Fund HoldingsLeeward Investments, LLC - MA

Total Portfolio Value
$2.26B
Total Bought
$214.59M
Total Sold
$247.58M
Net Transaction
-$32.99M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
GENTEX CORP(GNTX)0783,198+783,198028,2891.25%+28,289
ARCADIUM LITHIUM PLC03,333,706+3,333,706014,3680.64%+14,368
DIAMONDBACK ENERGY INC(FANG)071,479+71,479014,1650.63%+14,165
HEALTHPEAK PROPERTIES INC(DOC)0634,310+634,310011,8930.53%+11,893
HUMANA INC(HUM)029,047+29,047010,0710.45%+10,071
ROGERS CORP(ROG)080,941+80,94109,6070.43%+9,607
PERMIAN RESOURCES CORP(PR)2,307,4922,274,235-33,25731,38240,1631.78%+8,781
ENCOMPASS HEALTH CORP(EHC)0550,066+550,066045,4242.01%+45,424
DISCOVER FINL SVCS63,840119,470+55,6307,17615,6610.69%+8,486
REGAL REXNORD CORPORATION(RRX)239,618241,840+2,22235,46843,5551.93%+8,087
HOLOGIC INC78,522166,521+87,9995,61012,9820.57%+7,372
WILLIS TOWERS WATSON PLC LTD(WTW)38,09156,679+18,5889,18815,5870.69%+6,399
QORVO INC(QRVO)102,496154,346+51,85011,54217,7240.78%+6,181
WESCO INTL INC(WCC)76,503113,048+36,54513,30219,3630.86%+6,060
ALLSTATE CORP(ALL)147,951153,860+5,90920,71026,6191.18%+5,909
CHAMPIONX CORPORATION0888,800+888,800031,8991.41%+31,899
CABOT CORP(CBT)115,935163,617+47,6829,68115,0850.67%+5,405
CLEAN HARBORS INC(CLH)243,780236,938-6,84242,54247,6982.11%+5,156
FMC CORP(FMC)0193,156+193,156012,3040.54%+12,304
MASONITE INTL CORP0107,760+107,760014,1650.63%+14,165
LEIDOS HOLDINGS INC(LDOS)158,366166,069+7,70317,14221,7700.96%+4,628
VALVOLINE INC(VVV)666,423665,539-88425,04429,6631.31%+4,619
CIVITAS RESOURCES INC0265,332+265,332020,1410.89%+20,141
CENCORA INC91,61295,263+3,65118,81523,1481.03%+4,333
GATES INDL CORP PLC
ORD SHS
1,216,8151,166,483-50,33216,33020,6580.91%+4,329
INTERNATIONAL FLAVORS&FRAGRA(IFF)88,742132,496+43,7547,18511,3930.50%+4,208
AERCAP HOLDINGS NV(AER)223,714232,649+8,93516,62620,2200.90%+3,593
PRIMERICA INC(PRI)104,75099,318-5,43221,55325,1231.11%+3,570
EMCOR GROUP INC(EME)061,277+61,277021,4590.95%+21,459
AMERIPRISE FINL INC(AMP)45,66447,482+1,81817,34520,8180.92%+3,473
PRESTIGE CONSMR HEALTHCARE I(PBH)401,052384,544-16,50824,55227,9031.24%+3,350
MURPHY USA INC(MUSA)068,259+68,259028,6141.27%+28,614
O-I GLASS INC(OI)0623,129+623,129010,3380.46%+10,338
LKQ CORP(LKQ)375,940388,875+12,93517,96620,7700.92%+2,804
GLOBUS MED INC(GMED)174,141222,188+48,0479,28011,9180.53%+2,638
FIRST HORIZON CORPORATION(FHN)2,209,9152,197,369-12,54631,29233,8391.50%+2,547
WABTEC(WAB)98,118102,648+4,53012,45114,9540.66%+2,503
STANDEX INTL CORP(SXI)130,418125,034-5,38420,65622,7841.01%+2,128
VALERO ENERGY CORP(VLO)045,277+45,27707,7280.34%+7,728
TYSON FOODS INC(TSN)271,448283,446+11,99814,59016,6470.74%+2,056
INGREDION INC(INGR)248,983248,616-36727,02229,0511.29%+2,029
WINTRUST FINL CORP(WTFC)273,287262,031-11,25625,34727,3531.21%+2,006
CONSTELLATION BRANDS INC(STZ)048,655+48,655013,2230.59%+13,223
CACI INTL INC(CACI)047,002+47,002017,8060.79%+17,806
URBAN OUTFITTERS INC(URBN)319,836306,668-13,16811,41513,3160.59%+1,901
CASEYS GEN STORES INC(CASY)032,023+32,023010,1980.45%+10,198
PTC INC(PTC)83,07186,382+3,31114,53416,3210.72%+1,787
GLOBAL PMTS INC(GPN)142,676148,376+5,70018,12019,8320.88%+1,712
