Leeward Investments, LLC - MA Q4 2023 Filing
Filed February 2, 2024
Portfolio Value
$2.1M
Holdings
144
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
CLHCLEAN HARBORS INC | $43K |
EHCENCOMPASS HEALTH CORP | $37K |
AXTAAXALTA COATING SYS LTD | $37K |
RRXREGAL REXNORD CORPORATION | $35K |
PRPERMIAN RESOURCES CORP | $31K |
FT2FIRST HORIZON CORPORATION | $31K |
PNFPPINNACLE FINL PARTNERS INC | $30K |
THSTREEHOUSE FOODS INC | $28K |
INGRINGREDION INC | $27K |
APY1EURCHAMPIONX CORPORATION | $26K |
HLITHARMONIC INC | $25K |
MUSAMURPHY USA INC | $25K |
WF2WINTRUST FINL CORP | $25K |
HXLHEXCEL CORP NEW | $25K |
LTHM1EURLIVENT CORP | $25K |
VVVVALVOLINE INC | $25K |
ITTITT INC | $25K |
PBVPRESTIGE CONSMR HEALTHCARE I | $25K |
COLBCOLUMBIA BKG SYS INC | $25K |
HURNHURON CONSULTING GROUP INC | $24K |
PORPORTLAND GEN ELEC CO | $24K |
PRIPRIMERICA INC | $22K |
STAGSTAG INDL INC | $21K |
ALSALLSTATE CORP | $21K |
NMRKNEWMARK GROUP INC | $21K |
SXISTANDEX INTL CORP | $21K |
NPOENPRO INC | $21K |
VLYVALLEY NATL BANCORP | $20K |
RGAREINSURANCE GRP OF AMERICA I | $20K |
AIGAMERICAN INTL GROUP INC | $20K |
FIBKFIRST INTST BANCSYSTEM INC | $19K |
PFGCPERFORMANCE FOOD GROUP CO | $19K |
LITELUMENTUM HLDGS INC | $19K |
ABGCENCORA INC | $19K |
ON1OLD NATL BANCORP IND | $19K |
GPNGLOBAL PMTS INC | $18K |
EMEEMCOR GROUP INC | $18K |
LKQ1LKQ CORP | $18K |
SNASNAP ON INC | $18K |
A4SAMERIPRISE FINL INC | $17K |
LDOSLEIDOS HOLDINGS INC | $17K |
QDELQUIDELORTHO CORP | $17K |
IARTINTEGRA LIFESCIENCES HLDGS C | $17K |
AKAMAKAMAI TECHNOLOGIES INC | $17K |
LHLABORATORY CORP AMER HLDGS | $17K |
AERAERCAP HOLDINGS NV | $17K |
INDBINDEPENDENT BK CORP MASS | $16K |
VIAVVIAVI SOLUTIONS INC | $16K |
GTESGATES INDL CORP PLC | $16K |
DOVDOVER CORP | $16K |
CA8ACACI INTL INC | $16K |
CNPCENTERPOINT ENERGY INC | $16K |
CIVICIVITAS RESOURCES INC | $16K |
KEYSKEYSIGHT TECHNOLOGIES INC | $16K |
THGHANOVER INS GROUP INC | $15K |
NVSTENVISTA HOLDINGS CORPORATION | $15K |
AMEDAMEDISYS INC | $15K |
DARDARLING INGREDIENTS INC | $15K |
FFIVF5 INC | $15K |
PGRPROGRESSIVE CORP | $15K |
CDPCOPT DEFENSE PROPERTIES | $15K |
FAFFIRST AMERN FINL CORP | $15K |
KFYKORN FERRY | $15K |
TSNTYSON FOODS INC | $15K |
PTCPTC INC | $15K |
LWLAMB WESTON HLDGS INC | $14K |
DTEDTE ENERGY CO | $14K |
FQIDIGITAL RLTY TR INC | $14K |
NSANATIONAL STORAGE AFFILIATES | $14K |
CIMCHIMERA INVT CORP | $14K |
NGVTINGEVITY CORP | $13K |
WCCWESCO INTL INC | $13K |
MTGMGIC INVT CORP WIS | $13K |
IDAIDACORP INC | $13K |
NINISOURCE INC | $13K |
WECWEC ENERGY GROUP INC | $13K |
AREALEXANDRIA REAL ESTATE EQ IN | $13K |
PHPARKER-HANNIFIN CORP | $13K |
DOCUSDPHYSICIANS RLTY TR | $13K |
SHOOMADDEN STEVEN LTD | $13K |
ZBHZIMMER BIOMET HOLDINGS INC | $13K |
ETRENTERGY CORP NEW | $13K |
VMIVALMONT INDS INC | $12K |
WABWABTEC | $12K |
WHDCACTUS INC | $12K |
SLGNSILGAN HLDGS INC | $12K |
CTRACOTERRA ENERGY INC | $12K |
SLABSILICON LABORATORIES INC | $12K |
QRVOQORVO INC | $12K |
AZEKAZEK CO INC | $12K |
URBNURBAN OUTFITTERS INC | $11K |
STZCONSTELLATION BRANDS INC | $11K |
DLTRDOLLAR TREE INC | $11K |
BERYEURBERRY GLOBAL GROUP INC | $11K |
DORMDORMAN PRODS INC | $11K |
EXLSEXLSERVICE HOLDINGS INC | $11K |
COLMCOLUMBIA SPORTSWEAR CO | $11K |
CRICARTERS INC | $11K |
AEOAMERICAN EAGLE OUTFITTERS IN | $10K |
BWXTBWX TECHNOLOGIES INC | $10K |
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