Leeward Investments, LLC - MA Q1 2022 Filing
Filed May 9, 2022
Portfolio Value
$2.5M
Holdings
140
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (140 positions)
| Stock | Value |
|---|---|
RRXREGAL REXNORD CORPORATION | $68.2M |
CLHCLEAN HARBORS INC | $57.6M |
PNFPPINNACLE FINL PARTNERS INC | $50.8M |
LTHM1EURLIVENT CORP | $49.5M |
WEAWESTERN ALLIANCE BANCORP | $47.3M |
INGRINGREDION INC | $42.8M |
NVSTENVISTA HOLDINGS CORPORATION | $37.4M |
ACCUSDAMERICAN CAMPUS CMNTYS INC | $37.1M |
PORPORTLAND GEN ELEC CO | $35.7M |
NMRKNEWMARK GROUP INC | $34.2M |
MUSAMURPHY USA INC | $33.6M |
CIMCHIMERA INVT CORP | $33.0M |
THSTREEHOUSE FOODS INC | $32.6M |
BKUBANKUNITED INC | $32.0M |
WF2WINTRUST FINL CORP | $31.3M |
PACWUSDPACWEST BANCORP DEL | $31.2M |
CNCCENTENE CORP DEL | $29.9M |
RXTRACKSPACE TECHNOLOGY INC | $29.4M |
PXDEURPIONEER NAT RES CO | $27.2M |
HXLHEXCEL CORP NEW | $27.0M |
UMPQUSDUMPQUA HLDGS CORP | $26.9M |
DARDARLING INGREDIENTS INC | $25.8M |
THGHANOVER INS GROUP INC | $25.4M |
TWNKEURHOSTESS BRANDS INC | $24.8M |
VVVVALVOLINE INC | $24.8M |
AXTAAXALTA COATING SYS LTD | $24.7M |
VIAVVIAVI SOLUTIONS INC | $24.4M |
A4SAMERIPRISE FINL INC | $24.3M |
PDCEUSDPDC ENERGY INC | $23.9M |
TGNATEGNA INC | $23.3M |
NTBBANK OF NT BUTTERFIELD&SON L | $23.3M |
FMCFMC CORP | $23.0M |
TQJSIGNATURE BK NEW YORK N Y | $22.4M |
DLTRDOLLAR TREE INC | $22.2M |
CNPCENTERPOINT ENERGY INC | $21.8M |
FIBKFIRST INTST BANCSYSTEM INC | $21.6M |
WHDCACTUS INC | $21.5M |
ACGLARCH CAP GROUP LTD | $21.1M |
ETRENTERGY CORP NEW | $21.0M |
HPHELMERICH & PAYNE INC | $20.7M |
CTRACOTERRA ENERGY INC | $20.7M |
PGRPROGRESSIVE CORP | $20.6M |
ITTITT INC | $20.3M |
PBVPRESTIGE CONSMR HEALTHCARE I | $20.3M |
NPOENPRO INDS INC | $20.3M |
AREALEXANDRIA REAL ESTATE EQ IN | $20.2M |
KFYKORN FERRY | $19.8M |
AKAMAKAMAI TECHNOLOGIES INC | $19.6M |
IDAIDACORP INC | $19.2M |
RGAREINSURANCE GRP OF AMERICA I | $18.7M |
AIMCUSDALTRA INDL MOTION CORP | $18.5M |
NINISOURCE INC | $18.5M |
RG6ROGERS CORP | $18.5M |
AIGAMERICAN INTL GROUP INC | $18.3M |
DOVDOVER CORP | $18.0M |
WECWEC ENERGY GROUP INC | $17.4M |
EHCENCOMPASS HEALTH CORP | $16.6M |
VLOVALERO ENERGY CORP | $16.6M |
HAINHAIN CELESTIAL GROUP INC | $16.3M |
SXISTANDEX INTL CORP | $16.1M |
LKQ1LKQ CORP | $16.1M |
ESSESSEX PPTY TR INC | $16.0M |
BKHBLACK HILLS CORP | $16.0M |
OI*O-I GLASS INC | $15.9M |
EXLSEXLSERVICE HOLDINGS INC | $15.9M |
FFIVF5 INC | $15.9M |
DOOREURMASONITE INTL CORP | $15.9M |
CRICARTERS INC | $15.9M |
DTEDTE ENERGY CO | $15.5M |
BERYEURBERRY GLOBAL GROUP INC | $15.4M |
LITELUMENTUM HLDGS INC | $15.3M |
EMEEMCOR GROUP INC | $15.0M |
WABWABTEC | $14.9M |
QRVOQORVO INC | $14.8M |
EVRGEVERGY INC | $14.8M |
CA8ACACI INTL INC | $14.5M |
IARTINTEGRA LIFESCIENCES HLDGS C | $14.5M |
HTGCHERCULES CAPITAL INC | $14.4M |
MTGMGIC INVT CORP WIS | $14.3M |
BWXTBWX TECHNOLOGIES INC | $14.3M |
HLITHARMONIC INC | $14.3M |
STZCONSTELLATION BRANDS INC | $14.1M |
HURNHURON CONSULTING GROUP INC | $13.8M |
BWABORGWARNER INC | $13.8M |
GPNGLOBAL PMTS INC | $13.6M |
MGPIMGP INGREDIENTS INC NEW | $13.5M |
GTESGATES INDL CORP PLC | $13.4M |
CALYCALLAWAY GOLF CO | $13.3M |
SNASNAP ON INC | $13.2M |
UVSPUNIVEST FINANCIAL CORPORATIO | $13.2M |
ZBHZIMMER BIOMET HOLDINGS INC | $13.1M |
HASHASBRO INC | $12.7M |
COLMCOLUMBIA SPORTSWEAR CO | $12.4M |
WBSWEBSTER FINL CORP | $12.4M |
CALMCAL MAINE FOODS INC | $12.2M |
BDCBELDEN INC | $12.1M |
APY1EURCHAMPIONX CORPORATION | $11.8M |
LXPUSDLXP INDUSTRIAL TRUST | $11.6M |
LWLAMB WESTON HLDGS INC | $11.4M |
BXPBOSTON PROPERTIES INC | $11.4M |
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