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 |
|---|---|
CRICARTERS INC | $11.1B |
BKHBLACK HILLS CORP | $11.0B |
SHOOMADDEN STEVEN LTD | $11.0B |
COLMCOLUMBIA SPORTSWEAR CO | $10.9B |
QRVOQORVO INC | $10.9B |
SLGNSILGAN HLDGS INC | $10.7B |
GTESGATES INDL CORP PLC | $10.6B |
QDELQUIDELORTHO CORP | $10.4B |
NMRKNEWMARK GROUP INC | $10.1B |
EVRGEVERGY INC | $10.0B |
INDBINDEPENDENT BK CORP MASS | $9.7B |
ESSESSEX PPTY TR INC | $9.7B |
MGPIMGP INGREDIENTS INC NEW | $9.5B |
—NATIONAL INSTRS CORP | $9.5B |
NUVAGBPNUVASIVE INC | $9.1B |
EPACENERPAC TOOL GROUP CORP | $8.7B |
CHCOCITY HLDG CO | $8.6B |
FT2FIRST HORIZON CORPORATION | $8.5B |
CAKECHEESECAKE FACTORY INC | $8.5B |
NMIHNMI HLDGS INC | $8.5B |
CBTCABOT CORP | $8.4B |
SRSPIRE INC | $8.4B |
AEOAMERICAN EAGLE OUTFITTERS IN | $8.1B |
LDOSLEIDOS HOLDINGS INC | $8.1B |
VLOVALERO ENERGY CORP | $7.9B |
UVSPUNIVEST FINANCIAL CORPORATIO | $7.8B |
HAINHAIN CELESTIAL GROUP INC | $7.8B |
IOSPINNOSPEC INC | $7.6B |
WBSWEBSTER FINL CORP | $7.4B |
IFFINTERNATIONAL FLAVORS&FRAGRA | $7.3B |
HSTHOST HOTELS & RESORTS INC | $7.0B |
GTGOODYEAR TIRE & RUBR CO | $6.9B |
TGNATEGNA INC | $6.6B |
MTSIMACOM TECH SOLUTIONS HLDGS I | $6.5B |
OXMOXFORD INDS INC | $6.5B |
HIIHUNTINGTON INGALLS INDS INC | $6.3B |
IWSISHARES TR | $5.4B |
NBHCNATIONAL BK HLDGS CORP | $5.3B |
YETIYETI HLDGS INC | $5.2B |
NVRIENVIRI CORP | $5.0B |
SMGSCOTTS MIRACLE-GRO CO | $3.8B |
AWNADVANCE AUTO PARTS INC | $3.8B |
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