Leeward Investments, LLC - Ma

Investment Portfolio & 13F Holdings Analysis

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-29
Total Holdings
143
Total Value
1881132660
Accession Number
0001085146-25-002401
Form Type
13F-HR
Manager Name
Leeward-Investments-Llc--Ma
Data Enrichment
99% identified
142 identified1 unidentified

Holdings

143 positions
Manager:
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Page 1 of 8
Encompass Health Corp
Shares:432.4K
Value:$43.8M
FIRST HORIZON CORP
Shares:1.8M
Value:$35.6M
AGREE REALTY CORP
Shares:454.0K
Value:$35.0M
PINNACLE FINANCIAL PARTNERS INC
Shares:294.6K
Value:$31.2M
CLEAN HARBORS INC
Shares:158.0K
Value:$31.1M
Prestige Consumer Healthcare Inc.
Shares:359.9K
Value:$30.9M
Huron Consulting Group Inc.
Shares:197.2K
Value:$28.3M
Lumentum Holdings Inc.
Shares:449.9K
Value:$28.0M
WINTRUST FINANCIAL CORP
Shares:245.3K
Value:$27.6M
Permian Resources Corp
Shares:2.0M
Value:$27.6M
STARWOOD PROPERTY TRUST, INC.
Shares:1.3M
Value:$26.2M
PORTLAND GENERAL ELECTRIC CO /OR/
Shares:553.2K
Value:$24.7M
COLUMBIA BANKING SYSTEM, INC.
Shares:965.6K
Value:$24.1M
HANOVER INSURANCE GROUP, INC.
Shares:136.3K
Value:$23.7M
Gates Industrial Corp plc
Shares:1.2M
Value:$22.0M
REGAL REXNORD CORP
Shares:191.3K
Value:$21.8M
OLD NATIONAL BANCORP /IN/
Shares:992.2K
Value:$21.0M
Ingredion Inc
Shares:155.5K
Value:$21.0M
NEWMARK GROUP, INC.
Shares:1.7M
Value:$20.6M
464287630
Shares:136.1K
Value:$20.6M