Leeward Investments, LLC - MA

CIK

1923173

Location

BOSTON, MA

Portfolio Value

Mid $1,984,918,173

Diversification

Diversified

Filing Date

Global Rank

#1,217 / 8,622 ▲ 43 · as of Mar 2026

Top Industry

Banks - Regional 13.9%

3Y Alpha vs SPY

-2.9%

Period ended 4 months ago

Filed Apr 17, 2026 · 3mo

17 quarters · since Mar 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+58.2%

SPY

+67.9%

Annualised alpha

-2.3%

Max drawdown

−21.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

139 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

2.4%

+0.2 pts

Top 5

10.2%

+0.6 pts

Top 10

17.2%

−0.0 pts

HHI

Diversified+0

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	21.0%	$416,277,600	29
Industrials	19.4%	$385,156,963	22
Technology	14.4%	$285,747,126	16
Consumer Cyclical	10.2%	$203,297,833	19
Real Estate	8.4%	$166,325,223	11
Healthcare	7.9%	$157,280,205	13
Utilities	6.2%	$123,249,297	10
Energy	5.3%	$104,884,357	6
Consumer Defensive	3.8%	$74,445,292	7
Basic Materials	3.4%	$68,254,277	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
PFGC	Performance Food Group Co	+94,644	275,068	$23,562,324
KFY	Korn Ferry	+89,244	297,054	$18,699,549
VOYA	Voya Financial, Inc.	+41,014	289,498	$19,778,503
DORM	Dorman Products, Inc.	+33,091	149,648	$15,617,265
VVV	Valvoline Inc	+29,087	623,001	$20,982,673
STZ	Constellation Brands, Inc.	+24,898	55,618	$8,342,700
COHU	Cohu Inc	+24,755	646,133	$19,784,592
SR	Spire Inc	+22,923	141,025	$12,768,403
GPI	Group 1 Automotive Inc	+18,561	54,244	$17,934,693
EPAM	EPAM Systems, Inc.	+11,291	60,338	$8,169,765
A	Agilent Technologies, Inc.	+11,173	101,927	$11,617,639
ADUS	Addus HomeCare Corp	+10,414	120,857	$11,318,258
MUSA	Murphy USA Inc.	+8,160	39,805	$19,662,475
BDC	Belden Inc.	+6,923	137,376	$15,774,886
PTC	Ptc Inc.	+6,189	77,829	$11,089,854
PKG	Packaging Corp Of America	+4,123	51,684	$10,968,378
EHC	Encompass Health Corp	+3,182	337,161	$32,613,583
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FHN	First Horizon Corp	−693,374	978,868	$22,279,035
VIAV	Viavi Solutions Inc.	−180,818	1,424,272	$47,399,772
LITE	Lumentum Holdings Inc.	−79,390	34,888	$24,517,890
PR	Permian Resources Corp	−65,623	1,931,383	$41,177,085
VLY	Valley National Bancorp	−51,007	1,860,458	$22,846,424
HLIT	Harmonic Inc.	−43,456	1,699,702	$15,263,323
STWD	Starwood Property Trust, Inc.	−35,341	1,177,955	$20,284,385
NMRK	Newmark Group, Inc.	−32,432	1,750,506	$26,240,084
GTES	Gates Industrial Corp plc	−30,012	1,087,544	$24,589,369
CIM	Chimera Investment Corp	−29,555	1,099,532	$13,799,126
ONB	Old National Bancorp /In/	−24,966	904,960	$19,999,616
COLB	Columbia Banking System, Inc.	−24,277	880,432	$24,150,249
AXTA	Axalta Coating Systems Ltd.	−22,268	736,450	$20,399,665
NVRI	Enviri Corp	−20,150	738,532	$0
ASB	Associated Banc-Corp	−19,948	724,583	$18,737,716
OWL	Blue Owl Capital Inc.	−19,365	555,640	$5,072,993
GNTX	Gentex Corp	−18,714	637,042	$13,919,367
HUM	Humana Inc	−17,976	14,845	$2,573,974
FIBK	First Interstate Bancsystem Inc	−17,340	631,978	$21,108,065
OI	O-I Glass, Inc. /DE/	−14,628	532,920	$5,600,989
NBHC	National Bank Holdings Corp	−14,291	519,920	$20,360,067
NVST	Envista Holdings Corp	−14,128	472,142	$11,978,242
CDP	Copt Defense Properties	−14,098	578,238	$17,694,082
OPCH	Option Care Health, Inc.	−13,239	475,177	$12,791,764
MTG	Mgic Investment Corp	−13,033	565,538	$14,845,372
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
SFNC	Simmons First National Corp	809,473	$15,744,249
SM	SM Energy Co	426,525	$13,299,049
HLIO	Helios Technologies, Inc.	149,265	$9,658,938
BLD	QXO Insulation, LLC	25,402	$8,923,722
RL	Ralph Lauren Corp	21,331	$7,337,650
RCL	Royal Caribbean Cruises Ltd	20,039	$5,514,332
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
HAS	Hasbro, Inc.	128,068	$10,501,576
DLTR	Dollar Tree, Inc.	60,710	$7,467,937
TSN	Tyson Foods, Inc.	93,488	$5,480,266
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

