Fund HoldingsLeeward Investments, LLC - MA

Total Portfolio Value
$1.88B
Total Bought
$113.36M
Total Sold
$291.53M
Net Transaction
-$178.18M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR0136,147+136,147020,5551.09%+20,555
ASSOCIATED BANC CORP0547,958+547,958012,3450.66%+12,345
XCEL ENERGY INC(XEL)0146,635+146,635010,3800.55%+10,380
ALLY FINL INC(ALLY)0252,149+252,14909,1960.49%+9,196
GROUP 1 AUTOMOTIVE INC(GPI)022,958+22,95808,7690.47%+8,769
BALL CORP0156,433+156,43308,1450.43%+8,145
EAGLE MATLS INC(EXP)035,877+35,87707,9620.42%+7,962
INDEPENDENT BK CORP MASS(INDB)174,265293,736+119,47111,18618,4030.98%+7,216
CTO RLTY GROWTH INC NEW86,580394,793+308,2131,7067,6230.41%+5,917
OPTION CARE HEALTH INC(OPCH)0385,673+385,673013,4790.72%+13,479
INSTALLED BLDG PRODS INC(IBP)092,080+92,080015,7880.84%+15,788
SILGAN HLDGS INC(SLGN)160,217224,517+64,3008,33911,4770.61%+3,138
LKQ CORP(LKQ)246,621278,868+32,2479,06311,8630.63%+2,800
HURON CONSULTING GROUP INC(HURN)206,436197,220-9,21625,65228,2911.50%+2,639
NATIONAL STORAGE AFFILIATES(NSA)0434,065+434,065017,1020.91%+17,102
EVERGY INC(EVRG)125,913147,329+21,4167,75010,1580.54%+2,408
CENCORA INC54,07552,253-1,82212,14914,5310.77%+2,382
PORTLAND GEN ELEC CO(POR)0553,239+553,239024,6741.31%+24,674
ENCOMPASS HEALTH CORP(EHC)0432,357+432,357043,7892.33%+43,789
AGREE RLTY CORP0454,016+454,016035,0451.86%+35,045
HANOVER INS GROUP INC(THG)142,683136,305-6,37822,06723,7101.26%+1,643
GENPACT LIMITED
SHS
286,468276,799-9,66912,30413,9450.74%+1,641
PRESTIGE CONSMR HEALTHCARE I(PBH)376,680359,898-16,78229,41530,9401.64%+1,525
EXPRO GROUP HOLDINGS NV563,419848,737+285,3187,0268,4360.45%+1,411
STARWOOD PPTY TR INC(STWD)1,308,2071,324,081+15,87424,79126,1771.39%+1,387
DTE ENERGY CO(DTB)98,55994,770-3,78911,90113,1040.70%+1,203
REINSURANCE GRP OF AMERICA I(RGA)67,45879,126+11,66814,41115,5800.83%+1,169
AMERICAN INTL GROUP INC171,071154,305-16,76612,45413,4150.71%+961
TYSON FOODS INC(TSN)227,126219,454-7,67213,04614,0030.74%+957
VIAVI SOLUTIONS INC(VIAV)1,586,5461,516,435-70,11116,02416,9690.90%+945
CENTERPOINT ENERGY INC(CNP)269,508260,410-9,0988,5519,4350.50%+883
COTERRA ENERGY INC356,259344,217-12,0429,0999,9480.53%+849
SPIRE INC(SR)114,712109,926-4,7867,7818,6020.46%+821
SILICON LABORATORIES INC(SLAB)82,87297,176+14,30410,29410,9390.58%+645
WILLIS TOWERS WATSON PLC LTD(WTW)41,66940,265-1,40413,05213,6080.72%+555
MID-AMER APT CMNTYS INC(MAA)71,36668,959-2,40711,03111,5560.61%+525
HASBRO INC(HAS)0143,884+143,88408,8470.47%+8,847
ENERPAC TOOL GROUP CORP(EPAC)278,805266,541-12,26411,45611,9570.64%+501
STAG INDL INC(STAG)0483,550+483,550017,4660.93%+17,466
CABOT CORP(CBT)0181,619+181,619015,1000.80%+15,100
L3HARRIS TECHNOLOGIES INC(LHX)33,00935,312+2,3036,9417,3910.39%+450
CASEYS GEN STORES INC(CASY)19,17918,538-6417,5998,0460.43%+447
AERCAP HOLDINGS NV(AER)132,730128,246-4,48412,70213,1030.70%+401
ZIMMER BIOMET HOLDINGS INC(ZBH)97,58094,287-3,29310,30710,6710.57%+364
ESSEX PPTY TR INC(ESS)30,33629,316-1,0208,6598,9880.48%+329
HOLOGIC INC0166,615+166,615010,2920.55%+10,292
BELDEN INC67,85479,025+11,1717,6417,9220.42%+281
EXLSERVICE HOLDINGS INC(EXLS)338,457323,334-15,12315,02115,2650.81%+244
