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 |
|---|---|
PINCPREMIER INC | $10.9B |
HAINHAIN CELESTIAL GROUP INC | $10.7B |
QRVOQORVO INC | $10.5B |
MTGMGIC INVT CORP WIS | $10.5B |
LDOSLEIDOS HOLDINGS INC | $10.5B |
IFFINTERNATIONAL FLAVORS&FRAGRA | $10.4B |
AZEKAZEK CO INC | $10.3B |
NMRKNEWMARK GROUP INC | $10.3B |
MGPIMGP INGREDIENTS INC NEW | $10.2B |
PACWUSDPACWEST BANCORP DEL | $10.2B |
WBSWEBSTER FINL CORP | $10.1B |
AEOAMERICAN EAGLE OUTFITTERS IN | $10.1B |
SRSPIRE INC | $9.8B |
ESSESSEX PPTY TR INC | $9.5B |
NUVAGBPNUVASIVE INC | $9.4B |
VLOVALERO ENERGY CORP | $9.3B |
HASHASBRO INC | $9.2B |
GTESGATES INDL CORP PLC | $9.2B |
CBTCABOT CORP | $9.1B |
URBNURBAN OUTFITTERS INC | $8.9B |
CIR2USDCIRCOR INTL INC | $8.9B |
EPACENERPAC TOOL GROUP CORP | $8.8B |
IWSISHARES TR | $8.5B |
IOSPINNOSPEC INC | $8.3B |
MZTILANCASTER COLONY CORP | $8.2B |
SLGNSILGAN HOLDINGS INC | $8.2B |
NMIHNMI HLDGS INC | $7.4B |
WTTRSELECT ENERGY SVCS INC | $7.4B |
GTGOODYEAR TIRE & RUBR CO | $7.3B |
HSTHOST HOTELS & RESORTS INC | $7.3B |
HIIHUNTINGTON INGALLS INDS INC | $7.0B |
MTSIMACOM TECH SOLUTIONS HLDGS I | $6.8B |
OXMOXFORD INDS INC | $6.6B |
HIHILLENBRAND INC | $6.3B |
KELYAKELLY SVCS INC | $5.8B |
YETIYETI HLDGS INC | $5.7B |
TGNATEGNA INC | $3.8B |
NVRIHARSCO CORP | $3.3B |
SMGSCOTTS MIRACLE-GRO CO | $3.3B |
CAKECHEESECAKE FACTORY INC | $2.1B |
IWMISHARES TR | $347.5M |
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