Leeward Investments, LLC - MA Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$1.9B
Holdings
143
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (143 positions)
| Stock | Value |
|---|---|
EHCENCOMPASS HEALTH CORP | $43.8M |
FT2FIRST HORIZON CORPORATION | $35.6M |
ADCAGREE RLTY CORP | $35.0M |
PNFPPINNACLE FINL PARTNERS INC | $31.2M |
CLHCLEAN HARBORS INC | $31.1M |
PBVPRESTIGE CONSMR HEALTHCARE I | $30.9M |
HURNHURON CONSULTING GROUP INC | $28.3M |
LITELUMENTUM HLDGS INC | $28.0M |
WF2WINTRUST FINL CORP | $27.6M |
PRPERMIAN RESOURCES CORP | $27.6M |
STWDSTARWOOD PPTY TR INC | $26.2M |
PORPORTLAND GEN ELEC CO | $24.7M |
COLBCOLUMBIA BKG SYS INC | $24.1M |
THGHANOVER INS GROUP INC | $23.7M |
GTESGATES INDL CORP PLC | $22.0M |
RRXREGAL REXNORD CORPORATION | $21.8M |
ON1OLD NATL BANCORP IND | $21.0M |
INGRINGREDION INC | $21.0M |
NMRKNEWMARK GROUP INC | $20.6M |
IWNISHARES TR | $20.6M |
APY1EURCHAMPIONX CORPORATION | $20.1M |
VVVVALVOLINE INC | $19.1M |
NPOENPRO INC | $19.1M |
SXISTANDEX INTL CORP | $18.9M |
INDBINDEPENDENT BK CORP MASS | $18.4M |
STAGSTAG INDL INC | $17.5M |
PFGCPERFORMANCE FOOD GROUP CO | $17.3M |
NSANATIONAL STORAGE AFFILIATES | $17.1M |
VIAVVIAVI SOLUTIONS INC | $17.0M |
FIBKFIRST INTST BANCSYSTEM INC | $16.8M |
HLITHARMONIC INC | $16.8M |
ALSALLSTATE CORP | $16.6M |
CA8ACACI INTL INC | $16.1M |
MUSAMURPHY USA INC | $15.9M |
AXTAAXALTA COATING SYS LTD | $15.8M |
IBPINSTALLED BLDG PRODS INC | $15.8M |
HXLHEXCEL CORP NEW | $15.7M |
VMIVALMONT INDS INC | $15.6M |
RGAREINSURANCE GRP OF AMERICA I | $15.6M |
THSTREEHOUSE FOODS INC | $15.4M |
MTGMGIC INVT CORP WIS | $15.3M |
GNTXGENTEX CORP | $15.3M |
EXLSEXLSERVICE HOLDINGS INC | $15.3M |
CBTCABOT CORP | $15.1M |
VLYVALLEY NATL BANCORP | $15.1M |
ITTITT INC | $15.1M |
KFYKORN FERRY | $15.0M |
DORMDORMAN PRODS INC | $15.0M |
NBHCNATIONAL BK HLDGS CORP | $14.9M |
VOYAVOYA FINANCIAL INC | $14.8M |
ABGCENCORA INC | $14.5M |
CDPCOPT DEFENSE PROPERTIES | $14.2M |
IDAIDACORP INC | $14.1M |
TSNTYSON FOODS INC | $14.0M |
GGENPACT LIMITED | $13.9M |
KEYSKEYSIGHT TECHNOLOGIES INC | $13.9M |
WTWWILLIS TOWERS WATSON PLC LTD | $13.6M |
WECWEC ENERGY GROUP INC | $13.6M |
FAFFIRST AMERN FINL CORP | $13.5M |
OPCHOPTION CARE HEALTH INC | $13.5M |
AIGAMERICAN INTL GROUP INC | $13.4M |
DTEDTE ENERGY CO | $13.1M |
AERAERCAP HOLDINGS NV | $13.1M |
LDOSLEIDOS HOLDINGS INC | $13.0M |
LHLABCORP HOLDINGS INC | $12.7M |
WCCWESCO INTL INC | $12.5M |
ASBASSOCIATED BANC CORP | $12.3M |
EPACENERPAC TOOL GROUP CORP | $12.0M |
GMEDGLOBUS MED INC | $11.9M |
LKQ1LKQ CORP | $11.9M |
MAAMID-AMER APT CMNTYS INC | $11.6M |
SLGNSILGAN HLDGS INC | $11.5M |
CIVICIVITAS RESOURCES INC | $11.4M |
PTCPTC INC | $11.3M |
WHDCACTUS INC | $11.2M |
SLABSILICON LABORATORIES INC | $10.9M |
ZBHZIMMER BIOMET HOLDINGS INC | $10.7M |
NINISOURCE INC | $10.7M |
XELXCEL ENERGY INC | $10.4M |
GPNGLOBAL PMTS INC | $10.3M |
HOLXHOLOGIC INC | $10.3M |
UVSPUNIVEST FINANCIAL CORPORATIO | $10.2M |
EVRGEVERGY INC | $10.2M |
ETRENTERGY CORP NEW | $10.0M |
WABWABTEC | $10.0M |
CTRACOTERRA ENERGY INC | $9.9M |
NMIHNMI HLDGS INC | $9.8M |
AKAMAKAMAI TECHNOLOGIES INC | $9.5M |
CNPCENTERPOINT ENERGY INC | $9.4M |
CHCOCITY HLDG CO | $9.3M |
BKHBLACK HILLS CORP | $9.2M |
ALLYALLY FINL INC | $9.2M |
NVSTENVISTA HOLDINGS CORPORATION | $9.1M |
ESSESSEX PPTY TR INC | $9.0M |
PHPARKER-HANNIFIN CORP | $8.9M |
HASHASBRO INC | $8.8M |
GPIGROUP 1 AUTOMOTIVE INC | $8.8M |
FANGDIAMONDBACK ENERGY INC | $8.8M |
CAKECHEESECAKE FACTORY INC | $8.7M |
DOVDOVER CORP | $8.7M |
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