Fund Update: Leeward Investments, LLC - MA Just Disclosed New Holdings

Leeward Investments, LLC - MA just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-03 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 106,181 shares of $ETR (~$1,606,492). This was a increase of ~91.93% from their previous position.
• An increase of 45,904 shares of $LW (~$3,298,882). This was a increase of ~41.52% from their previous position.
• A decrease of 94,545 shares of $BWXT (~$10,215,268). This was a increase of ~-80.46% from their previous position.
• A decrease of 18,430 shares of $HUM (~$6,901,867). This was a increase of ~-52.19% from their previous position.
• An increase of 18,395 shares of $MAA (~$2,613,885). This was a increase of ~34.73% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Leeward Investments, LLC - MA for more details.