Leeward Investments, LLC - MA Q2 2024 Filing
Filed July 19, 2024
Portfolio Value
$2.2T
Holdings
145
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (145 positions)
| Stock | Value |
|---|---|
CLHCLEAN HARBORS INC | $53.7B |
EHCENCOMPASS HEALTH CORP | $47.8B |
PRPERMIAN RESOURCES CORP | $37.5B |
FT2FIRST HORIZON CORPORATION | $35.0B |
RRXREGAL REXNORD CORPORATION | $32.4B |
ADCAGREE RLTY CORP | $30.3B |
APY1EURCHAMPIONX CORPORATION | $29.8B |
AXTAAXALTA COATING SYS LTD | $29.3B |
VVVVALVOLINE INC | $29.0B |
INGRINGREDION INC | $28.8B |
PNFPPINNACLE FINL PARTNERS INC | $28.0B |
PBVPRESTIGE CONSMR HEALTHCARE I | $28.0B |
WF2WINTRUST FINL CORP | $27.3B |
GNTXGENTEX CORP | $26.7B |
MUSAMURPHY USA INC | $26.7B |
ITTITT INC | $25.3B |
THSTREEHOUSE FOODS INC | $25.1B |
PORPORTLAND GEN ELEC CO | $23.9B |
EMEEMCOR GROUP INC | $23.6B |
ALSALLSTATE CORP | $23.5B |
HLITHARMONIC INC | $23.3B |
LDOSLEIDOS HOLDINGS INC | $23.2B |
CIVICIVITAS RESOURCES INC | $22.6B |
HURNHURON CONSULTING GROUP INC | $21.9B |
CA8ACACI INTL INC | $21.4B |
SXISTANDEX INTL CORP | $21.3B |
STAGSTAG INDL INC | $19.5B |
NMRKNEWMARK GROUP INC | $19.5B |
GTESGATES INDL CORP PLC | $19.5B |
A4SAMERIPRISE FINL INC | $19.4B |
NPOENPRO INC | $19.4B |
THGHANOVER INS GROUP INC | $19.3B |
ON1OLD NATL BANCORP IND | $19.2B |
LITELUMENTUM HLDGS INC | $19.2B |
COLBCOLUMBIA BKG SYS INC | $18.5B |
LKQ1LKQ CORP | $18.3B |
FIBKFIRST INTST BANCSYSTEM INC | $18.3B |
RGAREINSURANCE GRP OF AMERICA I | $18.0B |
IARTINTEGRA LIFESCIENCES HLDGS C | $17.5B |
WCCWESCO INTL INC | $17.1B |
QRVOQORVO INC | $17.1B |
NSANATIONAL STORAGE AFFILIATES | $17.1B |
TSNTYSON FOODS INC | $17.0B |
KFYKORN FERRY | $16.8B |
HUMHUMANA INC | $16.6B |
AIGAMERICAN INTL GROUP INC | $16.5B |
PFGCPERFORMANCE FOOD GROUP CO | $16.5B |
GMEDGLOBUS MED INC | $16.1B |
AERAERCAP HOLDINGS NV | $16.1B |
ABGCENCORA INC | $16.0B |
CBTCABOT CORP | $15.9B |
ETRENTERGY CORP NEW | $15.6B |
PRIPRIMERICA INC | $15.4B |
MTGMGIC INVT CORP WIS | $15.0B |
PTCPTC INC | $15.0B |
LHLABCORP HOLDINGS INC | $15.0B |
DFSEURDISCOVER FINL SVCS | $14.9B |
HXLHEXCEL CORP NEW | $14.9B |
VMIVALMONT INDS INC | $14.9B |
WHDCACTUS INC | $14.6B |
CDPCOPT DEFENSE PROPERTIES | $14.6B |
NINISOURCE INC | $14.3B |
DTEDTE ENERGY CO | $14.2B |
WTWWILLIS TOWERS WATSON PLC LTD | $14.2B |
RG6ROGERS CORP | $13.9B |
CNPCENTERPOINT ENERGY INC | $13.8B |
GPNGLOBAL PMTS INC | $13.7B |
FANGDIAMONDBACK ENERGY INC | $13.7B |
FMCFMC CORP | $13.6B |
DOVDOVER CORP | $13.4B |
INDBINDEPENDENT BK CORP MASS | $13.3B |
URBNURBAN OUTFITTERS INC | $13.3B |
VLYVALLEY NATL BANCORP | $13.3B |
KEYSKEYSIGHT TECHNOLOGIES INC | $13.2B |
SHOOMADDEN STEVEN LTD | $13.2B |
SNASNAP ON INC | $13.0B |
DORMDORMAN PRODS INC | $12.8B |
IDAIDACORP INC | $12.8B |
AKAMAKAMAI TECHNOLOGIES INC | $12.7B |
FAFFIRST AMERN FINL CORP | $12.5B |
PHPARKER-HANNIFIN CORP | $12.4B |
CTRACOTERRA ENERGY INC | $12.4B |
WECWEC ENERGY GROUP INC | $12.3B |
AREALEXANDRIA REAL ESTATE EQ IN | $12.1B |
IFFINTERNATIONAL FLAVORS&FRAGRA | $12.1B |
OPCHOPTION CARE HEALTH INC | $12.0B |
STZCONSTELLATION BRANDS INC | $12.0B |
HOLXHOLOGIC INC | $11.8B |
WABWABTEC | $11.8B |
LWLAMB WESTON HLDGS INC | $11.7B |
AZEKAZEK CO INC | $11.5B |
EPACENERPAC TOOL GROUP CORP | $11.5B |
EXLSEXLSERVICE HOLDINGS INC | $11.4B |
ZBHZIMMER BIOMET HOLDINGS INC | $11.4B |
—ARCADIUM LITHIUM PLC | $11.4B |
HASHASBRO INC | $11.3B |
FFIVF5 INC | $11.3B |
BWXTBWX TECHNOLOGIES INC | $11.2B |
DARDARLING INGREDIENTS INC | $11.0B |
CIMCHIMERA INVT CORP | $10.8B |
Page 1 of 2Next