Leeward Investments, LLC - MA

Position in CBT — Cabot Corp

CIK 1923173 BOSTON, MA

Position in CBT

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

Position Value

$19,994,567

+$3,069,775 QoQ

Shares Held

220,156

-2.0% QoQ

Ownership

0.426%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#38

of 388 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Basic Materials · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $72,730,706 across 5 Specialty Chemicals names. CBT ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXTA	Axalta Coating Systems Ltd.	711,408	$24,344,381
2	CBT	Cabot Corp This page	220,156	$19,994,567
3	NGVT	Ingevity Corp	162,534	$12,136,413
4	IOSP	Innospec Inc.	125,308	$10,198,818
5	IFF	International Flavors & Fragrances Inc	76,452	$6,056,527

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,994,567	220,156	-2.0%	Shares	Sole	2026-07-30
2026-03-31	$16,924,792	224,735	-2.3%	Shares	Sole	2026-04-17
2025-12-31	$15,250,497	230,092	+15.6%	Shares	Sole	2026-02-05
2025-09-30	$15,142,771	199,116	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$15,271,200	203,616	+12.1%	Shares	Sole	2025-07-31
2025-03-31	$15,099,803	181,619	+13.3%	Shares	Sole	2025-04-29
2024-12-31	$14,632,062	160,246	-6.9%	Shares	Sole	2025-02-04
2024-09-30	$19,245,676	172,190	-0.4%	Shares	Sole	2024-10-31
2024-06-30	$15,882,267	172,840	+5.6%	Shares	Sole	2024-07-19
2024-03-31	$15,085,487	163,617	+41.1%	Shares	Sole	2024-04-19
2023-12-31	$9,680,572	115,935	-0.8%	Shares	Sole	2024-02-02
2023-09-30	$8,092,883	116,831	-7.1%	Shares	Sole	2023-10-11
2023-06-30	$8,411,216	125,747	-2.6%	Shares	Sole	2023-07-27
2023-03-31	$9,895,603	129,118	-4.7%	Shares	Sole	2023-04-20
2022-12-31	$9,060,563	135,556	-0.6%	Shares	Sole	2023-02-02
2022-09-30	$8,710,059	136,329	-2.0%	Shares	Sole	2022-10-24
2022-06-30	$8,872,551	139,090	-2.9%	Shares	Sole	2022-07-19
2022-03-31	$9,795,969	143,195	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.