Leeward Investments, LLC - MA

Position in HLIT — Harmonic Inc.

CIK 1923173 BOSTON, MA

Position in HLIT

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

Position Value

$27,190,544

+$11,927,221 QoQ

Shares Held

1,665,067

-2.0% QoQ

Ownership

1.53%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#15

of 258 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. HLIT ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VIAV	Viavi Solutions Inc.	1,014,826	$48,457,941
2	HLIT	Harmonic Inc. This page	1,665,067	$27,190,544
3	BDC	Belden Inc.	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	$27,190,544	1,665,067	-2.0%	Shares	Sole	2026-07-30
2026-03-31	$15,263,323	1,699,702	-2.5%	Shares	Sole	2026-04-17
2025-12-31	$17,239,832	1,743,158	+5.5%	Shares	Sole	2026-02-05
2025-09-30	$16,825,839	1,652,833	-2.1%	Shares	Sole	2025-11-07
2025-06-30	$15,989,621	1,688,450	-3.6%	Shares	Sole	2025-07-31
2025-03-31	$16,790,593	1,750,844	-4.5%	Shares	Sole	2025-04-29
2024-12-31	$24,243,048	1,832,430	-6.9%	Shares	Sole	2025-02-04
2024-09-30	$28,687,280	1,968,928	-0.4%	Shares	Sole	2024-10-31
2024-06-30	$23,257,119	1,975,966	+5.6%	Shares	Sole	2024-07-19
2024-03-31	$25,143,605	1,870,804	-4.2%	Shares	Sole	2024-04-19
2023-12-31	$25,462,660	1,952,658	-0.8%	Shares	Sole	2024-02-02
2023-09-30	$18,956,828	1,968,518	+61.4%	Shares	Sole	2023-10-11
2023-06-30	$19,727,804	1,220,025	-12.0%	Shares	Sole	2023-07-27
2023-03-31	$20,229,137	1,386,507	-4.7%	Shares	Sole	2023-04-20
2022-12-31	$19,064,312	1,455,291	-0.6%	Shares	Sole	2023-02-02
2022-09-30	$19,129,448	1,463,615	-1.9%	Shares	Sole	2022-10-24
2022-06-30	$12,933,637	1,491,769	-2.8%	Shares	Sole	2022-07-19
2022-03-31	$14,264,432	1,535,461	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.