Position in PH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,119,735
+$224,597 QoQ
Shares Held
7,279
-5.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#501
of 1,971 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PH 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. PH ranks #9 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RRX |
Regal Rexnord Corp
|
213,781 | $50,920,496 | |
| 2 | NPO |
Enpro Inc.
|
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 PH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,119,735 | 7,279 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,895,138 | 7,702 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,993,884 | 7,957 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,542,075 | 13,905 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,061,460 | 14,405 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $8,912,296 | 14,662 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,987,257 | 18,847 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $12,382,408 | 19,598 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $12,394,368 | 24,504 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $14,243,230 | 25,627 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $13,182,469 | 28,614 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $11,443,318 | 29,378 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $11,583,017 | 29,697 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $12,810,496 | 38,114 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $11,281,488 | 38,768 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $9,508,244 | 39,240 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $9,734,968 | 39,565 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $11,322,307 | 39,901 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||