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 |
|---|---|
NGVTINGEVITY CORP | $10.0M |
WHDCACTUS INC | $9.9M |
IOSPINNOSPEC INC | $9.8M |
COLMCOLUMBIA SPORTSWEAR CO | $9.8M |
PHPARKER-HANNIFIN CORP | $9.7M |
MZTILANCASTER COLONY CORP | $9.7M |
AMEDAMEDISYS INC | $9.4M |
GTESGATES INDL CORP PLC | $9.4M |
SLGNSILGAN HOLDINGS INC | $9.2M |
WBSWEBSTER FINL CORP | $9.1M |
CBTCABOT CORP | $8.9M |
AERAERCAP HOLDINGS NV | $8.8M |
HTGCHERCULES CAPITAL INC | $8.8M |
CDPCORPORATE OFFICE PPTYS TR | $8.7M |
NMIHNMI HLDGS INC | $8.7M |
ABGAMERISOURCEBERGEN CORP | $8.6M |
OXMOXFORD INDS INC | $8.5M |
AEOAMERICAN EAGLE OUTFITTERS IN | $8.5M |
FQIDIGITAL RLTY TR INC | $8.2M |
CRLCHARLES RIV LABS INTL INC | $8.1M |
GTGOODYEAR TIRE & RUBR CO | $8.1M |
BXPBOSTON PROPERTIES INC | $7.8M |
LXPUSDLXP INDUSTRIAL TRUST | $7.7M |
KELYAKELLY SVCS INC | $7.5M |
SHOOMADDEN STEVEN LTD | $7.5M |
HSTHOST HOTELS & RESORTS INC | $7.3M |
PFGCPERFORMANCE FOOD GROUP CO | $7.2M |
URBNURBAN OUTFITTERS INC | $7.2M |
MTSIMACOM TECH SOLUTIONS HLDGS I | $7.1M |
DYT1DYNEX CAP INC | $6.9M |
EPACENERPAC TOOL GROUP CORP | $6.8M |
HIIHUNTINGTON INGALLS INDS INC | $6.7M |
HIGHARTFORD FINL SVCS GROUP INC | $6.6M |
YETIYETI HLDGS INC | $6.4M |
HIHILLENBRAND INC | $6.3M |
CIR2USDCIRCOR INTL INC | $6.2M |
SMGSCOTTS MIRACLE-GRO CO | $5.4M |
NVRIHARSCO CORP | $4.0M |
IWNISHARES TR | $3.6M |
WTTRSELECT ENERGY SVCS INC | $2.8M |
IWSISHARES TR | $1.0M |
IWMISHARES TR | $723K |
AZOAUTOZONE INC | $10K |
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