Leeward Investments, LLC - MAjust filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the fund's holdings for the latest report period. You can see the full portfolio on SensaMarket, and track moves made by other funds.
Largest position changes
Per our estimates, the biggest moves in the fund's portfolio this period were:
$ETR
Increased by 106,181 shares · est. $1,606,492
+$1.61M
▲ 91.93%
$LW
Increased by 45,904 shares · est. $3,298,882
+$3.30M
▲ 41.52%
$BWXT
Decreased by 94,545 shares · est. $10,215,268
−$10.22M
▼ 80.46%
$HUM
Decreased by 18,430 shares · est. $6,901,867
−$6.90M
▼ 52.19%
$MAA
Increased by 18,395 shares · est. $2,613,885
+$2.61M
▲ 34.73%
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
See the full portfolio and track moves made by other funds.
Open fund page