Leeward Investments, LLC - MA

Position in NMIH — NMI Holdings, Inc.

CIK 1923173 BOSTON, MA

Position in NMIH

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

Position Value

$9,996,128

+$669,942 QoQ

Shares Held

243,274

-2.2% QoQ

Ownership

0.323%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#54

of 355 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. NMIH ranks #3 (26.2% of the industry book) .

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

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,996,128	243,274	-2.2%	Shares	Sole	2026-07-30
2026-03-31	$9,326,186	248,632	-2.3%	Shares	Sole	2026-04-17
2025-12-31	$10,375,425	254,362	-0.9%	Shares	Sole	2026-02-05
2025-09-30	$9,843,411	256,740	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$11,076,098	262,529	-3.5%	Shares	Sole	2025-07-31
2025-03-31	$9,808,988	272,094	-4.5%	Shares	Sole	2025-04-29
2024-12-31	$10,468,439	284,778	-6.9%	Shares	Sole	2025-02-04
2024-09-30	$12,602,162	305,952	-0.3%	Shares	Sole	2024-10-31
2024-06-30	$10,449,769	306,985	+5.6%	Shares	Sole	2024-07-19
2024-03-31	$9,400,914	290,690	-4.1%	Shares	Sole	2024-04-19
2023-12-31	$8,997,788	303,160	-0.8%	Shares	Sole	2024-02-02
2023-09-30	$8,276,103	305,504	-7.1%	Shares	Sole	2023-10-11
2023-06-30	$8,490,132	328,820	-2.6%	Shares	Sole	2023-07-27
2023-03-31	$7,539,813	337,654	-4.7%	Shares	Sole	2023-04-20
2022-12-31	$7,408,757	354,486	-30.6%	Shares	Sole	2023-02-02
2022-09-30	$10,409,721	511,032	-1.9%	Shares	Sole	2022-10-24
2022-06-30	$8,671,769	520,827	-2.9%	Shares	Sole	2022-07-19
2022-03-31	$11,059,990	536,372	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.