Leeward Investments, LLC - MA

Position in SR — Spire Inc

CIK 1923173 BOSTON, MA

Position in SR

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

Position Value

$10,788,992

-$1,979,411 QoQ

Shares Held

138,161

-2.0% QoQ

Ownership

0.234%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#55

of 393 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Utilities · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $20,862,008 across 2 Utilities - Regulated Gas names. SR ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SR	Spire Inc This page	138,161	$10,788,992
2	BKH	Black Hills Corp /Sd/	135,390	$10,073,016

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,788,992	138,161	-2.0%	Shares	Sole	2026-07-30
2026-03-31	$12,768,403	141,025	+19.4%	Shares	Sole	2026-04-17
2025-12-31	$9,767,035	118,102	+14.1%	Shares	Sole	2026-02-05
2025-09-30	$8,438,624	103,516	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$7,725,042	105,837	-3.7%	Shares	Sole	2025-07-31
2025-03-31	$8,601,709	109,926	-4.2%	Shares	Sole	2025-04-29
2024-12-31	$7,780,914	114,712	-7.0%	Shares	Sole	2025-02-04
2024-09-30	$8,295,982	123,287	-0.3%	Shares	Sole	2024-10-31
2024-06-30	$7,512,240	123,699	+5.6%	Shares	Sole	2024-07-19
2024-03-31	$7,188,390	117,132	-4.1%	Shares	Sole	2024-04-19
2023-12-31	$7,613,521	122,129	-0.7%	Shares	Sole	2024-02-02
2023-09-30	$6,960,811	123,026	-7.2%	Shares	Sole	2023-10-11
2023-06-30	$8,405,926	132,502	-2.6%	Shares	Sole	2023-07-27
2023-03-31	$9,541,635	136,037	-4.7%	Shares	Sole	2023-04-20
2022-12-31	$9,832,657	142,792	-0.6%	Shares	Sole	2023-02-02
2022-09-30	$8,951,148	143,609	-2.0%	Shares	Sole	2022-10-24
2022-06-30	$10,897,064	146,525	-2.8%	Shares	Sole	2022-07-19
2022-03-31	$10,816,671	150,734	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.