139 tracked positions · $1,984,918,173 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 139 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VIAV	Viavi Solutions Inc. Technology	Reduced	1,424,272	-180,818	$47,399,772	+65.7%	2.39%
PR	Permian Resources Corp Energy	Reduced	1,931,383	-65,623	$41,177,085	+47.0%	2.07%
RRX	Regal Rexnord Corp Industrials	Reduced	219,686	-12,880	$41,138,400	+26.1%	2.07%
CLH	Clean Harbors Inc Industrials	Reduced	140,651	-4,323	$40,328,861	+18.6%	2.03%
EHC	Encompass Health Corp Healthcare	Added	337,161	+3,182	$32,613,583	−8.0%	1.64%
ADC	Agree Realty Corp Real Estate	Reduced	393,073	-11,786	$29,629,842	+1.6%	1.49%
HXL	Hexcel Corp /De/ Industrials	Reduced	351,421	-10,732	$28,440,501	+6.3%	1.43%
SXI	Standex International Corp/De/ Industrials	Reduced	106,543	-2,103	$27,153,548	+15.0%	1.37%
NPO	Enpro Inc. Industrials	Reduced	107,376	-3,552	$26,913,794	+13.3%	1.36%
NMRK	Newmark Group, Inc. Real Estate	Reduced	1,750,506	-32,432	$26,240,084	−15.1%	1.32%
KEYS	Keysight Technologies, Inc. Technology	Reduced	91,343	-7,298	$25,792,522	+28.7%	1.30%
SLAB	Silicon Laboratories Inc. Technology	Reduced	122,592	-4,052	$25,517,524	+54.2%	1.29%
GTES	Gates Industrial Corp plc Industrials	Reduced	1,087,544	-30,012	$24,589,369	+2.5%	1.24%
LITE	Lumentum Holdings Inc. Technology	Reduced	34,888	-79,390	$24,517,890	−41.8%	1.24%
COLB	Columbia Banking System, Inc. Financial Services	Reduced	880,432	-24,277	$24,150,249	−4.5%	1.22%
PFGC	Performance Food Group Co Consumer Defensive	Added	275,068	+94,644	$23,562,324	+45.2%	1.19%
WTFC	Wintrust Financial Corp Financial Services	Reduced	168,932	-3,328	$23,471,412	−2.5%	1.18%
IDA	Idacorp Inc Utilities	Reduced	162,960	-4,491	$23,298,391	+9.9%	1.17%
VMI	Valmont Industries Inc Industrials	Reduced	57,369	-1,054	$22,922,931	−2.5%	1.15%
VLY	Valley National Bancorp Financial Services	Reduced	1,860,458	-51,007	$22,846,424	+2.3%	1.15%
PBH	Prestige Consumer Healthcare Inc. Healthcare	Reduced	376,808	-10,513	$22,333,410	−6.5%	1.13%
FHN	First Horizon Corp Financial Services	Reduced	978,868	-693,374	$22,279,035	−44.3%	1.12%
IBP	Installed Building Products, Inc. Consumer Cyclical	Reduced	83,374	-2,305	$22,106,616	−0.5%	1.11%
CACI	Caci International Inc /De/ Technology	Reduced	39,479	-777	$21,471,443	+0.1%	1.08%
