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Leeward Investments, LLC - MA

Q4 2025 13F Holdings

  • Location
    boston, MA
  • Num holdings

    141

  • Value ($000)

    $1,976,366

  • Date Filed
    02/05/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
L
LITE

LUMENTUM HLDGS INC

COM
55024U109
$42.12M
2 %

114,278

F
FHN

FIRST HORIZON CORPORATION

COM
320517105
$39.97M
2 %

1,672,242

E
EHC

ENCOMPASS HEALTH CORP

COM
29261A100
$35.45M
2 %

333,979

C
CLH

CLEAN HARBORS INC

COM
184496107
$33.99M
2 %

144,974

R
RRX

REGAL REXNORD CORPORATION

COM
758750103
$32.63M
2 %

232,566

N
NMRK

NEWMARK GROUP INC

CL A
65158N102
$30.92M
2 %

1,782,938

A
ADC

AGREE RLTY CORP

COM
008492100
$29.16M
2 %

404,859

---

HURON CONSULTING GROUP INC

COM
447462102
$29.1M
2 %

168,312

V
VIAV

VIAVI SOLUTIONS INC

COM
925550105
$28.6M
1 %

1,605,090

P
PR

PERMIAN RESOURCES CORP

CLASS A COM
71424F105
$28.02M
1 %

1,997,006

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