Leeward Investments, LLC - MA

Position in MTG — Mgic Investment Corp

CIK 1923173 BOSTON, MA

Position in MTG

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

Position Value

$15,605,344

+$759,972 QoQ

Shares Held

553,381

-2.1% QoQ

Ownership

0.270%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#47

of 505 holders

Holding Since

Mar 2022

18 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. MTG ranks #1 (40.9% of the industry book) .

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

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,605,344	553,381	-2.1%	Shares	Sole	2026-07-30
2026-03-31	$14,845,372	565,538	-2.3%	Shares	Sole	2026-04-17
2025-12-31	$16,905,844	578,571	-0.9%	Shares	Sole	2026-02-05
2025-09-30	$16,568,080	584,000	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$16,625,379	597,176	-3.5%	Shares	Sole	2025-07-31
2025-03-31	$15,338,126	618,972	-4.5%	Shares	Sole	2025-04-29
2024-12-31	$15,359,527	647,808	-6.9%	Shares	Sole	2025-02-04
2024-09-30	$17,816,704	695,965	-0.3%	Shares	Sole	2024-10-31
2024-06-30	$15,048,666	698,314	+5.6%	Shares	Sole	2024-07-19
2024-03-31	$14,784,767	661,215	-4.1%	Shares	Sole	2024-04-19
2023-12-31	$13,302,017	689,581	-0.8%	Shares	Sole	2024-02-02
2023-09-30	$11,598,398	694,931	-7.1%	Shares	Sole	2023-10-11
2023-06-30	$11,810,367	747,965	-2.6%	Shares	Sole	2023-07-27
2023-03-31	$10,307,606	768,078	-4.7%	Shares	Sole	2023-04-20
2022-12-31	$10,482,056	806,312	-20.1%	Shares	Sole	2023-02-02
2022-09-30	$12,942,431	1,009,550	-1.9%	Shares	Sole	2022-10-24
2022-06-30	$12,963,888	1,028,880	-2.8%	Shares	Sole	2022-07-19
2022-03-31	$14,346,387	1,058,774	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.