Leeward Investments, LLC - MA

Position in VVV — Valvoline Inc

CIK 1923173 BOSTON, MA

Position in VVV

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

Position Value

$23,862,943

+$2,880,270 QoQ

Shares Held

603,514

-3.1% QoQ

Ownership

0.473%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#57

of 447 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Consumer Cyclical · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $39,333,678 across 2 Auto & Truck Dealerships names. VVV ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VVV	Valvoline Inc This page	603,514	$23,862,943
2	GPI	Group 1 Automotive Inc	53,133	$15,470,735

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,862,943	603,514	-3.1%	Shares	Sole	2026-07-30
2026-03-31	$20,982,673	623,001	+4.9%	Shares	Sole	2026-04-17
2025-12-31	$17,259,140	593,914	+11.9%	Shares	Sole	2026-02-05
2025-09-30	$19,052,445	530,561	-2.8%	Shares	Sole	2025-11-07
2025-06-30	$20,661,872	545,600	-0.8%	Shares	Sole	2025-07-31
2025-03-31	$19,141,253	549,878	-4.0%	Shares	Sole	2025-04-29
2024-12-31	$20,728,209	572,919	-5.5%	Shares	Sole	2025-02-04
2024-09-30	$25,364,531	606,082	-9.6%	Shares	Sole	2024-10-31
2024-06-30	$28,974,974	670,717	+0.8%	Shares	Sole	2024-07-19
2024-03-31	$29,663,073	665,539	-0.1%	Shares	Sole	2024-04-19
2023-12-31	$25,044,176	666,423	-1.6%	Shares	Sole	2024-02-02
2023-09-30	$21,837,248	677,334	-4.4%	Shares	Sole	2023-10-11
2023-06-30	$26,570,133	708,348	-28.1%	Shares	Sole	2023-07-27
2023-03-31	$34,421,210	985,152	+12.5%	Shares	Sole	2023-04-20
2022-12-31	$28,581,059	875,377	-1.3%	Shares	Sole	2023-02-02
2022-09-30	$22,473,741	886,888	+12.7%	Shares	Sole	2022-10-24
2022-06-30	$22,680,503	786,698	+0.2%	Shares	Sole	2022-07-19
2022-03-31	$24,781,290	785,212	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.