IDACORP INC(IDA)127,023121,414-5,60913,88114,1110.75%+230
DIAMONDBACK ENERGY INC(FANG)52,46354,796+2,3338,5958,7610.47%+166
O-I GLASS INC(OI)0584,261+584,26106,7010.36%+6,701
WEC ENERGY GROUP INC(WEC)143,062124,376-18,68613,45413,5550.72%+101
FIRST AMERN FINL CORP(FAF)0205,762+205,762013,5040.72%+13,504
HUMANA INC(HUM)016,318+16,31804,3180.23%+4,318
QORVO INC(QRVO)0109,632+109,63207,9380.42%+7,938
ISHARES TR2,7572,75703573470.02%-9
BLACK HILLS CORP157,770152,030-5,7409,2339,2210.49%-12
MGIC INVT CORP WIS(MTG)0618,972+618,972015,3380.82%+15,338
NATIONAL BK HLDGS CORP(NBHC)348,611390,439+41,82815,01114,9420.79%-69
AZEK CO INC149,018142,314-6,7047,0746,9580.37%-116
KEYSIGHT TECHNOLOGIES INC(KEYS)87,46892,945+5,47714,05013,9200.74%-130
DOLLAR TREE INC(DLTR)60,63658,598-2,0384,5444,3990.23%-145
LABCORP HOLDINGS INC(LH)56,64054,730-1,91012,98912,7380.68%-251
LANCASTER COLONY CORP(MZTI)48,22746,084-2,1438,3508,0650.43%-285
SNAP ON INC(SNA)22,05821,316-7427,4887,1840.38%-304
PTC INC(PTC)63,46773,030+9,56311,67011,3160.60%-354
CITY HLDG CO(CHCO)82,52179,015-3,5069,7779,2820.49%-495
INGEVITY CORP(NGVT)189,347181,523-7,8247,7167,1860.38%-529
WESTAMERICA BANCORPORATION(WABC)158,351152,442-5,9098,3077,7180.41%-589
BORGWARNER INC146,094141,162-4,9324,6444,0440.21%-600
KORN FERRY(KFY)0221,424+221,424015,0190.80%+15,019
INTEGRA LIFESCIENCES HLDGS C(IART)405,506388,748-16,7589,1978,5490.45%-648
ALEXANDRIA REAL ESTATE EQ IN076,814+76,81407,1060.38%+7,106
NMI HLDGS INC(NMIH)0272,094+272,09409,8090.52%+9,809
YETI HLDGS INC(YETI)115,660111,464-4,1964,4543,6890.20%-765
WEBSTER FINL CORP(WBS)143,742138,885-4,8577,9377,1600.38%-778
VOYA FINANCIAL INC(VOYA)0217,880+217,880014,7640.78%+14,764
COHU INC(COHU)265,013426,531+161,5187,0766,2740.33%-802
DARLING INGREDIENTS INC(DAR)230,631222,822-7,8097,7706,9610.37%-809
WABTEC(WAB)56,97955,058-1,92110,8039,9850.53%-818
HAIN CELESTIAL GROUP INC384,150370,975-13,1752,3631,5400.08%-823
ARAMARK(ARMK)209,332202,259-7,0737,8106,9820.37%-828
MGP INGREDIENTS INC NEW075,448+75,44802,2170.12%+2,217
VALLEY NATL BANCORP(VLY)1,761,0911,696,737-64,35415,95515,0840.80%-871
UNIVEST FINANCIAL CORPORATIO(UVSP)375,663360,025-15,63811,08610,2100.54%-876
CHIMERA INVT CORP(CIM)0524,636+524,63606,7310.36%+6,731
HOST HOTELS & RESORTS INC(HST)242,736234,515-8,2214,2533,3320.18%-920
INTERNATIONAL FLAVORS&FRAGRA(IFF)094,080+94,08007,3020.39%+7,302
NISOURCE INC(NI)0266,023+266,023010,6650.57%+10,665
ENVIRI CORP0814,383+814,38305,4160.29%+5,416
EPAM SYS INC(EPAM)37,85745,968+8,1118,8527,7610.41%-1,091
COLUMBIA SPORTSWEAR CO(COLM)104,213100,694-3,5198,7477,6220.41%-1,125
AMERIPRISE FINL INC(AMP)17,77317,174-5999,4638,3140.44%-1,149
AXALTA COATING SYS LTD(AXTA)0476,903+476,903015,8190.84%+15,819
LUMENTUM HLDGS INC(LITE)349,797449,890+100,09329,36528,0461.49%-1,319
LEIDOS HOLDINGS INC(LDOS)096,346+96,346013,0010.69%+13,001
CHEESECAKE FACTORY INC(CAKE)213,867179,431-34,43610,1468,7310.46%-1,415
OLD NATL BANCORP IND(ONB)1,036,370992,181-44,18922,49421,0241.12%-1,470
ENVISTA HOLDINGS CORPORATION(NVST)549,840529,112-20,72810,6069,1320.49%-1,474
CONSTELLATION BRANDS INC(STZ)034,549+34,54906,3400.34%+6,340
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