Leeward Investments, LLC - MA

Position in VIAV — Viavi Solutions Inc.

CIK 1923173 BOSTON, MA

Position in VIAV

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

Position Value

$48,457,941

+$1,058,169 QoQ

Shares Held

1,014,826

-28.7% QoQ

Ownership

0.411%

of shares outstanding

% of Portfolio

2.22%

of 13F equity value

Holder Rank

#48

of 565 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Technology · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $110,386,257 across 4 Communication Equipment names. VIAV ranks #1 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VIAV	Viavi Solutions Inc. This page	1,014,826	$48,457,941
2	HLIT	Harmonic Inc.	1,665,067	$27,190,544
3	BDC	Belden Inc.	154,231	$18,493,839
4	LITE	Lumentum Holdings Inc.	18,931	$16,243,933

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,457,941	1,014,826	-28.7%	Shares	Sole	2026-07-30
2026-03-31	$47,399,772	1,424,272	-11.3%	Shares	Sole	2026-04-17
2025-12-31	$28,602,703	1,605,090	-1.7%	Shares	Sole	2026-02-05
2025-09-30	$20,716,856	1,632,534	+11.5%	Shares	Sole	2025-11-07
2025-06-30	$14,739,328	1,463,687	-3.5%	Shares	Sole	2025-07-31
2025-03-31	$16,968,907	1,516,435	-4.4%	Shares	Sole	2025-04-29
2024-12-31	$16,024,114	1,586,546	-7.0%	Shares	Sole	2025-02-04
2024-09-30	$15,384,990	1,705,653	+17.1%	Shares	Sole	2024-10-31
2024-06-30	$10,003,400	1,456,099	-10.2%	Shares	Sole	2024-07-19
2024-03-31	$14,739,216	1,621,476	-0.8%	Shares	Sole	2024-04-19
2023-12-31	$16,467,521	1,635,305	-4.0%	Shares	Sole	2024-02-02
2023-09-30	$15,565,739	1,703,035	-7.1%	Shares	Sole	2023-10-11
2023-06-30	$20,768,479	1,833,052	+23.5%	Shares	Sole	2023-07-27
2023-03-31	$16,079,615	1,484,729	+3.7%	Shares	Sole	2023-04-20
2022-12-31	$15,041,081	1,431,121	-0.9%	Shares	Sole	2023-02-02
2022-09-30	$18,841,837	1,443,819	-1.9%	Shares	Sole	2022-10-24
2022-06-30	$19,467,614	1,471,475	-2.8%	Shares	Sole	2022-07-19
2022-03-31	$24,351,246	1,514,381	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.