Leeward Investments, LLC - MA

Position in BDC — Belden Inc.

CIK 1923173 BOSTON, MA

Position in BDC

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$18,493,839

+$2,718,953 QoQ

Shares Held

154,231

+12.3% QoQ

Ownership

0.395%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#46

of 371 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Technology · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $110,386,257 across 4 Communication Equipment names. BDC ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VIAV	Viavi Solutions Inc.	1,014,826	$48,457,941
2	HLIT	Harmonic Inc.	1,665,067	$27,190,544
3	BDC	Belden Inc. This page	154,231	$18,493,839
4	LITE	Lumentum Holdings Inc.	18,931	$16,243,933

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,493,839	154,231	+12.3%	Shares	Sole	2026-07-30
2026-03-31	$15,774,886	137,376	+5.3%	Shares	Sole	2026-04-17
2025-12-31	$15,204,297	130,453	+54.5%	Shares	Sole	2026-02-05
2025-09-30	$10,154,035	84,427	+10.8%	Shares	Sole	2025-11-07
2025-06-30	$8,820,486	76,170	-3.6%	Shares	Sole	2025-07-31
2025-03-31	$7,922,256	79,025	+16.5%	Shares	Sole	2025-04-29
2024-12-31	$7,641,038	67,854	-6.9%	Shares	Sole	2025-02-04
2024-09-30	$8,539,479	72,906	-0.3%	Shares	Sole	2024-10-31
2024-06-30	$6,862,408	73,160	+5.6%	Shares	Sole	2024-07-19
2024-03-31	$6,413,705	69,255	-4.1%	Shares	Sole	2024-04-19
2023-12-31	$5,578,531	72,214	-41.8%	Shares	Sole	2024-02-02
2023-09-30	$11,978,765	124,068	-7.0%	Shares	Sole	2023-10-11
2023-06-30	$12,765,162	133,457	-16.1%	Shares	Sole	2023-07-27
2023-03-31	$13,808,404	159,138	-14.5%	Shares	Sole	2023-04-20
2022-12-31	$13,382,531	186,127	-10.9%	Shares	Sole	2023-02-02
2022-09-30	$12,534,876	208,845	-1.9%	Shares	Sole	2022-10-24
2022-06-30	$11,338,040	212,841	-2.9%	Shares	Sole	2022-07-19
2022-03-31	$12,137,696	219,092	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.