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 |
|---|---|
ESSESSEX PPTY TR INC | $10.8B |
COLMCOLUMBIA SPORTSWEAR CO | $10.7B |
NVSTENVISTA HOLDINGS CORPORATION | $10.7B |
NMIHNMI HLDGS INC | $10.4B |
CALYTOPGOLF CALLAWAY BRANDS CORP | $10.3B |
VIAVVIAVI SOLUTIONS INC | $10.0B |
SLABSILICON LABORATORIES INC | $9.9B |
MZTILANCASTER COLONY CORP | $9.8B |
BERYEURBERRY GLOBAL GROUP INC | $9.8B |
LHXL3HARRIS TECHNOLOGIES INC | $9.7B |
CASYCASEYS GEN STORES INC | $9.5B |
CHCOCITY HLDG CO | $9.5B |
GGENPACT LIMITED | $9.3B |
ARMKARAMARK | $9.3B |
BKHBLACK HILLS CORP | $9.3B |
UVSPUNIVEST FINANCIAL CORPORATIO | $9.2B |
CAKECHEESECAKE FACTORY INC | $9.1B |
CRICARTERS INC | $9.0B |
NGVTINGEVITY CORP | $8.9B |
NBHCNATIONAL BK HLDGS CORP | $8.9B |
IWNISHARES TR | $8.9B |
EVRGEVERGY INC | $8.7B |
IOSPINNOSPEC INC | $8.7B |
DLTRDOLLAR TREE INC | $8.4B |
WABCWESTAMERICA BANCORPORATION | $8.3B |
WBSWEBSTER FINL CORP | $8.2B |
SRSPIRE INC | $7.5B |
OI*O-I GLASS INC | $7.3B |
SLGNSILGAN HLDGS INC | $7.3B |
AEOAMERICAN EAGLE OUTFITTERS IN | $7.0B |
BDCBELDEN INC | $6.9B |
VLOVALERO ENERGY CORP | $6.8B |
DOCHEALTHPEAK PROPERTIES INC | $6.7B |
QDELQUIDELORTHO CORP | $6.5B |
MGPIMGP INGREDIENTS INC NEW | $6.3B |
OXMOXFORD INDS INC | $6.2B |
BWABORGWARNER INC | $6.1B |
HSTHOST HOTELS & RESORTS INC | $5.7B |
GTGOODYEAR TIRE & RUBR CO | $5.4B |
YETIYETI HLDGS INC | $4.8B |
NVRIENVIRI CORP | $4.1B |
SMGSCOTTS MIRACLE-GRO CO | $3.8B |
AWNADVANCE AUTO PARTS INC | $3.3B |
HAINHAIN CELESTIAL GROUP INC | $2.4B |
IWSISHARES TR | $277.9M |
PreviousPage 2 of 2