Leeward Investments, LLC - MA Q3 2024 Filing
Filed October 31, 2024
Portfolio Value
$2.2B
Holdings
145
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (145 positions)
| Stock | Value |
|---|---|
STZCONSTELLATION BRANDS INC | $9.5B |
NVRIENVIRI CORP | $9.4B |
FANGDIAMONDBACK ENERGY INC | $9.4B |
CAKECHEESECAKE FACTORY INC | $9.3B |
ESSESSEX PPTY TR INC | $9.3B |
MZTILANCASTER COLONY CORP | $9.1B |
SLGNSILGAN HLDGS INC | $9.0B |
BERYEURBERRY GLOBAL GROUP INC | $9.0B |
COLMCOLUMBIA SPORTSWEAR CO | $9.0B |
—ARCADIUM LITHIUM PLC | $8.9B |
DARDARLING INGREDIENTS INC | $8.9B |
CTRACOTERRA ENERGY INC | $8.8B |
A4SAMERIPRISE FINL INC | $8.6B |
OI*O-I GLASS INC | $8.6B |
BDCBELDEN INC | $8.5B |
MAAMID-AMER APT CMNTYS INC | $8.4B |
AZEKAZEK CO INC | $8.4B |
WABCWESTAMERICA BANCORPORATION | $8.4B |
ARMKARAMARK | $8.4B |
SRSPIRE INC | $8.3B |
LHXL3HARRIS TECHNOLOGIES INC | $8.1B |
EVRGEVERGY INC | $8.1B |
IWNISHARES TR | $7.9B |
DOCHEALTHPEAK PROPERTIES INC | $7.8B |
CASYCASEYS GEN STORES INC | $7.4B |
EMEEMCOR GROUP INC | $7.4B |
LWLAMB WESTON HLDGS INC | $7.2B |
MGPIMGP INGREDIENTS INC NEW | $7.0B |
WBSWEBSTER FINL CORP | $6.9B |
NGVTINGEVITY CORP | $6.8B |
IARTINTEGRA LIFESCIENCES HLDGS C | $6.8B |
CNPCENTERPOINT ENERGY INC | $6.2B |
SNASNAP ON INC | $6.0B |
BWABORGWARNER INC | $5.5B |
OXMOXFORD INDS INC | $5.3B |
HSTHOST HOTELS & RESORTS INC | $4.4B |
DLTRDOLLAR TREE INC | $4.4B |
YETIYETI HLDGS INC | $4.4B |
GTGOODYEAR TIRE & RUBR CO | $4.2B |
SMGSCOTTS MIRACLE-GRO CO | $4.1B |
CRICARTERS INC | $4.0B |
HAINHAIN CELESTIAL GROUP INC | $3.6B |
AEOAMERICAN EAGLE OUTFITTERS IN | $3.6B |
AWNADVANCE AUTO PARTS INC | $1.6B |
IWSISHARES TR | $334.9M |
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