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 VMI
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,922,931 | 57,369 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $23,504,741 | 58,423 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $22,981,144 | 59,271 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $19,789,488 | 60,598 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $15,599,465 | 54,664 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $17,511,470 | 57,102 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $17,766,396 | 61,274 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $14,853,234 | 54,120 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $11,697,067 | 51,240 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $12,470,601 | 53,405 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $12,938,191 | 53,862 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $18,327,709 | 62,971 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $20,644,006 | 64,658 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $21,933,671 | 66,331 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $18,347,820 | 68,304 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $12,205,271 | 54,335 | Shares | Sole | 2022-07-19 | |
| No 13F history on record for this holder in this stock. | ||||||