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 |
|---|---|
PTCPTC INC | $10.0M |
WBSWEBSTER FINL CORP | $9.8M |
PHPARKER-HANNIFIN CORP | $9.5M |
QRVOQORVO INC | $9.3M |
ALSALLSTATE CORP | $9.3M |
DORMDORMAN PRODS INC | $9.1M |
COLMCOLUMBIA SPORTSWEAR CO | $9.1M |
AERAERCAP HOLDINGS NV | $9.0M |
SRSPIRE INC | $9.0M |
PFGCPERFORMANCE FOOD GROUP CO | $8.9M |
LDOSLEIDOS HOLDINGS INC | $8.8M |
CBTCABOT CORP | $8.7M |
AZEKAZEK CO INC | $8.7M |
IOSPINNOSPEC INC | $8.6M |
HPHELMERICH & PAYNE INC | $8.4M |
GTESGATES INDL CORP PLC | $8.3M |
TGNATEGNA INC | $8.1M |
MTSIMACOM TECH SOLUTIONS HLDGS I | $7.8M |
HAINHAIN CELESTIAL GROUP INC | $7.7M |
GTGOODYEAR TIRE & RUBR CO | $7.5M |
URBNURBAN OUTFITTERS INC | $7.4M |
HSTHOST HOTELS & RESORTS INC | $7.3M |
AEOAMERICAN EAGLE OUTFITTERS IN | $7.2M |
IFFINTERNATIONAL FLAVORS&FRAGRA | $6.8M |
HIIHUNTINGTON INGALLS INDS INC | $6.8M |
SLGNSILGAN HOLDINGS INC | $6.7M |
BXPBOSTON PROPERTIES INC | $6.5M |
OXMOXFORD INDS INC | $6.4M |
FQIDIGITAL RLTY TR INC | $6.2M |
EPACENERPAC TOOL GROUP CORP | $6.2M |
CIR2USDCIRCOR INTL INC | $6.1M |
SHOOMADDEN STEVEN LTD | $6.1M |
HIHILLENBRAND INC | $5.6M |
KELYAKELLY SVCS INC | $5.1M |
YETIYETI HLDGS INC | $4.1M |
SMGSCOTTS MIRACLE-GRO CO | $2.9M |
WTTRSELECT ENERGY SVCS INC | $2.8M |
NVRIHARSCO CORP | $2.0M |
IWSISHARES TR | $200K |
AZOAUTOZONE INC | $7K |
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