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 |
|---|---|
SSBSOUTHSTATE BK CORP | $9.0M |
MCHPMICROCHIP TECHNOLOGY INC. | $8.9M |
GMEDGLOBUS MED INC | $8.8M |
BKHBLACK HILLS CORP | $8.8M |
SHOOMADDEN STEVEN LTD | $8.8M |
FANGDIAMONDBACK ENERGY INC | $8.7M |
AKAMAKAMAI TECHNOLOGIES INC | $8.5M |
SRSPIRE INC | $8.4M |
BALLBALL CORP | $8.4M |
LWLAMB WESTON HLDGS INC | $8.3M |
CASYCASEYS GEN STORES INC | $8.3M |
A4SAMERIPRISE FINL INC | $8.0M |
URBNURBAN OUTFITTERS INC | $7.9M |
FFIVF5 INC | $7.9M |
ESSESSEX PPTY TR INC | $7.9M |
EPAMEPAM SYS INC | $7.8M |
AERAERCAP HOLDINGS NV | $7.8M |
DOVDOVER CORP | $7.8M |
CTRACOTERRA ENERGY INC | $7.7M |
MZTIMARZETTI COMPANY | $7.5M |
HUMHUMANA INC | $7.4M |
WABCWESTAMERICA BANCORPORATION | $7.1M |
OI*O-I GLASS INC | $7.1M |
SNASNAP ON INC | $7.0M |
IJJISHARES TR | $7.0M |
DARDARLING INGREDIENTS INC | $6.8M |
THSTREEHOUSE FOODS INC | $6.7M |
AREALEXANDRIA REAL ESTATE EQ IN | $6.0M |
CTOCTO RLTY GROWTH INC NEW | $6.0M |
CAKECHEESECAKE FACTORY INC | $6.0M |
BWABORGWARNER INC | $5.8M |
HSTHOST HOTELS & RESORTS INC | $5.8M |
QDELQUIDELORTHO CORP | $5.7M |
LKQ1LKQ CORP | $5.6M |
IOSPINNOSPEC INC | $5.6M |
IFFINTERNATIONAL FLAVORS&FRAGRA | $5.5M |
TSNTYSON FOODS INC | $5.3M |
IARTINTEGRA LIFESCIENCES HLDGS C | $5.3M |
DLTRDOLLAR TREE INC | $5.2M |
YETIYETI HLDGS INC | $5.2M |
STZCONSTELLATION BRANDS INC | $4.4M |
MGPIMGP INGREDIENTS INC NEW | $1.7M |
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