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 |
|---|---|
COHUCOHU INC | $8.7M |
LHXL3HARRIS TECHNOLOGIES INC | $8.7M |
FANGDIAMONDBACK ENERGY INC | $8.7M |
DARDARLING INGREDIENTS INC | $8.6M |
ESSESSEX PPTY TR INC | $8.6M |
CIVICIVITAS RESOURCES INC | $8.6M |
BALLBALL CORP | $8.6M |
CTRACOTERRA ENERGY INC | $8.5M |
RG6ROGERS CORP | $8.5M |
OI*O-I GLASS INC | $8.3M |
URBNURBAN OUTFITTERS INC | $8.2M |
BKHBLACK HILLS CORP | $8.2M |
LDOSLEIDOS HOLDINGS INC | $7.8M |
SRSPIRE INC | $7.7M |
CASYCASEYS GEN STORES INC | $7.7M |
LWLAMB WESTON HLDGS INC | $7.7M |
MZTILANCASTER COLONY CORP | $7.7M |
NGVTINGEVITY CORP | $7.5M |
FFIVF5 INC | $7.5M |
WABCWESTAMERICA BANCORPORATION | $7.1M |
CAKECHEESECAKE FACTORY INC | $7.0M |
CIMCHIMERA INVT CORP | $7.0M |
XPROEXPRO GROUP HOLDINGS NV | $7.0M |
NVRIENVIRI CORP | $6.8M |
IFFINTERNATIONAL FLAVORS&FRAGRA | $6.8M |
THSTREEHOUSE FOODS INC | $6.6M |
SNASNAP ON INC | $6.6M |
CTOCTO RLTY GROWTH INC NEW | $6.5M |
SHOOMADDEN STEVEN LTD | $6.4M |
IOSPINNOSPEC INC | $6.2M |
COLMCOLUMBIA SPORTSWEAR CO | $6.0M |
QDELQUIDELORTHO CORP | $5.7M |
DLTRDOLLAR TREE INC | $5.7M |
STZCONSTELLATION BRANDS INC | $5.5M |
AREALEXANDRIA REAL ESTATE EQ IN | $5.4M |
HSTHOST HOTELS & RESORTS INC | $5.4M |
BWABORGWARNER INC | $4.6M |
IARTINTEGRA LIFESCIENCES HLDGS C | $4.6M |
HUMHUMANA INC | $3.9M |
YETIYETI HLDGS INC | $3.4M |
MGPIMGP INGREDIENTS INC NEW | $2.2M |
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