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 |
|---|---|
IOSPINNOSPEC INC | $8.8M |
COLMCOLUMBIA SPORTSWEAR CO | $8.7M |
FMCFMC CORP | $8.7M |
ESSESSEX PPTY TR INC | $8.7M |
FANGDIAMONDBACK ENERGY INC | $8.6M |
CNPCENTERPOINT ENERGY INC | $8.6M |
MZTILANCASTER COLONY CORP | $8.3M |
SLGNSILGAN HLDGS INC | $8.3M |
HASHASBRO INC | $8.3M |
WABCWESTAMERICA BANCORPORATION | $8.3M |
BERYEURBERRY GLOBAL GROUP INC | $8.3M |
IFFINTERNATIONAL FLAVORS&FRAGRA | $8.2M |
WBSWEBSTER FINL CORP | $7.9M |
QRVOQORVO INC | $7.9M |
STZCONSTELLATION BRANDS INC | $7.9M |
ARMKARAMARK | $7.8M |
SRSPIRE INC | $7.8M |
DARDARLING INGREDIENTS INC | $7.8M |
AREALEXANDRIA REAL ESTATE EQ IN | $7.8M |
EVRGEVERGY INC | $7.7M |
NGVTINGEVITY CORP | $7.7M |
BDCBELDEN INC | $7.6M |
CIMCHIMERA INVT CORP | $7.6M |
CASYCASEYS GEN STORES INC | $7.6M |
SNASNAP ON INC | $7.5M |
COHUCOHU INC | $7.1M |
AZEKAZEK CO INC | $7.1M |
XPROEXPRO GROUP HOLDINGS NV | $7.0M |
LHXL3HARRIS TECHNOLOGIES INC | $6.9M |
OI*O-I GLASS INC | $6.6M |
NVRIENVIRI CORP | $6.5M |
BWABORGWARNER INC | $4.6M |
DLTRDOLLAR TREE INC | $4.5M |
YETIYETI HLDGS INC | $4.5M |
HUMHUMANA INC | $4.3M |
IWNISHARES TR | $4.3M |
HSTHOST HOTELS & RESORTS INC | $4.3M |
CRICARTERS INC | $3.1M |
MGPIMGP INGREDIENTS INC NEW | $3.1M |
SMGSCOTTS MIRACLE-GRO CO | $3.0M |
BWXTBWX TECHNOLOGIES INC | $2.6M |
AEOAMERICAN EAGLE OUTFITTERS IN | $2.5M |
HAINHAIN CELESTIAL GROUP INC | $2.4M |
CTOCTO RLTY GROWTH INC NEW | $1.7M |
IWSISHARES TR | $356K |
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