | +66.6% |
| ASB ASSOCIATED BANC-CORP | 18.7M | 0.9% | 724.6K | 30.84 | +21.8% |
| KFY KORN FERRY | 18.7M | 0.9% | 297.1K | 85.06 | +16.4% |
| FBK FB Financial Corp | 18.7M | 0.9% | 359.6K | 58.65 | +16.2% |
| GPI GROUP 1 AUTOMOTIVE INC | 17.9M | 0.9% | 54.2K | 261.85 | -41.4% |
| CDP COPT DEFENSE PROPERTIES | 17.7M | 0.9% | 578.2K | 37.27 | +32.8% |
| XPRO Expro Ltd | 16.9M | 0.8% | 973.5K | 18.22 | +62.2% |
| CBT CABOT CORP | 16.9M | 0.8% | 224.7K | 85.19 | +7.5% |
| AKAM AKAMAI TECHNOLOGIES INC | 16.4M | 0.8% | 143.2K | 110.42 | +45.2% |
| THG HANOVER INSURANCE GROUP, INC. | 16.0M | 0.8% | 92.1K | 223.16 | +28.4% |
| SLB SLB LIMITED/NV | 15.9M | 0.8% | 308.5K | 53.87 | +61.5% |
| STAG STAG Industrial, Inc. | 15.8M | 0.8% | 438.3K | 36.67 | +2.3% |
| BDC BELDEN INC. | 15.8M | 0.8% | 137.4K | 122.46 | -0.7% |
| SFNC SIMMONS FIRST NATIONAL CORP | 15.7M | 0.8% | 809.5K | 23.01 | +14.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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