Leeward Investments, LLC - MA Q3 2022 Filing
Filed October 24, 2022
Portfolio Value
$2.1M
Holdings
140
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (140 positions)
| Stock | Value |
|---|---|
RRXREGAL REXNORD CORPORATION | $58.7M |
CLHCLEAN HARBORS INC | $45.9M |
WEAWESTERN ALLIANCE BANCORP | $41.9M |
THSTREEHOUSE FOODS INC | $38.6M |
INGRINGREDION INC | $38.3M |
LTHM1EURLIVENT CORP | $34.6M |
EHCENCOMPASS HEALTH CORP | $33.3M |
PNFPPINNACLE FINL PARTNERS INC | $33.0M |
HURNHURON CONSULTING GROUP INC | $31.2M |
FIBKFIRST INTST BANCSYSTEM INC | $30.8M |
PBVPRESTIGE CONSMR HEALTHCARE I | $27.1M |
WF2WINTRUST FINL CORP | $26.2M |
NVSTENVISTA HOLDINGS CORPORATION | $24.3M |
PORPORTLAND GEN ELEC CO | $23.7M |
BKUBANKUNITED INC | $23.7M |
UMPQUSDUMPQUA HLDGS CORP | $23.2M |
PXDEURPIONEER NAT RES CO | $23.2M |
HXLHEXCEL CORP NEW | $22.7M |
VVVVALVOLINE INC | $22.5M |
RGAREINSURANCE GRP OF AMERICA I | $21.1M |
DARDARLING INGREDIENTS INC | $21.0M |
AXTAAXALTA COATING SYS LTD | $21.0M |
PGRPROGRESSIVE CORP | $20.7M |
MUSAMURPHY USA INC | $20.6M |
CNCCENTENE CORP DEL | $20.4M |
APY1EURCHAMPIONX CORPORATION | $20.3M |
NTBBANK OF NT BUTTERFIELD&SON L | $20.1M |
A4SAMERIPRISE FINL INC | $20.1M |
CTRACOTERRA ENERGY INC | $19.7M |
ACGLARCH CAP GROUP LTD | $19.5M |
HLITHARMONIC INC | $19.1M |
VIAVVIAVI SOLUTIONS INC | $18.8M |
TWNKEURHOSTESS BRANDS INC | $18.4M |
VMIVALMONT INDS INC | $18.3M |
FMCFMC CORP | $18.2M |
PDCEUSDPDC ENERGY INC | $18.1M |
STAGSTAG INDL INC | $17.9M |
OI*O-I GLASS INC | $17.8M |
CNPCENTERPOINT ENERGY INC | $17.8M |
CA8ACACI INTL INC | $17.5M |
ITTITT INC | $16.9M |
BWXTBWX TECHNOLOGIES INC | $16.6M |
LKQ1LKQ CORP | $16.4M |
DLTRDOLLAR TREE INC | $16.3M |
WECWEC ENERGY GROUP INC | $16.2M |
NSANATIONAL STORAGE AFFILIATES | $16.2M |
IDAIDACORP INC | $15.7M |
NATINATIONAL INSTRS CORP | $15.7M |
IARTINTEGRA LIFESCIENCES HLDGS C | $15.7M |
DOVDOVER CORP | $15.6M |
EXLSEXLSERVICE HOLDINGS INC | $15.6M |
TQJSIGNATURE BK NEW YORK N Y | $15.5M |
NPOENPRO INDS INC | $15.4M |
AIMCUSDALTRA INDL MOTION CORP | $15.3M |
CIMCHIMERA INVT CORP | $15.2M |
IWNISHARES TR | $14.8M |
LITELUMENTUM HLDGS INC | $14.7M |
EMEEMCOR GROUP INC | $14.6M |
EVRGEVERGY INC | $14.5M |
LWLAMB WESTON HLDGS INC | $14.5M |
ETRENTERGY CORP NEW | $14.4M |
NINISOURCE INC | $14.4M |
ABGAMERISOURCEBERGEN CORP | $14.2M |
DTEDTE ENERGY CO | $14.2M |
GPNGLOBAL PMTS INC | $14.1M |
AMEDAMEDISYS INC | $13.9M |
FFIVF5 INC | $13.9M |
AREALEXANDRIA REAL ESTATE EQ IN | $13.9M |
STZCONSTELLATION BRANDS INC | $13.9M |
AIGAMERICAN INTL GROUP INC | $13.6M |
KFYKORN FERRY | $13.6M |
BKHBLACK HILLS CORP | $13.4M |
AKAMAKAMAI TECHNOLOGIES INC | $13.0M |
MTGMGIC INVT CORP WIS | $12.9M |
SNASNAP ON INC | $12.7M |
CDPCORPORATE OFFICE PPTYS TR | $12.6M |
LHLABORATORY CORP AMER HLDGS | $12.5M |
PRIPRIMERICA INC | $12.5M |
BDCBELDEN INC | $12.5M |
SXISTANDEX INTL CORP | $12.5M |
WHDCACTUS INC | $12.4M |
WABWABTEC | $12.4M |
BERYEURBERRY GLOBAL GROUP INC | $12.2M |
DOOREURMASONITE INTL CORP | $12.1M |
NGVTINGEVITY CORP | $12.0M |
VLOVALERO ENERGY CORP | $11.7M |
MGPIMGP INGREDIENTS INC NEW | $11.6M |
CASYCASEYS GEN STORES INC | $11.3M |
MZTILANCASTER COLONY CORP | $11.1M |
UVSPUNIVEST FINANCIAL CORPORATIO | $11.0M |
ESSESSEX PPTY TR INC | $11.0M |
CRICARTERS INC | $11.0M |
BWABORGWARNER INC | $10.9M |
ZBHZIMMER BIOMET HOLDINGS INC | $10.5M |
PACWUSDPACWEST BANCORP DEL | $10.5M |
NMRKNEWMARK GROUP INC | $10.5M |
CALYTOPGOLF CALLAWAY BRANDS CORP | $10.4M |
NMIHNMI HLDGS INC | $10.4M |
NUVAGBPNUVASIVE INC | $10.4M |
HASHASBRO INC | $10.3M |
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