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 |
|---|---|
QRVOQORVO INC | $11.6B |
CRICARTERS INC | $11.6B |
HASHASBRO INC | $11.5B |
FQIDIGITAL RLTY TR INC | $11.3B |
GTESGATES INDL CORP PLC | $11.2B |
HAINHAIN CELESTIAL GROUP INC | $11.2B |
EVRGEVERGY INC | $11.1B |
CIR2USDCIRCOR INTL INC | $11.0B |
UVSPUNIVEST FINANCIAL CORPORATIO | $10.6B |
MTGMGIC INVT CORP WIS | $10.3B |
VLOVALERO ENERGY CORP | $10.1B |
CBTCABOT CORP | $9.9B |
URBNURBAN OUTFITTERS INC | $9.9B |
SLGNSILGAN HLDGS INC | $9.5B |
SRSPIRE INC | $9.5B |
AEOAMERICAN EAGLE OUTFITTERS IN | $9.5B |
NUVAGBPNUVASIVE INC | $9.3B |
ESSESSEX PPTY TR INC | $9.2B |
IFFINTERNATIONAL FLAVORS&FRAGRA | $9.1B |
LDOSLEIDOS HOLDINGS INC | $9.0B |
CHCOCITY HLDG CO | $8.9B |
CAKECHEESECAKE FACTORY INC | $8.9B |
MGPIMGP INGREDIENTS INC NEW | $8.9B |
FT2FIRST HORIZON CORPORATION | $8.8B |
EPACENERPAC TOOL GROUP CORP | $8.4B |
WBSWEBSTER FINL CORP | $8.2B |
IOSPINNOSPEC INC | $7.9B |
GTGOODYEAR TIRE & RUBR CO | $7.8B |
NMIHNMI HLDGS INC | $7.5B |
HSTHOST HOTELS & RESORTS INC | $7.4B |
MTSIMACOM TECH SOLUTIONS HLDGS I | $7.3B |
OXMOXFORD INDS INC | $7.2B |
TGNATEGNA INC | $7.1B |
IWSISHARES TR | $6.4B |
NBHCNATIONAL BK HLDGS CORP | $6.3B |
HIIHUNTINGTON INGALLS INDS INC | $6.2B |
YETIYETI HLDGS INC | $5.5B |
SMGSCOTTS MIRACLE-GRO CO | $4.6B |
IWNISHARES TR | $3.7B |
NVRIHARSCO CORP | $3.5B |
HIHILLENBRAND INC | $503.2M |
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