Leeward Investments, LLC - MA Q3 2023 Filing
Filed October 11, 2023
Portfolio Value
$2.0T
Holdings
144
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
CLHCLEAN HARBORS INC | $42K |
EHCENCOMPASS HEALTH CORP | $38K |
RRXREGAL REXNORD CORPORATION | $35K |
APY1EURCHAMPIONX CORPORATION | $32K |
PRPERMIAN RESOURCES CORP | $31K |
THSTREEHOUSE FOODS INC | $30K |
AXTAAXALTA COATING SYS LTD | $30K |
HURNHURON CONSULTING GROUP INC | $29K |
MUSAMURPHY USA INC | $28K |
INGRINGREDION INC | $25K |
PNFPPINNACLE FINL PARTNERS INC | $24K |
LTHM1EURLIVENT CORP | $23K |
PBVPRESTIGE CONSMR HEALTHCARE I | $23K |
EMEEMCOR GROUP INC | $23K |
HXLHEXCEL CORP NEW | $23K |
RGAREINSURANCE GRP OF AMERICA I | $22K |
VVVVALVOLINE INC | $22K |
WF2WINTRUST FINL CORP | $21K |
ITTITT INC | $21K |
PRIPRIMERICA INC | $20K |
PGRPROGRESSIVE CORP | $20K |
SXISTANDEX INTL CORP | $19K |
HLITHARMONIC INC | $19K |
PORPORTLAND GEN ELEC CO | $19K |
COLBCOLUMBIA BKG SYS INC | $19K |
CIVICIVITAS RESOURCES INC | $19K |
STAGSTAG INDL INC | $19K |
BWXTBWX TECHNOLOGIES INC | $18K |
NVSTENVISTA HOLDINGS CORPORATION | $18K |
AIGAMERICAN INTL GROUP INC | $18K |
ABGCENCORA INC | $17K |
ALSALLSTATE CORP | $17K |
GPNGLOBAL PMTS INC | $17K |
FIBKFIRST INTST BANCSYSTEM INC | $16K |
DARDARLING INGREDIENTS INC | $16K |
ON1OLD NATL BANCORP IND | $16K |
NPOENPRO INDS INC | $16K |
SNASNAP ON INC | $16K |
VIAVVIAVI SOLUTIONS INC | $16K |
CA8ACACI INTL INC | $16K |
AKAMAKAMAI TECHNOLOGIES INC | $15K |
A4SAMERIPRISE FINL INC | $15K |
LKQ1LKQ CORP | $15K |
CIMCHIMERA INVT CORP | $15K |
—LABORATORY CORP AMER HLDGS | $15K |
CNPCENTERPOINT ENERGY INC | $15K |
LDOSLEIDOS HOLDINGS INC | $15K |
AMEDAMEDISYS INC | $15K |
DOVDOVER CORP | $15K |
IARTINTEGRA LIFESCIENCES HLDGS C | $15K |
AERAERCAP HOLDINGS NV | $14K |
PFGCPERFORMANCE FOOD GROUP CO | $14K |
NGVTINGEVITY CORP | $14K |
CNCCENTENE CORP DEL | $14K |
TSNTYSON FOODS INC | $14K |
WHDCACTUS INC | $14K |
FFIVF5 INC | $14K |
DOOREURMASONITE INTL CORP | $14K |
VLYVALLEY NATL BANCORP | $13K |
AZEKAZEK CO INC | $13K |
HASHASBRO INC | $13K |
PXDEURPIONEER NAT RES CO | $13K |
DTEDTE ENERGY CO | $13K |
FAFFIRST AMERN FINL CORP | $13K |
WECWEC ENERGY GROUP INC | $13K |
CTRACOTERRA ENERGY INC | $13K |
VMIVALMONT INDS INC | $13K |
FQIDIGITAL RLTY TR INC | $13K |
INDBINDEPENDENT BK CORP MASS | $13K |
IDAIDACORP INC | $13K |
TWNKEURHOSTESS BRANDS INC | $13K |
NINISOURCE INC | $13K |
LWLAMB WESTON HLDGS INC | $13K |
LITELUMENTUM HLDGS INC | $13K |
BWABORGWARNER INC | $13K |
THGHANOVER INS GROUP INC | $12K |
NMRKNEWMARK GROUP INC | $12K |
ZBHZIMMER BIOMET HOLDINGS INC | $12K |
PTCPTC INC | $12K |
STZCONSTELLATION BRANDS INC | $12K |
BDCBELDEN INC | $12K |
SLGNSILGAN HLDGS INC | $12K |
ETRENTERGY CORP NEW | $12K |
KFYKORN FERRY | $12K |
MTGMGIC INVT CORP WIS | $12K |
PHPARKER-HANNIFIN CORP | $11K |
WCCWESCO INTL INC | $11K |
CDPCOPT DEFENSE PROPERTIES | $11K |
GGENPACT LIMITED | $11K |
WABWABTEC | $11K |
AREALEXANDRIA REAL ESTATE EQ IN | $11K |
NSANATIONAL STORAGE AFFILIATES | $11K |
DORMDORMAN PRODS INC | $11K |
URBNURBAN OUTFITTERS INC | $11K |
BERYEURBERRY GLOBAL GROUP INC | $11K |
CIR2USDCIRCOR INTL INC | $11K |
COLMCOLUMBIA SPORTSWEAR CO | $10K |
EXLSEXLSERVICE HOLDINGS INC | $10K |
CRICARTERS INC | $10K |
QRVOQORVO INC | $10K |
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