Leeward Investments, LLC - MA Q4 2023 Filing
Filed February 2, 2024
Portfolio Value
$2.1T
Holdings
144
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
GGENPACT LIMITED | $10.1B |
PXDEURPIONEER NAT RES CO | $10.0B |
HASHASBRO INC | $9.9B |
ESSESSEX PPTY TR INC | $9.8B |
CHCOCITY HLDG CO | $9.7B |
CBTCABOT CORP | $9.7B |
WBSWEBSTER FINL CORP | $9.6B |
WABCWESTAMERICA BANCORPORATION | $9.5B |
DOOREURMASONITE INTL CORP | $9.5B |
GMEDGLOBUS MED INC | $9.3B |
EPACENERPAC TOOL GROUP CORP | $9.2B |
CALYTOPGOLF CALLAWAY BRANDS CORP | $9.2B |
WTWWILLIS TOWERS WATSON PLC LTD | $9.2B |
LHXL3HARRIS TECHNOLOGIES INC | $9.1B |
BKHBLACK HILLS CORP | $9.0B |
NMIHNMI HLDGS INC | $9.0B |
UVSPUNIVEST FINANCIAL CORPORATIO | $8.8B |
IWNISHARES TR | $8.6B |
EVRGEVERGY INC | $8.6B |
IOSPINNOSPEC INC | $8.6B |
MZTILANCASTER COLONY CORP | $8.5B |
CASYCASEYS GEN STORES INC | $8.4B |
NBHCNATIONAL BK HLDGS CORP | $8.4B |
MGPIMGP INGREDIENTS INC NEW | $8.1B |
CAKECHEESECAKE FACTORY INC | $8.0B |
SRSPIRE INC | $7.6B |
OI*O-I GLASS INC | $7.5B |
FMCFMC CORP | $7.5B |
IFFINTERNATIONAL FLAVORS&FRAGRA | $7.2B |
DFSEURDISCOVER FINL SVCS | $7.2B |
BWABORGWARNER INC | $6.9B |
GTGOODYEAR TIRE & RUBR CO | $6.7B |
YETIYETI HLDGS INC | $6.4B |
HSTHOST HOTELS & RESORTS INC | $6.1B |
OXMOXFORD INDS INC | $6.1B |
TGNATEGNA INC | $5.7B |
VLOVALERO ENERGY CORP | $5.7B |
HOLXHOLOGIC INC | $5.6B |
BDCBELDEN INC | $5.6B |
HAINHAIN CELESTIAL GROUP INC | $4.3B |
NVRIENVIRI CORP | $4.2B |
SMGSCOTTS MIRACLE-GRO CO | $3.8B |
AWNADVANCE AUTO PARTS INC | $3.2B |
IWSISHARES TR | $220.6M |
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