Leeward Investments, LLC - MA Q1 2023 Filing
Filed April 20, 2023
Portfolio Value
$2.2T
Holdings
141
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (141 positions)
| Stock | Value |
|---|---|
CLHCLEAN HARBORS INC | $48K |
RRXREGAL REXNORD CORPORATION | $39K |
THSTREEHOUSE FOODS INC | $38K |
EHCENCOMPASS HEALTH CORP | $38K |
INGRINGREDION INC | $36K |
VVVVALVOLINE INC | $34K |
LTHM1EURLIVENT CORP | $34K |
HURNHURON CONSULTING GROUP INC | $32K |
NVSTENVISTA HOLDINGS CORPORATION | $29K |
AXTAAXALTA COATING SYS LTD | $29K |
PBVPRESTIGE CONSMR HEALTHCARE I | $28K |
APY1EURCHAMPIONX CORPORATION | $27K |
HXLHEXCEL CORP NEW | $26K |
PORPORTLAND GEN ELEC CO | $25K |
PGRPROGRESSIVE CORP | $23K |
WF2WINTRUST FINL CORP | $22K |
PRIPRIMERICA INC | $22K |
COLBCOLUMBIA BKG SYS INC | $22K |
RGAREINSURANCE GRP OF AMERICA I | $22K |
FIBKFIRST INTST BANCSYSTEM INC | $22K |
PNFPPINNACLE FINL PARTNERS INC | $21K |
DOVDOVER CORP | $21K |
PXDEURPIONEER NAT RES CO | $21K |
ITTITT INC | $21K |
VMIVALMONT INDS INC | $21K |
FMCFMC CORP | $20K |
HLITHARMONIC INC | $20K |
STAGSTAG INDL INC | $20K |
IARTINTEGRA LIFESCIENCES HLDGS C | $20K |
DARDARLING INGREDIENTS INC | $20K |
EMEEMCOR GROUP INC | $20K |
LKQ1LKQ CORP | $19K |
PDCEUSDPDC ENERGY INC | $19K |
LWLAMB WESTON HLDGS INC | $19K |
INDBINDEPENDENT BK CORP MASS | $19K |
CA8ACACI INTL INC | $19K |
MUSAMURPHY USA INC | $18K |
ALSALLSTATE CORP | $18K |
CNPCENTERPOINT ENERGY INC | $18K |
SXISTANDEX INTL CORP | $18K |
ON1OLD NATL BANCORP IND | $18K |
CIMCHIMERA INVT CORP | $17K |
BWXTBWX TECHNOLOGIES INC | $17K |
DLTRDOLLAR TREE INC | $17K |
WECWEC ENERGY GROUP INC | $17K |
BWABORGWARNER INC | $17K |
IDAIDACORP INC | $16K |
ABGAMERISOURCEBERGEN CORP | $16K |
EXLSEXLSERVICE HOLDINGS INC | $16K |
AIGAMERICAN INTL GROUP INC | $16K |
PFGCPERFORMANCE FOOD GROUP CO | $16K |
VIAVVIAVI SOLUTIONS INC | $16K |
LITELUMENTUM HLDGS INC | $16K |
THGHANOVER INS GROUP INC | $16K |
DTEDTE ENERGY CO | $16K |
NINISOURCE INC | $16K |
A4SAMERIPRISE FINL INC | $15K |
NSANATIONAL STORAGE AFFILIATES | $15K |
NPOENPRO INDS INC | $15K |
SNASNAP ON INC | $15K |
ZBHZIMMER BIOMET HOLDINGS INC | $15K |
WABWABTEC | $15K |
BERYEURBERRY GLOBAL GROUP INC | $15K |
ETRENTERGY CORP NEW | $15K |
GGENPACT LIMITED | $15K |
NGVTINGEVITY CORP | $15K |
STZCONSTELLATION BRANDS INC | $15K |
DOOREURMASONITE INTL CORP | $15K |
GPNGLOBAL PMTS INC | $15K |
—NATIONAL INSTRS CORP | $14K |
AREALEXANDRIA REAL ESTATE EQ IN | $14K |
KFYKORN FERRY | $14K |
OI*O-I GLASS INC | $14K |
AERAERCAP HOLDINGS NV | $14K |
FAFFIRST AMERN FINL CORP | $14K |
CNCCENTENE CORP DEL | $14K |
BDCBELDEN INC | $14K |
VLYVALLEY NATL BANCORP | $14K |
COLMCOLUMBIA SPORTSWEAR CO | $14K |
PINCPREMIER INC | $14K |
FFIVF5 INC | $14K |
TWNKEURHOSTESS BRANDS INC | $13K |
DORMDORMAN PRODS INC | $13K |
CALYTOPGOLF CALLAWAY BRANDS CORP | $13K |
CIVICIVITAS RESOURCES INC | $13K |
PHPARKER-HANNIFIN CORP | $13K |
AMEDAMEDISYS INC | $13K |
WHDCACTUS INC | $13K |
CTRACOTERRA ENERGY INC | $13K |
SHOOMADDEN STEVEN LTD | $12K |
AKAMAKAMAI TECHNOLOGIES INC | $12K |
—LABORATORY CORP AMER HLDGS | $12K |
CDPCORPORATE OFFICE PPTYS TR | $12K |
PTCPTC INC | $12K |
TSNTYSON FOODS INC | $12K |
BKHBLACK HILLS CORP | $12K |
NMRKNEWMARK GROUP INC | $12K |
CASYCASEYS GEN STORES INC | $12K |
AZEKAZEK CO INC | $12K |
MZTILANCASTER COLONY CORP | $12K |
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