Leeward Investments, LLC - MA Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$1.9B
Holdings
141
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (141 positions)
| Stock | Value |
|---|---|
LITELUMENTUM HLDGS INC | $49.1M |
EHCENCOMPASS HEALTH CORP | $43.1M |
FT2FIRST HORIZON CORPORATION | $37.6M |
CLHCLEAN HARBORS INC | $35.5M |
PNFPPINNACLE FINL PARTNERS INC | $31.5M |
ADCAGREE RLTY CORP | $31.1M |
WF2WINTRUST FINL CORP | $29.3M |
RRXREGAL REXNORD CORPORATION | $26.9M |
PRPERMIAN RESOURCES CORP | $26.8M |
GTESGATES INDL CORP PLC | $26.4M |
STWDSTARWOOD PPTY TR INC | $25.7M |
PBVPRESTIGE CONSMR HEALTHCARE I | $25.7M |
HURNHURON CONSULTING GROUP INC | $24.1M |
NMRKNEWMARK GROUP INC | $22.5M |
NPOENPRO INC | $21.8M |
COLBCOLUMBIA BKG SYS INC | $21.7M |
IWNISHARES TR | $20.8M |
VVVVALVOLINE INC | $20.7M |
INGRINGREDION INC | $20.4M |
ON1OLD NATL BANCORP IND | $20.4M |
CA8ACACI INTL INC | $20.2M |
IDAIDACORP INC | $19.9M |
VMIVALMONT INDS INC | $19.8M |
FIBKFIRST INTST BANCSYSTEM INC | $19.2M |
ASBASSOCIATED BANC CORP | $18.7M |
VOYAVOYA FINANCIAL INC | $18.1M |
KEYSKEYSIGHT TECHNOLOGIES INC | $17.7M |
SXISTANDEX INTL CORP | $17.7M |
INDBINDEPENDENT BK CORP MASS | $17.7M |
ITTITT INC | $17.7M |
SLABSILICON LABORATORIES INC | $17.4M |
NBHCNATIONAL BK HLDGS CORP | $17.0M |
STAGSTAG INDL INC | $16.8M |
MTGMGIC INVT CORP WIS | $16.6M |
THGHANOVER INS GROUP INC | $16.5M |
APY1EURCHAMPIONX CORPORATION | $16.3M |
PFGCPERFORMANCE FOOD GROUP CO | $16.3M |
HLITHARMONIC INC | $16.0M |
IBPINSTALLED BLDG PRODS INC | $15.9M |
ALSALLSTATE CORP | $15.8M |
HXLHEXCEL CORP NEW | $15.7M |
KFYKORN FERRY | $15.7M |
RGAREINSURANCE GRP OF AMERICA I | $15.4M |
CBTCABOT CORP | $15.3M |
VIAVVIAVI SOLUTIONS INC | $14.7M |
DORMDORMAN PRODS INC | $14.7M |
AERAERCAP HOLDINGS NV | $14.6M |
WCCWESCO INTL INC | $14.5M |
VLYVALLEY NATL BANCORP | $14.5M |
GNTXGENTEX CORP | $14.0M |
CDPCOPT DEFENSE PROPERTIES | $13.8M |
EXLSEXLSERVICE HOLDINGS INC | $13.7M |
PTCPTC INC | $13.5M |
NSANATIONAL STORAGE AFFILIATES | $13.3M |
MUSAMURPHY USA INC | $13.2M |
LHLABCORP HOLDINGS INC | $13.0M |
AIGAMERICAN INTL GROUP INC | $13.0M |
WHDCACTUS INC | $12.2M |
FAFFIRST AMERN FINL CORP | $12.2M |
WTWWILLIS TOWERS WATSON PLC LTD | $12.1M |
OPCHOPTION CARE HEALTH INC | $12.1M |
ABGCENCORA INC | $11.9M |
SLGNSILGAN HLDGS INC | $11.7M |
WBSWEBSTER FINL CORP | $11.7M |
DTEDTE ENERGY CO | $11.5M |
WABWABTEC | $11.2M |
NMIHNMI HLDGS INC | $11.1M |
EVREVERCORE INC | $11.1M |
TSNTYSON FOODS INC | $11.0M |
WECWEC ENERGY GROUP INC | $11.0M |
HOLXHOLOGIC INC | $10.6M |
GGENPACT LIMITED | $10.5M |
NINISOURCE INC | $10.5M |
EPACENERPAC TOOL GROUP CORP | $10.4M |
UVSPUNIVEST FINANCIAL CORPORATIO | $10.4M |
HASHASBRO INC | $10.4M |
ARMKARAMARK | $10.1M |
LKQ1LKQ CORP | $10.1M |
PHPARKER-HANNIFIN CORP | $10.1M |
MAAMID-AMER APT CMNTYS INC | $10.0M |
NVSTENVISTA HOLDINGS CORPORATION | $10.0M |
PORPORTLAND GEN ELEC CO | $10.0M |
ALLYALLY FINL INC | $10.0M |
EVRGEVERGY INC | $9.9M |
AXTAAXALTA COATING SYS LTD | $9.9M |
XELXCEL ENERGY INC | $9.8M |
GPIGROUP 1 AUTOMOTIVE INC | $9.6M |
ETRENTERGY CORP NEW | $9.6M |
EPAMEPAM SYS INC | $9.5M |
CNPCENTERPOINT ENERGY INC | $9.4M |
CHCOCITY HLDG CO | $9.3M |
GMEDGLOBUS MED INC | $9.2M |
AKAMAKAMAI TECHNOLOGIES INC | $9.2M |
ADUSADDUS HOMECARE CORP | $9.2M |
QRVOQORVO INC | $9.1M |
A4SAMERIPRISE FINL INC | $9.0M |
EXPEAGLE MATLS INC | $8.9M |
DOVDOVER CORP | $8.9M |
BDCBELDEN INC | $8.8M |
ZBHZIMMER BIOMET HOLDINGS INC | $8.8M |
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