Leeward Investments, LLC - MA

Q2 2025 13F Holdings

  • Location
    boston, MA
  • Num holdings

    141

  • Value ($000)

    $1,878,883

  • Date Filed
    07/31/2025
  • Form type
    13F-HR
  • CIK
    0001923173
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
LITE
LITE

LUMENTUM HLDGS INC

COM
55024U109
$49.09 M
3 %

516,431

EHC
EHC

ENCOMPASS HEALTH CORP

COM
29261A100
$43.06 M
2 %

351,121

FHN
FHN

FIRST HORIZON CORPORATION

COM
320517105
$37.65 M
2 %

1,775,903

CLH
CLH

CLEAN HARBORS INC

COM
184496107
$35.49 M
2 %

153,526

PFZ
PFZ

PINNACLE FINL PARTNERS INC

COM
72346Q104
$31.50 M
2 %

285,333

ADC
ADC

AGREE RLTY CORP

COM
008492100
$31.13 M
2 %

426,070

WF2
WF2

WINTRUST FINL CORP

COM
97650W108
$29.35 M
2 %

236,694

RRX
RRX

REGAL REXNORD CORPORATION

COM
758750103
$26.94 M
1 %

185,875

PR
PR

PERMIAN RESOURCES CORP

CLASS A COM
71424F105
$26.81 M
1 %

1,968,705

GTES
GTES

GATES INDL CORP PLC

ORD SHS
G39108108
$26.44 M
1 %

1,148,212

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