Leeward Investments, LLC - MA

Position in NGVT — Ingevity Corp

CIK 1923173 BOSTON, MA

Position in NGVT

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

Position Value

$12,136,413

+$344,287 QoQ

Shares Held

162,534

-1.8% QoQ

Ownership

0.473%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#42

of 314 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Basic Materials · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $72,730,706 across 5 Specialty Chemicals names. NGVT ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXTA	Axalta Coating Systems Ltd.	711,408	$24,344,381
2	CBT	Cabot Corp	220,156	$19,994,567
3	NGVT	Ingevity Corp This page	162,534	$12,136,413
4	IOSP	Innospec Inc.	125,308	$10,198,818
5	IFF	International Flavors & Fragrances Inc	76,452	$6,056,527

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,136,413	162,534	-1.8%	Shares	Sole	2026-07-30
2026-03-31	$11,792,126	165,550	-2.7%	Shares	Sole	2026-04-17
2025-12-31	$10,067,464	170,116	-0.5%	Shares	Sole	2026-02-05
2025-09-30	$9,434,399	170,944	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$7,531,399	174,783	-3.7%	Shares	Sole	2025-07-31
2025-03-31	$7,186,495	181,523	-4.1%	Shares	Sole	2025-04-29
2024-12-31	$7,715,890	189,347	+8.0%	Shares	Sole	2025-02-04
2024-09-30	$6,839,157	175,363	-14.3%	Shares	Sole	2024-10-31
2024-06-30	$8,943,328	204,606	-27.4%	Shares	Sole	2024-07-19
2024-03-31	$13,451,781	282,008	-0.9%	Shares	Sole	2024-04-19
2023-12-31	$13,431,587	284,447	-4.0%	Shares	Sole	2024-02-02
2023-09-30	$14,101,415	296,186	+46.6%	Shares	Sole	2023-10-11
2023-06-30	$11,753,089	202,082	-1.9%	Shares	Sole	2023-07-27
2023-03-31	$14,736,266	206,044	+4.4%	Shares	Sole	2023-04-20
2022-12-31	$13,898,516	197,310	-0.6%	Shares	Sole	2023-02-02
2022-09-30	$12,031,720	198,445	+25.6%	Shares	Sole	2022-10-24
2022-06-30	$9,979,403	158,052	-2.9%	Shares	Sole	2022-07-19
2022-03-31	$10,427,648	162,754	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.