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)

StockValue
SPX FLOW INC
$11K
PHPARKER-HANNIFIN CORP
$11K
CASYCASEYS GEN STORES INC
$11K
GTGOODYEAR TIRE & RUBR CO
$11K
DORMDORMAN PRODS INC
$11K
NMIHNMI HLDGS INC
$11K
LDOSLEIDOS HOLDINGS INC
$11K
AERAERCAP HOLDINGS NV
$11K
AEOAMERICAN EAGLE OUTFITTERS IN
$11K
SRSPIRE INC
$11K
SLGNSILGAN HOLDINGS INC
$11K
NGVTINGEVITY CORP
$10K
PTCPTC INC
$10K
CIR2USDCIRCOR INTL INC
$10K
AZOAUTOZONE INC
$10K
URBNURBAN OUTFITTERS INC
$10K
CDPCORPORATE OFFICE PPTYS TR
$10K
CBTCABOT CORP
$10K
NUVAGBPNUVASIVE INC
$10K
IOSPINNOSPEC INC
$10K
MTSIMACOM TECH SOLUTIONS HLDGS I
$10K
ABGAMERISOURCEBERGEN CORP
$9K
SHOOMADDEN STEVEN LTD
$9K
YETIYETI HLDGS INC
$9K
HSTHOST HOTELS & RESORTS INC
$9K
FQIDIGITAL RLTY TR INC
$9K
OXMOXFORD INDS INC
$9K
SMGSCOTTS MIRACLE-GRO CO
$8K
KELYAKELLY SVCS INC
$8K
PFGCPERFORMANCE FOOD GROUP CO
$8K
EPACENERPAC TOOL GROUP CORP
$8K
HIGHARTFORD FINL SVCS GROUP INC
$7K
DYT1DYNEX CAP INC
$7K
NVRIHARSCO CORP
$7K
HIHILLENBRAND INC
$7K
HIIHUNTINGTON INGALLS INDS INC
$6K
ENRENERGIZER HLDGS INC NEW
$5K
WTTRSELECT ENERGY SVCS INC
$4K
IWNISHARES TR
$4K
IWSISHARES TR
$1K
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