Leeward Investments, LLC - MA

Position in FAF — First American Financial Corp

CIK 1923173 BOSTON, MA

Position in FAF

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

Position Value

$12,594,975

+$1,287,767 QoQ

Shares Held

183,627

-2.1% QoQ

Ownership

0.180%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#68

of 467 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Financial Services · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $38,196,447 across 3 Insurance - Specialty names. FAF ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTG	Mgic Investment Corp	553,381	$15,605,344
2	FAF	First American Financial Corp This page	183,627	$12,594,975
3	NMIH	NMI Holdings, Inc.	243,274	$9,996,128

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,594,975	183,627	-2.1%	Shares	Sole	2026-07-30
2026-03-31	$11,307,208	187,547	-2.7%	Shares	Sole	2026-04-17
2025-12-31	$11,841,085	192,726	-0.6%	Shares	Sole	2026-02-05
2025-09-30	$12,449,968	193,804	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$12,165,349	198,165	-3.7%	Shares	Sole	2025-07-31
2025-03-31	$13,504,160	205,762	-4.3%	Shares	Sole	2025-04-29
2024-12-31	$13,419,542	214,919	-6.9%	Shares	Sole	2025-02-04
2024-09-30	$15,242,831	230,917	-0.3%	Shares	Sole	2024-10-31
2024-06-30	$12,501,024	231,715	+5.6%	Shares	Sole	2024-07-19
2024-03-31	$13,401,512	219,517	-4.1%	Shares	Sole	2024-04-19
2023-12-31	$14,751,604	228,920	-0.8%	Shares	Sole	2024-02-02
2023-09-30	$13,032,638	230,707	-7.1%	Shares	Sole	2023-10-11
2023-06-30	$14,152,763	248,207	-1.2%	Shares	Sole	2023-07-27
2023-03-31	$13,988,638	251,323	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.