Leeward Investments, LLC - MA Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$2.0B
Holdings
145
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (145 positions)
| Stock | Value |
|---|---|
EHCENCOMPASS HEALTH CORP | $41.6M |
CLHCLEAN HARBORS INC | $39.7M |
FT2FIRST HORIZON CORPORATION | $38.5M |
PNFPPINNACLE FINL PARTNERS INC | $35.2M |
ADCAGREE RLTY CORP | $33.3M |
WF2WINTRUST FINL CORP | $32.0M |
RRXREGAL REXNORD CORPORATION | $30.9M |
PRPERMIAN RESOURCES CORP | $29.8M |
INGRINGREDION INC | $29.6M |
PBVPRESTIGE CONSMR HEALTHCARE I | $29.4M |
LITELUMENTUM HLDGS INC | $29.4M |
APY1EURCHAMPIONX CORPORATION | $28.7M |
COLBCOLUMBIA BKG SYS INC | $27.2M |
MUSAMURPHY USA INC | $26.4M |
HURNHURON CONSULTING GROUP INC | $25.7M |
GTESGATES INDL CORP PLC | $25.6M |
STWDSTARWOOD PPTY TR INC | $24.8M |
HLITHARMONIC INC | $24.2M |
ITTITT INC | $23.1M |
SXISTANDEX INTL CORP | $22.9M |
NMRKNEWMARK GROUP INC | $22.7M |
ON1OLD NATL BANCORP IND | $22.5M |
PORPORTLAND GEN ELEC CO | $22.4M |
THGHANOVER INS GROUP INC | $22.1M |
NPOENPRO INC | $21.3M |
VVVVALVOLINE INC | $20.7M |
THSTREEHOUSE FOODS INC | $20.7M |
FIBKFIRST INTST BANCSYSTEM INC | $19.8M |
GNTXGENTEX CORP | $19.6M |
PFGCPERFORMANCE FOOD GROUP CO | $19.5M |
ALSALLSTATE CORP | $19.3M |
HXLHEXCEL CORP NEW | $18.8M |
CA8ACACI INTL INC | $18.6M |
GMEDGLOBUS MED INC | $18.0M |
VMIVALMONT INDS INC | $17.5M |
AXTAAXALTA COATING SYS LTD | $17.0M |
STAGSTAG INDL INC | $17.0M |
DORMDORMAN PRODS INC | $16.8M |
ETRENTERGY CORP NEW | $16.8M |
CDPCOPT DEFENSE PROPERTIES | $16.7M |
URBNURBAN OUTFITTERS INC | $16.5M |
VIAVVIAVI SOLUTIONS INC | $16.0M |
VLYVALLEY NATL BANCORP | $16.0M |
KFYKORN FERRY | $15.6M |
CIVICIVITAS RESOURCES INC | $15.6M |
VOYAVOYA FINANCIAL INC | $15.5M |
MTGMGIC INVT CORP WIS | $15.4M |
WCCWESCO INTL INC | $15.0M |
EXLSEXLSERVICE HOLDINGS INC | $15.0M |
NBHCNATIONAL BK HLDGS CORP | $15.0M |
WHDCACTUS INC | $15.0M |
CBTCABOT CORP | $14.6M |
NSANATIONAL STORAGE AFFILIATES | $14.6M |
RGAREINSURANCE GRP OF AMERICA I | $14.4M |
LDOSLEIDOS HOLDINGS INC | $14.4M |
KEYSKEYSIGHT TECHNOLOGIES INC | $14.0M |
IDAIDACORP INC | $13.9M |
WECWEC ENERGY GROUP INC | $13.5M |
FAFFIRST AMERN FINL CORP | $13.4M |
WTWWILLIS TOWERS WATSON PLC LTD | $13.1M |
TSNTYSON FOODS INC | $13.0M |
LHLABCORP HOLDINGS INC | $13.0M |
FFIVF5 INC | $12.7M |
AERAERCAP HOLDINGS NV | $12.7M |
AIGAMERICAN INTL GROUP INC | $12.5M |
SHOOMADDEN STEVEN LTD | $12.3M |
GGENPACT LIMITED | $12.3M |
GPNGLOBAL PMTS INC | $12.2M |
ABGCENCORA INC | $12.1M |
PHPARKER-HANNIFIN CORP | $12.0M |
DTEDTE ENERGY CO | $11.9M |
IBPINSTALLED BLDG PRODS INC | $11.9M |
NINISOURCE INC | $11.7M |
AKAMAKAMAI TECHNOLOGIES INC | $11.7M |
PTCPTC INC | $11.7M |
EPACENERPAC TOOL GROUP CORP | $11.5M |
INDBINDEPENDENT BK CORP MASS | $11.2M |
UVSPUNIVEST FINANCIAL CORPORATIO | $11.1M |
MAAMID-AMER APT CMNTYS INC | $11.0M |
RG6ROGERS CORP | $10.8M |
WABWABTEC | $10.8M |
DOVDOVER CORP | $10.8M |
NVSTENVISTA HOLDINGS CORPORATION | $10.6M |
NMIHNMI HLDGS INC | $10.5M |
LWLAMB WESTON HLDGS INC | $10.5M |
ZBHZIMMER BIOMET HOLDINGS INC | $10.3M |
SLABSILICON LABORATORIES INC | $10.3M |
—ARCADIUM LITHIUM PLC | $10.2M |
CAKECHEESECAKE FACTORY INC | $10.1M |
DFSEURDISCOVER FINL SVCS | $10.0M |
HOLXHOLOGIC INC | $10.0M |
CHCOCITY HLDG CO | $9.8M |
QDELQUIDELORTHO CORP | $9.5M |
A4SAMERIPRISE FINL INC | $9.5M |
OPCHOPTION CARE HEALTH INC | $9.3M |
BKHBLACK HILLS CORP | $9.2M |
IARTINTEGRA LIFESCIENCES HLDGS C | $9.2M |
CTRACOTERRA ENERGY INC | $9.1M |
LKQ1LKQ CORP | $9.1M |
EPAMEPAM SYS INC | $8.9M |
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