Leeward Investments, LLC - MA

Position in LITE — Lumentum Holdings Inc.

CIK 1923173 BOSTON, MA

Position in LITE

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

Position Value

$16,243,933

-$8,273,957 QoQ

Shares Held

18,931

-45.7% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#272

of 1,305 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $110,386,257 across 4 Communication Equipment names. LITE ranks #4 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VIAV	Viavi Solutions Inc.	1,014,826	$48,457,941
2	HLIT	Harmonic Inc.	1,665,067	$27,190,544
3	BDC	Belden Inc.	154,231	$18,493,839
4	LITE	Lumentum Holdings Inc. This page	18,931	$16,243,933

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,243,933	18,931	-45.7%	Shares	Sole	2026-07-30
2026-03-31	$24,517,890	34,888	-69.5%	Shares	Sole	2026-04-17
2025-12-31	$42,121,728	114,278	-61.4%	Shares	Sole	2026-02-05
2025-09-30	$48,181,197	296,117	-42.7%	Shares	Sole	2025-11-07
2025-06-30	$49,091,930	516,431	+14.8%	Shares	Sole	2025-07-31
2025-03-31	$28,046,142	449,890	+28.6%	Shares	Sole	2025-04-29
2024-12-31	$29,365,458	349,797	-6.9%	Shares	Sole	2025-02-04
2024-09-30	$23,820,422	375,835	-0.3%	Shares	Sole	2024-10-31
2024-06-30	$19,204,579	377,152	+5.6%	Shares	Sole	2024-07-19
2024-03-31	$16,908,969	357,106	-0.8%	Shares	Sole	2024-04-19
2023-12-31	$18,877,962	360,129	+28.5%	Shares	Sole	2024-02-02
2023-09-30	$12,664,631	280,315	-7.1%	Shares	Sole	2023-10-11
2023-06-30	$17,118,504	301,754	+2.3%	Shares	Sole	2023-07-27
2023-03-31	$15,935,542	295,048	+15.3%	Shares	Sole	2023-04-20
2022-12-31	$13,352,598	255,944	+19.3%	Shares	Sole	2023-02-02
2022-09-30	$14,714,847	214,596	+40.8%	Shares	Sole	2022-10-24
2022-06-30	$12,108,849	152,466	-2.9%	Shares	Sole	2022-07-19
2022-03-31	$15,325,054	157,019	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.