Position in NPO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$39,811,346
+$12,897,552 QoQ
Shares Held
105,620
-1.6% QoQ
Ownership
0.499%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#39
of 407 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in NPO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Leeward Investments, LLC - MA holds $225,442,147 across 9 Specialty Industrial Machinery names. NPO ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RRX |
Regal Rexnord Corp
|
213,781 | $50,920,496 | |
| 2 | NPO |
Enpro Inc.
This page
|
105,620 | $39,811,346 | |
| 3 | SXI |
Standex International Corp/De/
|
104,823 | $37,492,042 | |
| 4 | GTES |
Gates Industrial Corp Ltd.
|
1,064,115 | $29,763,296 | |
| 5 | ITT |
Itt Inc.
|
104,308 | $20,627,950 | |
| 6 | HLIO |
Helios Technologies, Inc.
|
209,025 | $18,655,481 | |
| 7 | DOV |
DOVER Corp
|
55,761 | $12,506,077 | |
| 8 | EPAC |
Enerpac Tool Group Corp
|
238,308 | $8,545,724 |
All Filings in NPO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,811,346 | 105,620 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $26,913,794 | 107,376 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $23,753,012 | 110,928 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $25,193,350 | 111,475 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $21,831,528 | 113,973 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $19,108,693 | 118,108 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $21,315,682 | 123,605 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $21,537,666 | 132,801 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $19,396,037 | 133,242 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $21,294,048 | 126,172 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $20,624,946 | 131,587 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $16,070,521 | 132,606 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $19,046,318 | 142,637 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $15,214,274 | 146,446 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $16,711,739 | 153,756 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $15,366,848 | 180,829 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $16,497,588 | 201,362 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $20,265,195 | 207,359 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||