Leeward Investments, LLC - MA

CIK

1923173

City

BOSTON

State / Country

MA

Stock

FAF — First American Financial Corp

Top Portfolio Positions

140 positions · $2,001,866,424 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
VIAV	Viavi Solutions Inc. Technology	1,424,272	$47,399,772	2.37%
PR	Permian Resources Corp Energy	1,931,383	$41,177,085	2.06%
RRX	Regal Rexnord Corp Industrials	219,686	$41,138,400	2.06%
CLH	Clean Harbors Inc Industrials	140,651	$40,328,861	2.01%
EHC	Encompass Health Corp Healthcare	337,161	$32,613,583	1.63%
ADC	Agree Realty Corp Real Estate	393,073	$29,629,842	1.48%
HXL	Hexcel Corp /De/ Industrials	351,421	$28,440,501	1.42%
SXI	Standex International Corp/De/ Industrials	106,543	$27,153,548	1.36%
NPO	Enpro Inc. Industrials	107,376	$26,913,794	1.34%
NMRK	Newmark Group, Inc. Real Estate	1,750,506	$26,240,084	1.31%

Portfolio Trend

17 quarters · across all stocks

Holdings in FAF

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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 13F history on record for this holder in this stock.