Leeward Investments, LLC - MA Q3 2024 Filing
Filed October 31, 2024
Portfolio Value
$2.2T
Holdings
145
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (145 positions)
| Stock | Value |
|---|---|
ADCAGREE RLTY CORP | $37.7M |
LKQ1LKQ CORP | $10.1M |
CLHCLEAN HARBORS INC | $50K |
EHCENCOMPASS HEALTH CORP | $49K |
RRXREGAL REXNORD CORPORATION | $35K |
APY1EURCHAMPIONX CORPORATION | $32K |
PNFPPINNACLE FINL PARTNERS INC | $32K |
FT2FIRST HORIZON CORPORATION | $31K |
INGRINGREDION INC | $31K |
WF2WINTRUST FINL CORP | $30K |
NMRKNEWMARK GROUP INC | $30K |
PRPERMIAN RESOURCES CORP | $29K |
ITTITT INC | $29K |
PBVPRESTIGE CONSMR HEALTHCARE I | $29K |
HLITHARMONIC INC | $29K |
COLBCOLUMBIA BKG SYS INC | $28K |
MUSAMURPHY USA INC | $28K |
PORPORTLAND GEN ELEC CO | $26K |
THSTREEHOUSE FOODS INC | $26K |
VVVVALVOLINE INC | $25K |
CA8ACACI INTL INC | $25K |
HURNHURON CONSULTING GROUP INC | $24K |
SXISTANDEX INTL CORP | $24K |
LITELUMENTUM HLDGS INC | $24K |
GTESGATES INDL CORP PLC | $23K |
THGHANOVER INS GROUP INC | $23K |
ALSALLSTATE CORP | $22K |
NPOENPRO INC | $22K |
GNTXGENTEX CORP | $21K |
STAGSTAG INDL INC | $21K |
ON1OLD NATL BANCORP IND | $21K |
LDOSLEIDOS HOLDINGS INC | $21K |
FIBKFIRST INTST BANCSYSTEM INC | $20K |
NSANATIONAL STORAGE AFFILIATES | $20K |
HXLHEXCEL CORP NEW | $20K |
PFGCPERFORMANCE FOOD GROUP CO | $19K |
VOYAVOYA FINANCIAL INC | $19K |
CBTCABOT CORP | $19K |
AXTAAXALTA COATING SYS LTD | $19K |
KFYKORN FERRY | $19K |
CIVICIVITAS RESOURCES INC | $19K |
IBPINSTALLED BLDG PRODS INC | $18K |
MTGMGIC INVT CORP WIS | $18K |
VMIVALMONT INDS INC | $18K |
CDPCOPT DEFENSE PROPERTIES | $18K |
VLYVALLEY NATL BANCORP | $17K |
GMEDGLOBUS MED INC | $17K |
WHDCACTUS INC | $17K |
DORMDORMAN PRODS INC | $16K |
NBHCNATIONAL BK HLDGS CORP | $16K |
VIAVVIAVI SOLUTIONS INC | $15K |
RGAREINSURANCE GRP OF AMERICA I | $15K |
SHOOMADDEN STEVEN LTD | $15K |
FAFFIRST AMERN FINL CORP | $15K |
ETRENTERGY CORP NEW | $15K |
WCCWESCO INTL INC | $14K |
KEYSKEYSIGHT TECHNOLOGIES INC | $14K |
WECWEC ENERGY GROUP INC | $14K |
TSNTYSON FOODS INC | $14K |
IDAIDACORP INC | $14K |
EXLSEXLSERVICE HOLDINGS INC | $14K |
NINISOURCE INC | $14K |
CIMCHIMERA INVT CORP | $14K |
OPCHOPTION CARE HEALTH INC | $14K |
AERAERCAP HOLDINGS NV | $13K |
LHLABCORP HOLDINGS INC | $13K |
DTEDTE ENERGY CO | $13K |
RG6ROGERS CORP | $13K |
AIGAMERICAN INTL GROUP INC | $13K |
BWXTBWX TECHNOLOGIES INC | $13K |
AKAMAKAMAI TECHNOLOGIES INC | $13K |
ABGCENCORA INC | $13K |
WTWWILLIS TOWERS WATSON PLC LTD | $13K |
NMIHNMI HLDGS INC | $13K |
EPACENERPAC TOOL GROUP CORP | $13K |
PHPARKER-HANNIFIN CORP | $12K |
URBNURBAN OUTFITTERS INC | $12K |
FMCFMC CORP | $12K |
QRVOQORVO INC | $12K |
PTCPTC INC | $12K |
HOLXHOLOGIC INC | $12K |
GGENPACT LIMITED | $12K |
GPNGLOBAL PMTS INC | $12K |
NVSTENVISTA HOLDINGS CORPORATION | $12K |
FFIVF5 INC | $11K |
DOVDOVER CORP | $11K |
UVSPUNIVEST FINANCIAL CORPORATIO | $11K |
HUMHUMANA INC | $11K |
HASHASBRO INC | $11K |
INDBINDEPENDENT BK CORP MASS | $11K |
ZBHZIMMER BIOMET HOLDINGS INC | $11K |
DFSEURDISCOVER FINL SVCS | $11K |
WABWABTEC | $11K |
IFFINTERNATIONAL FLAVORS&FRAGRA | $11K |
QDELQUIDELORTHO CORP | $10K |
CHCOCITY HLDG CO | $10K |
BKHBLACK HILLS CORP | $10K |
SLABSILICON LABORATORIES INC | $10K |
AREALEXANDRIA REAL ESTATE EQ IN | $10K |
IOSPINNOSPEC INC | $10K |
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