Leeward Investments, LLC - MA Q2 2023 Filing
Filed July 27, 2023
Portfolio Value
$2.1T
Holdings
142
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (142 positions)
| Stock | Value |
|---|---|
CLHCLEAN HARBORS INC | $45.6M |
EHCENCOMPASS HEALTH CORP | $39.9M |
RRXREGAL REXNORD CORPORATION | $38.9M |
LTHM1EURLIVENT CORP | $36.6M |
THSTREEHOUSE FOODS INC | $36.6M |
INGRINGREDION INC | $36.1M |
HURNHURON CONSULTING GROUP INC | $32.6M |
AXTAAXALTA COATING SYS LTD | $29.9M |
APY1EURCHAMPIONX CORPORATION | $29.5M |
MUSAMURPHY USA INC | $27.8M |
HXLHEXCEL CORP NEW | $27.5M |
VVVVALVOLINE INC | $26.6M |
PBVPRESTIGE CONSMR HEALTHCARE I | $25.8M |
PRIPRIMERICA INC | $24.8M |
PORPORTLAND GEN ELEC CO | $23.6M |
NVSTENVISTA HOLDINGS CORPORATION | $23.0M |
EMEEMCOR GROUP INC | $21.6M |
WF2WINTRUST FINL CORP | $21.5M |
ITTITT INC | $21.2M |
RGAREINSURANCE GRP OF AMERICA I | $21.1M |
PNFPPINNACLE FINL PARTNERS INC | $21.1M |
STAGSTAG INDL INC | $20.8M |
VIAVVIAVI SOLUTIONS INC | $20.8M |
PDCEUSDPDC ENERGY INC | $20.6M |
COLBCOLUMBIA BKG SYS INC | $20.2M |
SXISTANDEX INTL CORP | $20.0M |
DARDARLING INGREDIENTS INC | $20.0M |
HLITHARMONIC INC | $19.7M |
PGRPROGRESSIVE CORP | $19.7M |
NPOENPRO INDS INC | $19.0M |
BWXTBWX TECHNOLOGIES INC | $19.0M |
LKQ1LKQ CORP | $18.4M |
VMIVALMONT INDS INC | $18.3M |
ABGAMERISOURCEBERGEN CORP | $18.3M |
CA8ACACI INTL INC | $18.2M |
SNASNAP ON INC | $18.1M |
AIGAMERICAN INTL GROUP INC | $17.2M |
IARTINTEGRA LIFESCIENCES HLDGS C | $17.1M |
LITELUMENTUM HLDGS INC | $17.1M |
ALSALLSTATE CORP | $16.8M |
ON1OLD NATL BANCORP IND | $16.7M |
CNPCENTERPOINT ENERGY INC | $16.6M |
DOOREURMASONITE INTL CORP | $16.1M |
PXDEURPIONEER NAT RES CO | $16.0M |
ZBHZIMMER BIOMET HOLDINGS INC | $16.0M |
DOVDOVER CORP | $16.0M |
LWLAMB WESTON HLDGS INC | $15.9M |
AMEDAMEDISYS INC | $15.8M |
A4SAMERIPRISE FINL INC | $15.7M |
PFGCPERFORMANCE FOOD GROUP CO | $15.6M |
BWABORGWARNER INC | $15.4M |
BERYEURBERRY GLOBAL GROUP INC | $15.3M |
WABWABTEC | $15.2M |
IDAIDACORP INC | $15.0M |
AERAERCAP HOLDINGS NV | $14.8M |
DTEDTE ENERGY CO | $14.7M |
EXLSEXLSERVICE HOLDINGS INC | $14.7M |
CIMCHIMERA INVT CORP | $14.7M |
GPNGLOBAL PMTS INC | $14.6M |
AZEKAZEK CO INC | $14.6M |
IWNISHARES TR | $14.5M |
WECWEC ENERGY GROUP INC | $14.4M |
CALYTOPGOLF CALLAWAY BRANDS CORP | $14.3M |
NINISOURCE INC | $14.2M |
FAFFIRST AMERN FINL CORP | $14.2M |
CNCCENTENE CORP DEL | $13.9M |
THGHANOVER INS GROUP INC | $13.6M |
KFYKORN FERRY | $13.3M |
TWNKEURHOSTESS BRANDS INC | $13.2M |
AKAMAKAMAI TECHNOLOGIES INC | $13.2M |
HASHASBRO INC | $13.1M |
VLYVALLEY NATL BANCORP | $13.1M |
FIBKFIRST INTST BANCSYSTEM INC | $13.0M |
OI*O-I GLASS INC | $13.0M |
FMCFMC CORP | $12.8M |
CIVICIVITAS RESOURCES INC | $12.8M |
BDCBELDEN INC | $12.8M |
FFIVF5 INC | $12.7M |
WHDCACTUS INC | $12.7M |
ETRENTERGY CORP NEW | $12.6M |
NSANATIONAL STORAGE AFFILIATES | $12.5M |
CASYCASEYS GEN STORES INC | $12.3M |
PTCPTC INC | $12.3M |
FQIDIGITAL RLTY TR INC | $12.3M |
AREALEXANDRIA REAL ESTATE EQ IN | $12.3M |
CTRACOTERRA ENERGY INC | $12.3M |
LHLABORATORY CORP AMER HLDGS | $12.1M |
WCCWESCO INTL INC | $12.0M |
STZCONSTELLATION BRANDS INC | $12.0M |
TSNTYSON FOODS INC | $11.9M |
CDPCORPORATE OFFICE PPTYS TR | $11.8M |
DORMDORMAN PRODS INC | $11.8M |
MTGMGIC INVT CORP WIS | $11.8M |
NGVTINGEVITY CORP | $11.8M |
DLTRDOLLAR TREE INC | $11.7M |
PHPARKER-HANNIFIN CORP | $11.6M |
CIR2USDCIRCOR INTL INC | $11.5M |
URBNURBAN OUTFITTERS INC | $11.5M |
GGENPACT LIMITED | $11.3M |
MZTILANCASTER COLONY CORP | $11.2M |
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