Leeward Investments, LLC - MA

Est. AUM

$2.03B

13F long equity, this entity only

Positions

142

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VIAVI SOLUTIONS INC	COM	$47.4M	1424272	2.34%	SOLE
2	PERMIAN RESOURCES CORP	CLASS A COM	$41.2M	1931383	2.03%	SOLE
3	REGAL REXNORD CORPORATION	COM	$41.1M	219686	2.03%	SOLE
4	CLEAN HARBORS INC	COM	$40.3M	140651	1.99%	SOLE
5	ENCOMPASS HEALTH CORP	COM	$32.6M	337161	1.61%	SOLE
6	AGREE RLTY CORP	COM	$29.6M	393073	1.46%	SOLE
7	HEXCEL CORP NEW	COM	$28.4M	351421	1.40%	SOLE
8	STANDEX INTL CORP	COM	$27.2M	106543	1.34%	SOLE
9	ENPRO INC	COM	$26.9M	107376	1.33%	SOLE
10	NEWMARK GROUP INC	CL A	$26.2M	1750506	1.29%	SOLE
11	KEYSIGHT TECHNOLOGIES INC	COM	$25.8M	91343	1.27%	SOLE
12	SILICON LABORATORIES INC	COM	$25.5M	122592	1.26%	SOLE
13	GATES INDL CORP PLC	ORD SHS	$24.6M	1087544	1.21%	SOLE
14	LUMENTUM HLDGS INC	COM	$24.5M	34888	1.21%	SOLE
15	COLUMBIA BKG SYS INC	COM	$24.1M	880432	1.19%	SOLE
16	PERFORMANCE FOOD GROUP CO	COM	$23.6M	275068	1.16%	SOLE
17	WINTRUST FINL CORP	COM	$23.5M	168932	1.16%	SOLE
18	IDACORP INC	COM	$23.3M	162960	1.15%	SOLE
19	VALMONT INDS INC	COM	$22.9M	57369	1.13%	SOLE
20	VALLEY NATL BANCORP	COM	$22.8M	1860458	1.13%	SOLE
21	PRESTIGE CONSMR HEALTHCARE I	COM	$22.3M	376808	1.10%	SOLE
22	FIRST HORIZON CORPORATION	COM	$22.3M	978868	1.10%	SOLE
23	INSTALLED BLDG PRODS INC	COM	$22.1M	83374	1.09%	SOLE
24	CACI INTL INC	CL A	$21.5M	39479	1.06%	SOLE
25	HURON CONSULTING GROUP INC	COM	$21.2M	165950	1.04%	SOLE
26	FIRST INTST BANCSYSTEM INC	COM	$21.1M	631978	1.04%	SOLE
27	VALVOLINE INC	COM	$21.0M	623001	1.03%	SOLE
28	AXALTA COATING SYS LTD	COM	$20.4M	736450	1.01%	SOLE
29	NATIONAL BK HLDGS CORP	CL A	$20.4M	519920	1.00%	SOLE
30	ITT INC	COM	$20.3M	106550	1.00%	SOLE
31	STARWOOD PPTY TR INC	COM	$20.3M	1177955	1.00%	SOLE
32	INDEPENDENT BK CORP MASS	COM	$20.0M	266073	0.99%	SOLE
33	OLD NATL BANCORP IND	COM	$20.0M	904960	0.99%	SOLE
34	COHU INC	COM	$19.8M	646133	0.98%	SOLE
35	VOYA FINANCIAL INC	COM	$19.8M	289498	0.98%	SOLE
36	MURPHY USA INC	COM	$19.7M	39805	0.97%	SOLE
37	WESCO INTL INC	COM	$18.9M	69059	0.93%	SOLE
38	ASSOCIATED BANC-CORP	COM	$18.7M	724583	0.92%	SOLE
39	KORN FERRY	COM NEW	$18.7M	297054	0.92%	SOLE
40	FB FINL CORP	COM	$18.7M	359618	0.92%	SOLE
41	GROUP 1 AUTOMOTIVE INC	COM	$17.9M	54244	0.88%	SOLE
42	COPT DEFENSE PROPERTIES	SHS BEN INT	$17.7M	578238	0.87%	SOLE
43	EXPRO GROUP HOLDINGS NV	COM	$16.9M	973478	0.84%	SOLE
44	CABOT CORP	COM	$16.9M	224735	0.83%	SOLE
45	AKAMAI TECHNOLOGIES INC	COM	$16.4M	143156	0.81%	SOLE
46	HANOVER INS GROUP INC	COM	$16.0M	92114	0.79%	SOLE
47	SLB LIMITED	COM STK	$15.9M	308543	0.78%	SOLE
48	STAG INDUSTRIAL INC	COM	$15.8M	438312	0.78%	SOLE
49	BELDEN INC	COM	$15.8M	137376	0.78%	SOLE
50	SIMMONS FIRST NATL CORP	CL A $1 PAR	$15.7M	809473	0.78%	SOLE

1–50 of 142

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.