Leeward Investments, LLC - MA Q3 2023 Filing
Filed October 11, 2023
Portfolio Value
$2.0B
Holdings
144
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
SHOOMADDEN STEVEN LTD | $9.9B |
CALYTOPGOLF CALLAWAY BRANDS CORP | $9.2B |
QDELQUIDELORTHO CORP | $9.1B |
KEYSKEYSIGHT TECHNOLOGIES INC | $8.9B |
MGPIMGP INGREDIENTS INC NEW | $8.7B |
ESSESSEX PPTY TR INC | $8.7B |
DLTRDOLLAR TREE INC | $8.6B |
EVRGEVERGY INC | $8.6B |
BKHBLACK HILLS CORP | $8.6B |
MZTILANCASTER COLONY CORP | $8.5B |
CASYCASEYS GEN STORES INC | $8.5B |
GTESGATES INDL CORP PLC | $8.5B |
NMIHNMI HLDGS INC | $8.3B |
FT2FIRST HORIZON CORPORATION | $8.3B |
FMCFMC CORP | $8.2B |
AEOAMERICAN EAGLE OUTFITTERS IN | $8.1B |
CBTCABOT CORP | $8.1B |
CHCOCITY HLDG CO | $8.0B |
EPACENERPAC TOOL GROUP CORP | $7.9B |
WBSWEBSTER FINL CORP | $7.8B |
OI*O-I GLASS INC | $7.7B |
GMEDGLOBUS MED INC | $7.6B |
SLABSILICON LABORATORIES INC | $7.3B |
IOSPINNOSPEC INC | $7.1B |
UVSPUNIVEST FINANCIAL CORPORATIO | $7.0B |
SRSPIRE INC | $7.0B |
CAKECHEESECAKE FACTORY INC | $6.9B |
VLOVALERO ENERGY CORP | $6.3B |
IFFINTERNATIONAL FLAVORS&FRAGRA | $6.2B |
—NATIONAL INSTRS CORP | $6.0B |
YETIYETI HLDGS INC | $6.0B |
OXMOXFORD INDS INC | $5.9B |
GTGOODYEAR TIRE & RUBR CO | $5.9B |
HIIHUNTINGTON INGALLS INDS INC | $5.6B |
TGNATEGNA INC | $5.5B |
HSTHOST HOTELS & RESORTS INC | $5.2B |
IWSISHARES TR | $5.1B |
NBHCNATIONAL BK HLDGS CORP | $5.1B |
IWNISHARES TR | $4.4B |
HAINHAIN CELESTIAL GROUP INC | $4.3B |
NVRIENVIRI CORP | $3.4B |
SMGSCOTTS MIRACLE-GRO CO | $3.1B |
AWNADVANCE AUTO PARTS INC | $3.0B |
IWMISHARES TR | $239.8M |
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