Leeward Investments, LLC - MA

Position in MUSA — Murphy USA Inc.

CIK 1923173 BOSTON, MA

Position in MUSA

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$19,662,475

+$6,893,085 QoQ

Shares Held

39,805

+25.8% QoQ

Ownership

0.216%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 84.70543901519909.ToString("F0")% Shared 0.ToString("F0")% None 15.294560984800903.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Leeward Investments, LLC - MA holds $25,486,082 across 2 Specialty Retail names. MUSA ranks #1 (77.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MUSA	Murphy USA Inc. This page	39,805	$19,662,475
2	CASY	Caseys General Stores Inc	8,001	$5,823,607

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,662,475	39,805	+25.8%	Shares	Sole	2026-04-17
2025-12-31	$12,769,390	31,645	-0.5%	Shares	Sole	2026-02-05
2025-09-30	$12,350,938	31,811	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$13,231,576	32,526	-3.8%	Shares	Sole	2025-07-31
2025-03-31	$15,885,215	33,812	-35.8%	Shares	Sole	2025-04-29
2024-12-31	$26,433,695	52,683	-6.9%	Shares	Sole	2025-02-04
2024-09-30	$27,900,877	56,609	-0.4%	Shares	Sole	2024-10-31
2024-06-30	$26,683,636	56,839	-16.7%	Shares	Sole	2024-07-19
2024-03-31	$28,614,172	68,259	-4.0%	Shares	Sole	2024-04-19
2023-12-31	$25,364,608	71,137	-14.3%	Shares	Sole	2024-02-02
2023-09-30	$28,374,867	83,033	-7.1%	Shares	Sole	2023-10-11
2023-06-30	$27,798,922	89,354	+25.7%	Shares	Sole	2023-07-27
2023-03-31	$18,336,258	71,057	-4.7%	Shares	Sole	2023-04-20
2022-12-31	$20,853,684	74,600	-0.6%	Shares	Sole	2023-02-02
2022-09-30	$20,622,098	75,014	-54.1%	Shares	Sole	2022-10-24
2022-06-30	$38,094,737	163,588	-2.8%	Shares	Sole	2022-07-19
2022-03-31	$33,647,469	168,271	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.