Leeward Investments, LLC - MA
Top Portfolio Positions
140 positions ·
$2,016,356,421 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| VIAV |
Viavi Solutions Inc.
Technology
|
1,424,272 | $47,399,772 | 2.35% |
| PR |
Permian Resources Corp
Energy
|
1,931,383 | $41,177,085 | 2.04% |
| RRX |
Regal Rexnord Corp
Industrials
|
219,686 | $41,138,400 | 2.04% |
| CLH |
Clean Harbors Inc
Industrials
|
140,651 | $40,328,861 | 2.00% |
| EHC |
Encompass Health Corp
Healthcare
|
337,161 | $32,613,583 | 1.62% |
| ADC |
Agree Realty Corp
Real Estate
|
393,073 | $29,629,842 | 1.47% |
| HXL |
Hexcel Corp /De/
Industrials
|
351,421 | $28,440,501 | 1.41% |
| SXI |
Standex International Corp/De/
Industrials
|
106,543 | $27,153,548 | 1.35% |
| NPO |
Enpro Inc.
Industrials
|
107,376 | $26,913,794 | 1.33% |
| NMRK |
Newmark Group, Inc.
Real Estate
|
1,750,506 | $26,240,084 | 1.30% |
Holdings in EXP
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,173,630 | 43,144 | Shares | Sole | 2026-04-17 | |
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