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 |
|---|---|
BWXTBWX TECHNOLOGIES INC | $11.4B |
IFFINTERNATIONAL FLAVORS&FRAGRA | $11.4B |
DLTRDOLLAR TREE INC | $11.0B |
EXLSEXLSERVICE HOLDINGS INC | $11.0B |
PGRPROGRESSIVE CORP | $10.8B |
BERYEURBERRY GLOBAL GROUP INC | $10.5B |
QDELQUIDELORTHO CORP | $10.5B |
OI*O-I GLASS INC | $10.3B |
CALYTOPGOLF CALLAWAY BRANDS CORP | $10.3B |
MZTILANCASTER COLONY CORP | $10.2B |
CASYCASEYS GEN STORES INC | $10.2B |
EPACENERPAC TOOL GROUP CORP | $10.1B |
ESSESSEX PPTY TR INC | $10.1B |
HUMHUMANA INC | $10.1B |
GGENPACT LIMITED | $10.0B |
WBSWEBSTER FINL CORP | $9.9B |
RG6ROGERS CORP | $9.6B |
LHXL3HARRIS TECHNOLOGIES INC | $9.6B |
AMEDAMEDISYS INC | $9.5B |
NMIHNMI HLDGS INC | $9.4B |
EVRGEVERGY INC | $9.1B |
BKHBLACK HILLS CORP | $8.8B |
CHCOCITY HLDG CO | $8.8B |
IOSPINNOSPEC INC | $8.6B |
AEOAMERICAN EAGLE OUTFITTERS IN | $8.6B |
UVSPUNIVEST FINANCIAL CORPORATIO | $8.0B |
SLGNSILGAN HLDGS INC | $7.9B |
WABCWESTAMERICA BANCORPORATION | $7.9B |
CAKECHEESECAKE FACTORY INC | $7.9B |
NBHCNATIONAL BK HLDGS CORP | $7.8B |
VLOVALERO ENERGY CORP | $7.7B |
SRSPIRE INC | $7.2B |
BWABORGWARNER INC | $6.9B |
MGPIMGP INGREDIENTS INC NEW | $6.9B |
HSTHOST HOTELS & RESORTS INC | $6.8B |
OXMOXFORD INDS INC | $6.6B |
BDCBELDEN INC | $6.4B |
GTGOODYEAR TIRE & RUBR CO | $6.2B |
TGNATEGNA INC | $5.4B |
AWNADVANCE AUTO PARTS INC | $4.6B |
SMGSCOTTS MIRACLE-GRO CO | $4.6B |
YETIYETI HLDGS INC | $4.6B |
NVRIENVIRI CORP | $4.1B |
IWNISHARES TR | $3.6B |
HAINHAIN CELESTIAL GROUP INC | $3.1B |
IWSISHARES TR | $288.5M |
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