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)

StockValue
SRSPIRE INC
$8.6M
IARTINTEGRA LIFESCIENCES HLDGS C
$8.5M
XPROEXPRO GROUP HOLDINGS NV
$8.4M
A4SAMERIPRISE FINL INC
$8.3M
BALLBALL CORP
$8.1M
MZTILANCASTER COLONY CORP
$8.1M
LWLAMB WESTON HLDGS INC
$8.1M
CASYCASEYS GEN STORES INC
$8.0M
EXPEAGLE MATLS INC
$8.0M
QRVOQORVO INC
$7.9M
BDCBELDEN INC
$7.9M
EPAMEPAM SYS INC
$7.8M
WABCWESTAMERICA BANCORPORATION
$7.7M
CTOCTO RLTY GROWTH INC NEW
$7.6M
COLMCOLUMBIA SPORTSWEAR CO
$7.6M
SHOOMADDEN STEVEN LTD
$7.4M
LHXL3HARRIS TECHNOLOGIES INC
$7.4M
IFFINTERNATIONAL FLAVORS&FRAGRA
$7.3M
IOSPINNOSPEC INC
$7.2M
QDELQUIDELORTHO CORP
$7.2M
NGVTINGEVITY CORP
$7.2M
SNASNAP ON INC
$7.2M
WBSWEBSTER FINL CORP
$7.2M
AREALEXANDRIA REAL ESTATE EQ IN
$7.1M
ARMKARAMARK
$7.0M
DARDARLING INGREDIENTS INC
$7.0M
AZEKAZEK CO INC
$7.0M
RG6ROGERS CORP
$7.0M
FFIVF5 INC
$6.8M
CIMCHIMERA INVT CORP
$6.7M
OI*O-I GLASS INC
$6.7M
STZCONSTELLATION BRANDS INC
$6.3M
COHUCOHU INC
$6.3M
URBNURBAN OUTFITTERS INC
$6.2M
NVRIENVIRI CORP
$5.4M
DLTRDOLLAR TREE INC
$4.4M
HUMHUMANA INC
$4.3M
BWABORGWARNER INC
$4.0M
YETIYETI HLDGS INC
$3.7M
HSTHOST HOTELS & RESORTS INC
$3.3M
MGPIMGP INGREDIENTS INC NEW
$2.2M
HAINHAIN CELESTIAL GROUP INC
$1.5M
IWSISHARES TR
$347K
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