Leeward Investments, LLC - MA Q1 2024 Filing
Filed April 19, 2024
Portfolio Value
$2.3T
Holdings
146
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (146 positions)
| Stock | Value |
|---|---|
CLHCLEAN HARBORS INC | $48K |
EHCENCOMPASS HEALTH CORP | $45K |
RRXREGAL REXNORD CORPORATION | $44K |
PRPERMIAN RESOURCES CORP | $40K |
FT2FIRST HORIZON CORPORATION | $34K |
APY1EURCHAMPIONX CORPORATION | $32K |
VVVVALVOLINE INC | $30K |
PNFPPINNACLE FINL PARTNERS INC | $29K |
AXTAAXALTA COATING SYS LTD | $29K |
INGRINGREDION INC | $29K |
MUSAMURPHY USA INC | $29K |
GNTXGENTEX CORP | $28K |
PBVPRESTIGE CONSMR HEALTHCARE I | $28K |
WF2WINTRUST FINL CORP | $27K |
ALSALLSTATE CORP | $27K |
THSTREEHOUSE FOODS INC | $26K |
ITTITT INC | $25K |
HLITHARMONIC INC | $25K |
PRIPRIMERICA INC | $25K |
HXLHEXCEL CORP NEW | $25K |
ABGCENCORA INC | $23K |
SXISTANDEX INTL CORP | $23K |
PORPORTLAND GEN ELEC CO | $22K |
LDOSLEIDOS HOLDINGS INC | $22K |
EMEEMCOR GROUP INC | $21K |
NPOENPRO INC | $21K |
A4SAMERIPRISE FINL INC | $21K |
LKQ1LKQ CORP | $21K |
GTESGATES INDL CORP PLC | $21K |
HURNHURON CONSULTING GROUP INC | $20K |
AERAERCAP HOLDINGS NV | $20K |
CIVICIVITAS RESOURCES INC | $20K |
NMRKNEWMARK GROUP INC | $20K |
GPNGLOBAL PMTS INC | $20K |
STAGSTAG INDL INC | $20K |
WCCWESCO INTL INC | $19K |
ON1OLD NATL BANCORP IND | $18K |
AIGAMERICAN INTL GROUP INC | $18K |
CA8ACACI INTL INC | $18K |
QRVOQORVO INC | $18K |
RGAREINSURANCE GRP OF AMERICA I | $18K |
PFGCPERFORMANCE FOOD GROUP CO | $18K |
COLBCOLUMBIA BKG SYS INC | $17K |
FIBKFIRST INTST BANCSYSTEM INC | $17K |
LITELUMENTUM HLDGS INC | $17K |
—LABORATORY CORP AMER HLDGS | $17K |
TSNTYSON FOODS INC | $17K |
THGHANOVER INS GROUP INC | $17K |
PTCPTC INC | $16K |
CNPCENTERPOINT ENERGY INC | $16K |
IARTINTEGRA LIFESCIENCES HLDGS C | $16K |
AKAMAKAMAI TECHNOLOGIES INC | $16K |
KEYSKEYSIGHT TECHNOLOGIES INC | $16K |
DFSEURDISCOVER FINL SVCS | $16K |
WTWWILLIS TOWERS WATSON PLC LTD | $16K |
KFYKORN FERRY | $16K |
SNASNAP ON INC | $15K |
CBTCABOT CORP | $15K |
DTEDTE ENERGY CO | $15K |
WABWABTEC | $15K |
MTGMGIC INVT CORP WIS | $15K |
VIAVVIAVI SOLUTIONS INC | $15K |
DARDARLING INGREDIENTS INC | $15K |
ZBHZIMMER BIOMET HOLDINGS INC | $15K |
NINISOURCE INC | $14K |
—ARCADIUM LITHIUM PLC | $14K |
VLYVALLEY NATL BANCORP | $14K |
PHPARKER-HANNIFIN CORP | $14K |
DOOREURMASONITE INTL CORP | $14K |
FANGDIAMONDBACK ENERGY INC | $14K |
AREALEXANDRIA REAL ESTATE EQ IN | $14K |
DOVDOVER CORP | $14K |
ETRENTERGY CORP NEW | $14K |
NVSTENVISTA HOLDINGS CORPORATION | $14K |
CTRACOTERRA ENERGY INC | $14K |
NGVTINGEVITY CORP | $13K |
WECWEC ENERGY GROUP INC | $13K |
FAFFIRST AMERN FINL CORP | $13K |
CDPCOPT DEFENSE PROPERTIES | $13K |
URBNURBAN OUTFITTERS INC | $13K |
STZCONSTELLATION BRANDS INC | $13K |
WHDCACTUS INC | $13K |
FFIVF5 INC | $13K |
HOLXHOLOGIC INC | $13K |
AZEKAZEK CO INC | $13K |
INDBINDEPENDENT BK CORP MASS | $13K |
DORMDORMAN PRODS INC | $13K |
CIMCHIMERA INVT CORP | $13K |
SHOOMADDEN STEVEN LTD | $13K |
NSANATIONAL STORAGE AFFILIATES | $12K |
FMCFMC CORP | $12K |
CRICARTERS INC | $12K |
SLABSILICON LABORATORIES INC | $12K |
IDAIDACORP INC | $12K |
LWLAMB WESTON HLDGS INC | $12K |
GMEDGLOBUS MED INC | $12K |
DOCHEALTHPEAK PROPERTIES INC | $12K |
VMIVALMONT INDS INC | $12K |
COLMCOLUMBIA SPORTSWEAR CO | $12K |
HASHASBRO INC | $11K |
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