Leeward Investments, LLC - MA Q4 2022 Filing
Filed February 2, 2023
Portfolio Value
$2.3T
Holdings
141
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (141 positions)
| Stock | Value |
|---|---|
EHCENCOMPASS HEALTH CORP | $43K |
CLHCLEAN HARBORS INC | $41K |
THSTREEHOUSE FOODS INC | $39K |
WEAWESTERN ALLIANCE BANCORP | $38K |
RRXREGAL REXNORD CORPORATION | $36K |
INGRINGREDION INC | $36K |
PBVPRESTIGE CONSMR HEALTHCARE I | $34K |
LTHM1EURLIVENT CORP | $32K |
HURNHURON CONSULTING GROUP INC | $30K |
APY1EURCHAMPIONX CORPORATION | $30K |
PNFPPINNACLE FINL PARTNERS INC | $30K |
FIBKFIRST INTST BANCSYSTEM INC | $29K |
VVVVALVOLINE INC | $29K |
WF2WINTRUST FINL CORP | $27K |
IWNISHARES TR | $27K |
PORPORTLAND GEN ELEC CO | $27K |
AXTAAXALTA COATING SYS LTD | $25K |
HXLHEXCEL CORP NEW | $25K |
NVSTENVISTA HOLDINGS CORPORATION | $25K |
PXDEURPIONEER NAT RES CO | $24K |
UMPQUSDUMPQUA HLDGS CORP | $24K |
RGAREINSURANCE GRP OF AMERICA I | $24K |
BKUBANKUNITED INC | $23K |
PGRPROGRESSIVE CORP | $23K |
A4SAMERIPRISE FINL INC | $22K |
VMIVALMONT INDS INC | $22K |
INDBINDEPENDENT BK CORP MASS | $21K |
DARDARLING INGREDIENTS INC | $21K |
FMCFMC CORP | $21K |
MUSAMURPHY USA INC | $21K |
AIGAMERICAN INTL GROUP INC | $21K |
IARTINTEGRA LIFESCIENCES HLDGS C | $21K |
ITTITT INC | $20K |
STAGSTAG INDL INC | $20K |
CA8ACACI INTL INC | $20K |
PDCEUSDPDC ENERGY INC | $20K |
ALSALLSTATE CORP | $19K |
PRIPRIMERICA INC | $19K |
DOVDOVER CORP | $19K |
HLITHARMONIC INC | $19K |
ON1OLD NATL BANCORP IND | $19K |
CNPCENTERPOINT ENERGY INC | $19K |
LKQ1LKQ CORP | $18K |
CTRACOTERRA ENERGY INC | $18K |
EMEEMCOR GROUP INC | $18K |
OI*O-I GLASS INC | $18K |
EXLSEXLSERVICE HOLDINGS INC | $18K |
CIMCHIMERA INVT CORP | $17K |
AIMCUSDALTRA INDL MOTION CORP | $17K |
ABGAMERISOURCEBERGEN CORP | $17K |
IDAIDACORP INC | $17K |
NPOENPRO INDS INC | $17K |
WECWEC ENERGY GROUP INC | $17K |
DLTRDOLLAR TREE INC | $17K |
—LABORATORY CORP AMER HLDGS | $17K |
LWLAMB WESTON HLDGS INC | $17K |
BWXTBWX TECHNOLOGIES INC | $16K |
PFGCPERFORMANCE FOOD GROUP CO | $16K |
WHDCACTUS INC | $16K |
ETRENTERGY CORP NEW | $16K |
BERYEURBERRY GLOBAL GROUP INC | $16K |
NINISOURCE INC | $16K |
—NATIONAL INSTRS CORP | $15K |
SXISTANDEX INTL CORP | $15K |
EVRGEVERGY INC | $15K |
CNCCENTENE CORP DEL | $15K |
WABWABTEC | $15K |
VIAVVIAVI SOLUTIONS INC | $15K |
DTEDTE ENERGY CO | $14K |
SNASNAP ON INC | $14K |
KFYKORN FERRY | $14K |
AREALEXANDRIA REAL ESTATE EQ IN | $14K |
CDPCORPORATE OFFICE PPTYS TR | $14K |
NGVTINGEVITY CORP | $14K |
GPNGLOBAL PMTS INC | $14K |
BWABORGWARNER INC | $14K |
STZCONSTELLATION BRANDS INC | $14K |
BKHBLACK HILLS CORP | $14K |
DOOREURMASONITE INTL CORP | $14K |
FFIVF5 INC | $14K |
AKAMAKAMAI TECHNOLOGIES INC | $13K |
NSANATIONAL STORAGE AFFILIATES | $13K |
BDCBELDEN INC | $13K |
LITELUMENTUM HLDGS INC | $13K |
COLMCOLUMBIA SPORTSWEAR CO | $13K |
DORMDORMAN PRODS INC | $13K |
ZBHZIMMER BIOMET HOLDINGS INC | $13K |
TWNKEURHOSTESS BRANDS INC | $13K |
CALYTOPGOLF CALLAWAY BRANDS CORP | $13K |
CASYCASEYS GEN STORES INC | $12K |
AERAERCAP HOLDINGS NV | $12K |
CRICARTERS INC | $12K |
UVSPUNIVEST FINANCIAL CORPORATIO | $12K |
TQJSIGNATURE BK NEW YORK N Y | $12K |
FQIDIGITAL RLTY TR INC | $12K |
SHOOMADDEN STEVEN LTD | $12K |
AMEDAMEDISYS INC | $12K |
PTCPTC INC | $11K |
PHPARKER-HANNIFIN CORP | $11K |
HPHELMERICH & PAYNE INC | $11K |
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