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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in IART
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,349,290 | 355,551 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,533,697 | 365,032 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,257,891 | 366,915 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,598,906 | 374,809 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $8,548,568 | 388,748 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,196,876 | 405,506 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,833,809 | 376,104 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $17,490,061 | 600,208 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $16,038,927 | 452,438 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $16,731,518 | 384,191 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $14,787,473 | 387,208 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $17,142,325 | 416,784 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $20,116,693 | 350,404 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $20,623,106 | 367,810 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $15,665,787 | 369,825 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $14,934,324 | 276,408 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $14,478,677 | 225,314 | Shares | Sole | 2022-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||