HURN	Huron Consulting Group Inc. Industrials	Reduced	165,950	-2,362	$21,156,965	−27.3%	1.07%
FIBK	First Interstate Bancsystem Inc Financial Services	Reduced	631,978	-17,340	$21,108,065	−6.0%	1.06%
VVV	Valvoline Inc Consumer Cyclical	Added	623,001	+29,087	$20,982,673	+21.6%	1.06%
AXTA	Axalta Coating Systems Ltd. Basic Materials	Reduced	736,450	-22,268	$20,399,665	−16.8%	1.03%
NBHC	National Bank Holdings Corp Financial Services	Reduced	519,920	-14,291	$20,360,067	+0.3%	1.03%
ITT	Itt Inc. Industrials	Reduced	106,550	-1,542	$20,300,971	+8.2%	1.02%
STWD	Starwood Property Trust, Inc. Real Estate	Reduced	1,177,955	-35,341	$20,284,385	−7.2%	1.02%
INDB	Independent Bank Corp Financial Services	Reduced	266,073	-7,317	$20,011,350	+0.2%	1.01%
ONB	Old National Bancorp /In/ Financial Services	Reduced	904,960	-24,966	$19,999,616	−3.6%	1.01%
COHU	Cohu Inc Technology	Added	646,133	+24,755	$19,784,592	+36.8%	1.00%
VOYA	Voya Financial, Inc. Financial Services	Added	289,498	+41,014	$19,778,503	+6.9%	1.00%
MUSA	Murphy USA Inc. Consumer Cyclical	Added	39,805	+8,160	$19,662,475	+54.0%	0.99%
WCC	Wesco International Inc Industrials	Reduced	69,059	-2,392	$18,895,923	+8.1%	0.95%
ASB	Associated Banc-Corp Financial Services	Reduced	724,583	-19,948	$18,737,716	−2.3%	0.94%
KFY	Korn Ferry Industrials	Added	297,054	+89,244	$18,699,549	+36.3%	0.94%
FBK	FB Financial Corp Financial Services	Reduced	359,618	-9,903	$18,678,558	−9.4%	0.94%
GPI	Group 1 Automotive Inc Consumer Cyclical	Added	54,244	+18,561	$17,934,693	+27.8%	0.90%
CDP	Copt Defense Properties Real Estate	Reduced	578,238	-14,098	$17,694,082	+7.5%	0.89%
CBT	Cabot Corp Basic Materials	Reduced	224,735	-5,357	$16,924,792	+11.0%	0.85%
AKAM	Akamai Technologies Inc Technology	Reduced	143,156	-4,948	$16,441,466	+27.2%	0.83%
THG	Hanover Insurance Group, Inc. Financial Services	Reduced	92,114	-2,537	$15,967,961	−7.7%	0.80%
SLB	Slb Limited/Nv Energy	Reduced	308,543	-10,686	$15,856,024	+29.4%	0.80%
STAG	STAG Industrial, Inc. Real Estate	Reduced	438,312	-12,112	$15,805,530	−4.5%	0.80%
BDC	Belden Inc. Technology	Added	137,376	+6,923	$15,774,886	+3.8%	0.79%
SFNC	Simmons First National Corp Financial Services	NEW	809,473	NEW	$15,744,249	NEW	0.79%
INGR	Ingredion Inc Consumer Defensive	Reduced	138,904	-4,164	$15,648,924	−0.8%	0.79%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.