Leeward Investments, LLC - MA Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$2.0B
Holdings
142
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (142 positions)
| Stock | Value |
|---|---|
LITELUMENTUM HLDGS INC | $48K |
EHCENCOMPASS HEALTH CORP | $43K |
FT2FIRST HORIZON CORPORATION | $39K |
CLHCLEAN HARBORS INC | $35K |
NMRKNEWMARK GROUP INC | $34K |
WF2WINTRUST FINL CORP | $31K |
ADCAGREE RLTY CORP | $29K |
GTESGATES INDL CORP PLC | $28K |
PRPERMIAN RESOURCES CORP | $26K |
RRXREGAL REXNORD CORPORATION | $26K |
NPOENPRO INC | $25K |
HURNHURON CONSULTING GROUP INC | $25K |
STWDSTARWOOD PPTY TR INC | $24K |
SXISTANDEX INTL CORP | $23K |
COLBCOLUMBIA BKG SYS INC | $23K |
HXLHEXCEL CORP NEW | $23K |
VMIVALMONT INDS INC | $23K |
IDAIDACORP INC | $22K |
IBPINSTALLED BLDG PRODS INC | $21K |
FIBKFIRST INTST BANCSYSTEM INC | $21K |
VIAVVIAVI SOLUTIONS INC | $21K |
FBKFB FINL CORP | $21K |
CA8ACACI INTL INC | $21K |
ON1OLD NATL BANCORP IND | $21K |
ITTITT INC | $20K |
PBVPRESTIGE CONSMR HEALTHCARE I | $20K |
ASBASSOCIATED BANC CORP | $19K |
VVVVALVOLINE INC | $19K |
INDBINDEPENDENT BK CORP MASS | $19K |
GNTXGENTEX CORP | $19K |
PFGCPERFORMANCE FOOD GROUP CO | $19K |
VOYAVOYA FINANCIAL INC | $19K |
DORMDORMAN PRODS INC | $18K |
KEYSKEYSIGHT TECHNOLOGIES INC | $18K |
INGRINGREDION INC | $18K |
THGHANOVER INS GROUP INC | $17K |
NBHCNATIONAL BK HLDGS CORP | $17K |
VLYVALLEY NATL BANCORP | $17K |
HLITHARMONIC INC | $17K |
SLABSILICON LABORATORIES INC | $17K |
MTGMGIC INVT CORP WIS | $17K |
ALSALLSTATE CORP | $16K |
WCCWESCO INTL INC | $16K |
STAGSTAG INDL INC | $16K |
IWNISHARES TR | $16K |
PTCPTC INC | $15K |
CBTCABOT CORP | $15K |
CIMCHIMERA INVT CORP | $15K |
KFYKORN FERRY | $15K |
RGAREINSURANCE GRP OF AMERICA I | $14K |
CDPCOPT DEFENSE PROPERTIES | $14K |
LHLABCORP HOLDINGS INC | $14K |
DTEDTE ENERGY CO | $14K |
EXLSEXLSERVICE HOLDINGS INC | $13K |
EVREVERCORE INC | $13K |
WECWEC ENERGY GROUP INC | $13K |
WTWWILLIS TOWERS WATSON PLC LTD | $13K |
COHUCOHU INC | $13K |
EVRGEVERGY INC | $12K |
AXTAAXALTA COATING SYS LTD | $12K |
FAFFIRST AMERN FINL CORP | $12K |
MUSAMURPHY USA INC | $12K |
ADUSADDUS HOMECARE CORP | $12K |
GPIGROUP 1 AUTOMOTIVE INC | $12K |
WBSWEBSTER FINL CORP | $12K |
NSANATIONAL STORAGE AFFILIATES | $12K |
SLGNSILGAN HLDGS INC | $12K |
XPROEXPRO GROUP HOLDINGS NV | $12K |
ETRENTERGY CORP NEW | $12K |
ABGCENCORA INC | $12K |
OPCHOPTION CARE HEALTH INC | $12K |
ARMKARAMARK | $12K |
AIGAMERICAN INTL GROUP INC | $12K |
RG6ROGERS CORP | $11K |
XELXCEL ENERGY INC | $11K |
LDOSLEIDOS HOLDINGS INC | $11K |
PKGPACKAGING CORP AMER | $11K |
WHDCACTUS INC | $11K |
HOLXHOLOGIC INC | $11K |
PORPORTLAND GEN ELEC CO | $11K |
PHPARKER-HANNIFIN CORP | $11K |
WABWABTEC | $10K |
EPACENERPAC TOOL GROUP CORP | $10K |
HASHASBRO INC | $10K |
LHXL3HARRIS TECHNOLOGIES INC | $10K |
UVSPUNIVEST FINANCIAL CORPORATIO | $10K |
BDCBELDEN INC | $10K |
NVSTENVISTA HOLDINGS CORPORATION | $10K |
EXPEAGLE MATLS INC | $10K |
CIVICIVITAS RESOURCES INC | $10K |
NMIHNMI HLDGS INC | $10K |
ALLYALLY FINL INC | $10K |
NVRIENVIRI CORP | $10K |
GGENPACT LIMITED | $10K |
SLBSCHLUMBERGER LTD | $10K |
CNPCENTERPOINT ENERGY INC | $10K |
NGVTINGEVITY CORP | $9K |
CHCOCITY HLDG CO | $9K |
ZBHZIMMER BIOMET HOLDINGS INC | $9K |
MAAMID-AMER APT CMNTYS INC | $9K |
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