LANCASTER COLONY CORP(MZTI)049,210+49,210010,2170.45%+10,217
ZIMMER BIOMET HOLDINGS INC(ZBH)105,956110,183+4,22712,89514,5420.64%+1,647
DORMAN PRODS INC(DORM)133,795132,599-1,19611,16012,7810.57%+1,621
COTERRA ENERGY INC0484,978+484,978013,5210.60%+13,521
HASBRO INC(HAS)0202,703+202,703011,4570.51%+11,457
MGIC INVT CORP WIS(MTG)689,581661,215-28,36613,30214,7850.65%+1,483
CARTERS INC(CRI)144,319145,129+81010,80812,2890.54%+1,481
ADVANCE AUTO PARTS INC(AAP)053,931+53,93104,5890.20%+4,589
AZEK CO INC0258,032+258,032012,9580.57%+12,958
BWX TECHNOLOGIES INC(BWXT)0111,509+111,509011,4430.51%+11,443
HANOVER INS GROUP INC(THG)126,866121,635-5,23115,40416,5630.73%+1,159
NISOURCE INC(NI)499,973519,973+20,00013,27414,3820.64%+1,108
TOPGOLF CALLAWAY BRANDS CORP(CALY)0636,399+636,399010,2910.46%+10,291
ENTERGY CORP NEW(ETR)124,646129,619+4,97312,61313,6980.61%+1,085
PARKER-HANNIFIN CORP(PH)28,61425,627-2,98713,18214,2430.63%+1,061
ENERPAC TOOL GROUP CORP(EPAC)296,758284,535-12,2239,22610,1470.45%+920
KORN FERRY(KFY)246,645236,514-10,13114,63815,5530.69%+915
BELDEN INC069,255+69,25506,4140.28%+6,414
DTE ENERGY CO(DTB)128,990134,138+5,14814,22215,0420.67%+820
SCOTTS MIRACLE-GRO CO(SMG)59,14261,497+2,3553,7704,5870.20%+817
ALEXANDRIA REAL ESTATE EQ IN104,077108,231+4,15413,19413,9520.62%+758
CACTUS INC(WHD)0262,436+262,436013,1450.58%+13,145
HOST HOTELS & RESORTS INC(HST)315,072330,403+15,3316,1346,8330.30%+698
ENPRO INC(NPO)131,587126,172-5,41520,62521,2940.94%+669
COLUMBIA SPORTSWEAR CO(COLM)0141,853+141,853011,5160.51%+11,516
CENTERPOINT ENERGY INC(CNP)547,838569,745+21,90715,65216,2320.72%+580
EVERGY INC(EVRG)0171,388+171,38809,1490.41%+9,149
SILICON LABORATORIES INC(SLAB)88,31684,705-3,61111,68212,1740.54%+492
OXFORD INDS INC058,429+58,42906,5670.29%+6,567
L3HARRIS TECHNOLOGIES INC(LHX)43,29544,941+1,6469,1199,5770.42%+458
NMI HLDGS INC(NMIH)303,160290,690-12,4708,9989,4010.42%+403
WEBSTER FINL CORP(WBS)188,149195,665+7,5169,5509,9340.44%+383
KEYSIGHT TECHNOLOGIES INC(KEYS)97,565101,259+3,69415,52215,8350.70%+313
ESSEX PPTY TR INC(ESS)39,72441,299+1,5759,84910,1100.45%+261
ITT INC(ITT)209,576185,689-23,88725,00725,2591.12%+253
WEC ENERGY GROUP INC(WEC)0163,685+163,685013,4420.60%+13,442
LABORATORY CORP AMER HLDGS73,45677,106+3,65016,69616,8450.75%+149
ISHARES TR02,302+2,30202890.01%+289
INNOSPEC INC(IOSP)69,40866,548-2,8608,5548,5810.38%+27
BORGWARNER INC0198,896+198,89606,9100.31%+6,910
INGEVITY CORP(NGVT)0282,008+282,008013,4520.60%+13,452
CHEESECAKE FACTORY INC(CAKE)227,682218,322-9,3607,9717,8920.35%-79
ENVIRI CORP463,869444,958-18,9114,1754,0710.18%-103
GENPACT LIMITED
SHS
0302,314+302,31409,9610.44%+9,961
EXLSERVICE HOLDINGS INC(EXLS)360,620345,430-15,19011,12510,9850.49%-140
DOLLAR TREE INC(DLTR)78,63882,525+3,88711,17110,9880.49%-182
OLD NATL BANCORP IND(ONB)1,102,7281,058,123-44,60518,62518,4220.82%-203
BLACK HILLS CORP0161,100+161,10008,7960.39%+8,796
HEXCEL CORP NEW(HXL)341,795342,684+88925,20724,9641.11%-243
HARMONIC INC(HLIT)1,952,6581,870,804-81,85425,46325,1441.11%-319
TEGNA INC0359,231+359,23105,3670.24%+5,367
SPIRE INC(SR)122,129117,132-4,9977,6147,1880.32%-425
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