Leeward Investments, LLC - MA Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$2.0B
Holdings
141
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (141 positions)
| Stock | Value |
|---|---|
LITELUMENTUM HLDGS INC | $42.1M |
FT2FIRST HORIZON CORPORATION | $40.0M |
EHCENCOMPASS HEALTH CORP | $35.4M |
CLHCLEAN HARBORS INC | $34.0M |
RRXREGAL REXNORD CORPORATION | $32.6M |
NMRKNEWMARK GROUP INC | $30.9M |
ADCAGREE RLTY CORP | $29.2M |
HURNHURON CONSULTING GROUP INC | $29.1M |
VIAVVIAVI SOLUTIONS INC | $28.6M |
PRPERMIAN RESOURCES CORP | $28.0M |
HXLHEXCEL CORP NEW | $26.8M |
COLBCOLUMBIA BKG SYS INC | $25.3M |
AXTAAXALTA COATING SYS LTD | $24.5M |
WF2WINTRUST FINL CORP | $24.1M |
GTESGATES INDL CORP PLC | $24.0M |
PBVPRESTIGE CONSMR HEALTHCARE I | $23.9M |
NPOENPRO INC | $23.8M |
SXISTANDEX INTL CORP | $23.6M |
VMIVALMONT INDS INC | $23.5M |
FIBKFIRST INTST BANCSYSTEM INC | $22.5M |
VLYVALLEY NATL BANCORP | $22.3M |
IBPINSTALLED BLDG PRODS INC | $22.2M |
STWDSTARWOOD PPTY TR INC | $21.9M |
CA8ACACI INTL INC | $21.4M |
IDAIDACORP INC | $21.2M |
ON1OLD NATL BANCORP IND | $20.7M |
FBKFB FINL CORP | $20.6M |
NBHCNATIONAL BK HLDGS CORP | $20.3M |
KEYSKEYSIGHT TECHNOLOGIES INC | $20.0M |
INDBINDEPENDENT BK CORP MASS | $20.0M |
ASBASSOCIATED BANC CORP | $19.2M |
ITTITT INC | $18.8M |
VOYAVOYA FINANCIAL INC | $18.5M |
WCCWESCO INTL INC | $17.5M |
THGHANOVER INS GROUP INC | $17.3M |
VVVVALVOLINE INC | $17.3M |
HLITHARMONIC INC | $17.2M |
MTGMGIC INVT CORP WIS | $16.9M |
STAGSTAG INDL INC | $16.6M |
SLABSILICON LABORATORIES INC | $16.6M |
CDPCOPT DEFENSE PROPERTIES | $16.5M |
PFGCPERFORMANCE FOOD GROUP CO | $16.2M |
INGRINGREDION INC | $15.8M |
OPCHOPTION CARE HEALTH INC | $15.6M |
GNTXGENTEX CORP | $15.3M |
CBTCABOT CORP | $15.3M |
BDCBELDEN INC | $15.2M |
GMEDGLOBUS MED INC | $15.1M |
MCHPMICROCHIP TECHNOLOGY INC. | $14.8M |
COHUCOHU INC | $14.5M |
RGAREINSURANCE GRP OF AMERICA I | $14.4M |
DORMDORMAN PRODS INC | $14.4M |
GPIGROUP 1 AUTOMOTIVE INC | $14.0M |
CIMCHIMERA INVT CORP | $14.0M |
KFYKORN FERRY | $13.7M |
NVRIENVIRI CORP | $13.6M |
XPROEXPRO GROUP HOLDINGS NV | $13.4M |
RG6ROGERS CORP | $12.9M |
AKAMAKAMAI TECHNOLOGIES INC | $12.9M |
EXLSEXLSERVICE HOLDINGS INC | $12.8M |
MUSAMURPHY USA INC | $12.8M |
EVREVERCORE INC | $12.7M |
PTCPTC INC | $12.5M |
WBSWEBSTER FINL CORP | $12.4M |
AG8AGILENT TECHNOLOGIES INC | $12.3M |
WHDCACTUS INC | $12.3M |
SLBSLB LIMITED | $12.3M |
ABGCENCORA INC | $12.2M |
ADUSADDUS HOMECARE CORP | $11.9M |
FAFFIRST AMERN FINL CORP | $11.8M |
DTEDTE ENERGY CO | $11.8M |
WTWWILLIS TOWERS WATSON PLC LTD | $11.8M |
PORPORTLAND GEN ELEC CO | $11.5M |
NSANATIONAL STORAGE AFFILIATES | $11.4M |
LHLABCORP HOLDINGS INC | $11.4M |
ETRENTERGY CORP NEW | $11.4M |
EVRGEVERGY INC | $11.3M |
SLGNSILGAN HLDGS INC | $11.3M |
DOVDOVER CORP | $11.2M |
UVSPUNIVEST FINANCIAL CORPORATIO | $11.1M |
SHOOMADDEN STEVEN LTD | $10.8M |
ALLYALLY FINL INC | $10.7M |
ARMKARAMARK | $10.6M |
NVSTENVISTA HOLDINGS CORPORATION | $10.6M |
HASHASBRO INC | $10.5M |
IWNISHARES TR | $10.5M |
WABWABTEC | $10.4M |
NMIHNMI HLDGS INC | $10.4M |
GGENPACT LIMITED | $10.2M |
LDOSLEIDOS HOLDINGS INC | $10.1M |
NGVTINGEVITY CORP | $10.1M |
EPAMEPAM SYS INC | $10.0M |
BKHBLACK HILLS CORP | $9.8M |
PKGPACKAGING CORP AMER | $9.8M |
SRSPIRE INC | $9.8M |
EPACENERPAC TOOL GROUP CORP | $9.5M |
LHXL3HARRIS TECHNOLOGIES INC | $9.3M |
MZTIMARZETTI COMPANY | $9.3M |
MAAMID-AMER APT CMNTYS INC | $9.2M |
EXPEAGLE MATLS INC | $9.2M |
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