Leeward Investments, LLC - MA: 13F holdings
CIK 19231732026Q2
| Positions | 140 |
|---|
| Reported value | $2.2bn |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 140 (-2 vs prior quarter) |
|---|
| Reported value | $2.2bn (+8.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ROG ROGERS CORP | 313,859 | $51.4m | 2.3% |
| RRX REGAL REXNORD CORPORATION | 213,781 | $50.9m | 2.3% |
| VIAV VIAVI SOLUTIONS INC | 1,014,826 | $48.5m | 2.2% |
| CLH CLEAN HARBORS INC | 135,566 | $40.5m | 1.8% |
| NPO ENPRO INC | 105,620 | $39.8m | 1.8% |
| COHU COHU INC | 528,519 | $39.1m | 1.8% |
| SXI STANDEX INTL CORP | 104,823 | $37.5m | 1.7% |
| PR PERMIAN RESOURCES CORP | 1,874,823 | $34.5m | 1.6% |
| HXL HEXCEL CORP NEW | 339,094 | $33.9m | 1.5% |
| EHC ENCOMPASS HEALTH CORP | 327,277 | $33.1m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1923173")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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