Leeward Investments, LLC - MA Q2 2022 Filing
Filed July 19, 2022
Portfolio Value
$2.2M
Holdings
143
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (143 positions)
| Stock | Value |
|---|---|
RRXREGAL REXNORD CORPORATION | $51.0M |
WEAWESTERN ALLIANCE BANCORP | $45.6M |
CLHCLEAN HARBORS INC | $44.3M |
INGRINGREDION INC | $42.5M |
THSTREEHOUSE FOODS INC | $38.6M |
MUSAMURPHY USA INC | $38.1M |
LTHM1EURLIVENT CORP | $34.4M |
PBVPRESTIGE CONSMR HEALTHCARE I | $32.7M |
HURNHURON CONSULTING GROUP INC | $31.2M |
CNCCENTENE CORP DEL | $29.9M |
PNFPPINNACLE FINL PARTNERS INC | $29.8M |
FIBKFIRST INTST BANCSYSTEM INC | $29.7M |
NVSTENVISTA HOLDINGS CORPORATION | $29.0M |
PORPORTLAND GEN ELEC CO | $26.9M |
WF2WINTRUST FINL CORP | $26.2M |
CIMCHIMERA INVT CORP | $26.0M |
BKUBANKUNITED INC | $25.1M |
PXDEURPIONEER NAT RES CO | $24.1M |
HXLHEXCEL CORP NEW | $23.3M |
UMPQUSDUMPQUA HLDGS CORP | $23.2M |
VVVVALVOLINE INC | $22.7M |
AXTAAXALTA COATING SYS LTD | $22.3M |
EHCENCOMPASS HEALTH CORP | $22.0M |
APY1EURCHAMPIONX CORPORATION | $20.9M |
PGRPROGRESSIVE CORP | $20.9M |
CNPCENTERPOINT ENERGY INC | $20.8M |
TWNKEURHOSTESS BRANDS INC | $20.1M |
ETRENTERGY CORP NEW | $20.1M |
RGAREINSURANCE GRP OF AMERICA I | $19.9M |
PDCEUSDPDC ENERGY INC | $19.7M |
NTBBANK OF NT BUTTERFIELD&SON L | $19.7M |
ACGLARCH CAP GROUP LTD | $19.6M |
CTRACOTERRA ENERGY INC | $19.6M |
VIAVVIAVI SOLUTIONS INC | $19.5M |
CA8ACACI INTL INC | $19.3M |
A4SAMERIPRISE FINL INC | $19.1M |
PACWUSDPACWEST BANCORP DEL | $18.8M |
FMCFMC CORP | $18.5M |
RXTRACKSPACE TECHNOLOGY INC | $18.5M |
BWXTBWX TECHNOLOGIES INC | $18.5M |
TQJSIGNATURE BK NEW YORK N Y | $18.5M |
ITTITT INC | $17.7M |
WECWEC ENERGY GROUP INC | $17.3M |
LKQ1LKQ CORP | $17.2M |
IDAIDACORP INC | $17.2M |
DLTRDOLLAR TREE INC | $17.1M |
KFYKORN FERRY | $17.1M |
NINISOURCE INC | $17.0M |
NPOENPRO INDS INC | $16.5M |
OI*O-I GLASS INC | $16.4M |
DOVDOVER CORP | $16.4M |
AIMCUSDALTRA INDL MOTION CORP | $16.3M |
NMRKNEWMARK GROUP INC | $16.2M |
EXLSEXLSERVICE HOLDINGS INC | $15.9M |
DARDARLING INGREDIENTS INC | $15.8M |
IARTINTEGRA LIFESCIENCES HLDGS C | $14.9M |
AKAMAKAMAI TECHNOLOGIES INC | $14.9M |
AIGAMERICAN INTL GROUP INC | $14.8M |
DTEDTE ENERGY CO | $14.8M |
BKHBLACK HILLS CORP | $14.7M |
GPNGLOBAL PMTS INC | $14.6M |
AREALEXANDRIA REAL ESTATE EQ IN | $14.5M |
BERYEURBERRY GLOBAL GROUP INC | $14.4M |
STZCONSTELLATION BRANDS INC | $14.2M |
EVRGEVERGY INC | $14.0M |
LWLAMB WESTON HLDGS INC | $13.5M |
TGNATEGNA INC | $13.5M |
ACCUSDAMERICAN CAMPUS CMNTYS INC | $13.4M |
DOOREURMASONITE INTL CORP | $13.3M |
EMEEMCOR GROUP INC | $13.3M |
SXISTANDEX INTL CORP | $13.2M |
HPHELMERICH & PAYNE INC | $13.1M |
MTGMGIC INVT CORP WIS | $13.0M |
HLITHARMONIC INC | $12.9M |
WABWABTEC | $12.6M |
SNASNAP ON INC | $12.6M |
HASHASBRO INC | $12.6M |
DORMDORMAN PRODS INC | $12.4M |
VMIVALMONT INDS INC | $12.2M |
UVSPUNIVEST FINANCIAL CORPORATIO | $12.2M |
LITELUMENTUM HLDGS INC | $12.1M |
ESSESSEX PPTY TR INC | $12.0M |
LHLABORATORY CORP AMER HLDGS | $12.0M |
CRICARTERS INC | $11.9M |
NUVAGBPNUVASIVE INC | $11.9M |
BWABORGWARNER INC | $11.7M |
VLOVALERO ENERGY CORP | $11.7M |
FFIVF5 INC | $11.5M |
BDCBELDEN INC | $11.3M |
CALYCALLAWAY GOLF CO | $11.3M |
THGHANOVER INS GROUP INC | $11.2M |
QRVOQORVO INC | $11.2M |
MGPIMGP INGREDIENTS INC NEW | $11.1M |
HAINHAIN CELESTIAL GROUP INC | $11.0M |
SRSPIRE INC | $10.9M |
ZBHZIMMER BIOMET HOLDINGS INC | $10.7M |
CASYCASEYS GEN STORES INC | $10.4M |
LDOSLEIDOS HOLDINGS INC | $10.2M |
PTCPTC INC | $10.2M |
RG6ROGERS CORP | $10.2M |
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