Leeward Investments, LLC - MA
Top Portfolio Positions
140 positions ·
$2,001,866,424 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VIAV |
Viavi Solutions Inc.
Technology
|
1,424,272 | $47,399,772 | 2.37% | |
| PR |
Permian Resources Corp
Energy
|
1,931,383 | $41,177,085 | 2.06% | |
| RRX |
Regal Rexnord Corp
Industrials
|
219,686 | $41,138,400 | 2.06% | |
| CLH |
Clean Harbors Inc
Industrials
|
140,651 | $40,328,861 | 2.01% | |
| EHC |
Encompass Health Corp
Healthcare
|
337,161 | $32,613,583 | 1.63% | |
| ADC |
Agree Realty Corp
Real Estate
|
393,073 | $29,629,842 | 1.48% | |
| HXL |
Hexcel Corp /De/
Industrials
|
351,421 | $28,440,501 | 1.42% | |
| SXI |
Standex International Corp/De/
Industrials
|
106,543 | $27,153,548 | 1.36% | |
| NPO |
Enpro Inc.
Industrials
|
107,376 | $26,913,794 | 1.34% | |
| NMRK |
Newmark Group, Inc.
Real Estate
|
1,750,506 | $26,240,084 | 1.31% |
Portfolio Trend
17 quarters · across all stocks
Holdings in VLY
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,846,424 | 1,860,458 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $22,325,911 | 1,911,465 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $16,843,029 | 1,588,965 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $14,510,357 | 1,624,900 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $15,083,991 | 1,696,737 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,955,484 | 1,761,091 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $17,159,531 | 1,893,988 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $13,268,882 | 1,900,986 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $14,327,100 | 1,799,887 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $20,390,974 | 1,877,622 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $13,426,625 | 1,568,531 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,075,699 | 1,687,187 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $13,729,272 | 1,485,852 | Shares | Sole | 2023-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||