Leeward Investments, LLC - MA

CIK

1923173

Location

BOSTON, MA

Portfolio Value

Mid $2,001,866,424

Diversification

Diversified

Filing Date

Global Rank

#995 / 8,232 ▲ 106

Top Industry

Banks - Regional 13.8%

3Y Alpha vs SPY

-2.7%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

17 quarters · since Mar 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.8%

SPY

+76.3%

Annualised alpha

-2.7%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

2.4%

+0.2 pts

Top 5

10.1%

+0.6 pts

Top 10

17.0%

−0.1 pts

HHI

Diversified+0

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	20.8%	$416,277,600	29
Industrials	19.2%	$385,156,963	22
Technology	14.3%	$285,747,126	16
Consumer Cyclical	10.2%	$203,297,833	19
Real Estate	8.3%	$166,325,223	11
Healthcare	7.9%	$157,280,205	13
Utilities	6.2%	$123,249,297	10
Energy	6.1%	$121,832,608	7
Consumer Defensive	3.7%	$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
XPRO	Expro Group Holdings N.V.	−27,209	973,478	$16,948,251
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-WI	Enviri II 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
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	TopBuild Corp	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

140 positions · $2,001,866,424 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 140 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%	2.37%
PR	Permian Resources Corp Energy	Reduced	1,931,383	-65,623	$41,177,085	+47.0%	2.06%
RRX	Regal Rexnord Corp Industrials	Reduced	219,686	-12,880	$41,138,400	+26.1%	2.06%
CLH	Clean Harbors Inc Industrials	Reduced	140,651	-4,323	$40,328,861	+18.6%	2.01%
EHC	Encompass Health Corp Healthcare	Added	337,161	+3,182	$32,613,583	−8.0%	1.63%
ADC	Agree Realty Corp Real Estate	Reduced	393,073	-11,786	$29,629,842	+1.6%	1.48%
HXL	Hexcel Corp /De/ Industrials	Reduced	351,421	-10,732	$28,440,501	+6.3%	1.42%
SXI	Standex International Corp/De/ Industrials	Reduced	106,543	-2,103	$27,153,548	+15.0%	1.36%
NPO	Enpro Inc. Industrials	Reduced	107,376	-3,552	$26,913,794	+13.3%	1.34%
NMRK	Newmark Group, Inc. Real Estate	Reduced	1,750,506	-32,432	$26,240,084	−15.1%	1.31%
KEYS	Keysight Technologies, Inc. Technology	Reduced	91,343	-7,298	$25,792,522	+28.7%	1.29%
SLAB	Silicon Laboratories Inc. Technology	Reduced	122,592	-4,052	$25,517,524	+54.2%	1.27%
GTES	Gates Industrial Corp plc Industrials	Reduced	1,087,544	-30,012	$24,589,369	+2.5%	1.23%
LITE	Lumentum Holdings Inc. Technology	Reduced	34,888	-79,390	$24,517,890	−41.8%	1.22%
COLB	Columbia Banking System, Inc. Financial Services	Reduced	880,432	-24,277	$24,150,249	−4.5%	1.21%
PFGC	Performance Food Group Co Consumer Defensive	Added	275,068	+94,644	$23,562,324	+45.2%	1.18%
WTFC	Wintrust Financial Corp Financial Services	Reduced	168,932	-3,328	$23,471,412	−2.5%	1.17%
IDA	Idacorp Inc Utilities	Reduced	162,960	-4,491	$23,298,391	+9.9%	1.16%
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%	1.14%
PBH	Prestige Consumer Healthcare Inc. Healthcare	Reduced	376,808	-10,513	$22,333,410	−6.5%	1.12%
FHN	First Horizon Corp Financial Services	Reduced	978,868	-693,374	$22,279,035	−44.3%	1.11%
IBP	Installed Building Products, Inc. Consumer Cyclical	Reduced	83,374	-2,305	$22,106,616	−0.5%	1.10%
CACI	Caci International Inc /De/ Technology	Reduced	39,479	-777	$21,471,443	+0.1%	1.07%
HURN	Huron Consulting Group Inc. Industrials	Reduced	165,950	-2,362	$21,156,965	−27.3%	1.06%
FIBK	First Interstate Bancsystem Inc Financial Services	Reduced	631,978	-17,340	$21,108,065	−6.0%	1.05%
VVV	Valvoline Inc Consumer Cyclical	Added	623,001	+29,087	$20,982,673	+21.6%	1.05%
AXTA	Axalta Coating Systems Ltd. Basic Materials	Reduced	736,450	-22,268	$20,399,665	−16.8%	1.02%
NBHC	National Bank Holdings Corp Financial Services	Reduced	519,920	-14,291	$20,360,067	+0.3%	1.02%
ITT	Itt Inc. Industrials	Reduced	106,550	-1,542	$20,300,971	+8.2%	1.01%
STWD	Starwood Property Trust, Inc. Real Estate	Reduced	1,177,955	-35,341	$20,284,385	−7.2%	1.01%
INDB	Independent Bank Corp Financial Services	Reduced	266,073	-7,317	$20,011,350	+0.2%	1.00%
ONB	Old National Bancorp /In/ Financial Services	Reduced	904,960	-24,966	$19,999,616	−3.6%	1.00%
COHU	Cohu Inc Technology	Added	646,133	+24,755	$19,784,592	+36.8%	0.99%
VOYA	Voya Financial, Inc. Financial Services	Added	289,498	+41,014	$19,778,503	+6.9%	0.99%
MUSA	Murphy USA Inc. Consumer Cyclical	Added	39,805	+8,160	$19,662,475	+54.0%	0.98%
WCC	Wesco International Inc Industrials	Reduced	69,059	-2,392	$18,895,923	+8.1%	0.94%
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%	0.93%
FBK	FB Financial Corp Financial Services	Reduced	359,618	-9,903	$18,678,558	−9.4%	0.93%
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%	0.88%
XPRO	Expro Group Holdings N.V. Energy	Reduced	973,478	-27,209	$16,948,251	+26.9%	0.85%
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%	0.82%
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%	0.79%
STAG	STAG Industrial, Inc. Real Estate	Reduced	438,312	-12,112	$15,805,530	−4.5%	0.79%
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%