Fund HoldingsLeeward Investments, LLC - MA

Total Portfolio Value
$1.96B
Total Bought
$102.49M
Total Sold
$302.65M
Net Transaction
-$200.16M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PERMIAN RESOURCES CORP(PR)02,187,485+2,187,485030,5371.56%+30,537
COPT DEFENSE PROPERTIES(CDP)0463,464+463,464011,0440.56%+11,044
KEYSIGHT TECHNOLOGIES INC(KEYS)066,913+66,91308,8530.45%+8,853
GLOBUS MED INC(GMED)0152,119+152,11907,5530.39%+7,553
SILICON LABORATORIES INC(SLAB)062,728+62,72807,2700.37%+7,270
LEIDOS HOLDINGS INC(LDOS)0162,646+162,646014,9890.77%+14,989
CIVITAS RESOURCES INC184,846230,137+45,29112,82318,6110.95%+5,788
FIRST INTST BANCSYSTEM INC(FIBK)547,126654,409+107,28313,04316,3210.83%+3,277
INDEPENDENT BK CORP MASS(INDB)0260,868+260,868012,8060.65%+12,806
LABORATORY CORP AMER HLDGS50,26475,423+25,15912,13015,1640.77%+3,034
CHAMPIONX CORPORATION951,807907,715-44,09229,54432,3331.65%+2,789
PINNACLE FINL PARTNERS INC372,278352,637-19,64121,09023,6411.21%+2,551
INGEVITY CORP(NGVT)202,082296,186+94,10411,75314,1010.72%+2,348
GLOBAL PMTS INC(GPN)148,152146,527-1,62514,59616,9080.86%+2,312
AKAMAI TECHNOLOGIES INC(AKAM)146,714145,129-1,58513,18515,4620.79%+2,277
TYSON FOODS INC(TSN)232,285278,753+46,46811,85614,0740.72%+2,218
NEWMARK GROUP INC(NMRK)01,900,792+1,900,792012,2220.62%+12,222
EMCOR GROUP INC(EME)116,814108,501-8,31321,58522,8281.17%+1,243
CACTUS INC(WHD)298,935276,361-22,57412,65113,8760.71%+1,225
SILGAN HLDGS INC(SLGN)0275,958+275,958011,8970.61%+11,897
F5 INC(FFIV)86,98286,047-93512,72213,8660.71%+1,144
YETI HLDGS INC(YETI)0124,132+124,13205,9860.31%+5,986
PROGRESSIVE CORP(PGR)148,511146,787-1,72419,65820,4471.04%+789
REINSURANCE GRP OF AMERICA I(RGA)152,441150,767-1,67421,14221,8901.12%+748
AMERICAN INTL GROUP INC299,471296,215-3,25617,23217,9510.92%+719
CHIMERA INVT CORP2,548,8592,823,141+274,28214,70715,4140.79%+707
COTERRA ENERGY INC484,193478,929-5,26412,25012,9550.66%+705
DIGITAL RLTY TR INC(DLR)107,759106,591-1,16812,27112,9000.66%+629
MURPHY USA INC(MUSA)89,35483,033-6,32127,79928,3751.45%+576
WEBSTER FINL CORP(WBS)0193,227+193,22707,7890.40%+7,789
VALLEY NATL BANCORP(VLY)1,687,1871,568,531-118,65613,07613,4270.69%+351
ISHARES TR01,357+1,35702400.01%+240
ALLSTATE CORP(ALL)153,655151,942-1,71316,75516,9280.87%+173
CENTENE CORP DEL(CNC)206,596204,359-2,23713,93514,0760.72%+141
HASBRO INC(HAS)202,227200,030-2,19713,09813,2300.68%+132
CONSTELLATION BRANDS INC(STZ)48,57248,053-51911,95512,0770.62%+122
AMERICAN EAGLE OUTFITTERS IN0488,975+488,97508,1220.42%+8,122
PARKER-HANNIFIN CORP(PH)29,69729,378-31911,58311,4430.58%-140
PTC INC(PTC)86,24185,308-93312,27212,0860.62%-186
MGIC INVT CORP WIS(MTG)747,965694,931-53,03411,81011,5980.59%-212
NMI HLDGS INC(NMIH)0305,504+305,50408,2760.42%+8,276
AXALTA COATING SYS LTD(AXTA)911,1641,102,692+191,52829,89529,6621.52%-233
NATIONAL BK HLDGS CORP(NBHC)0169,733+169,73305,0510.26%+5,051
FIRST HORIZON CORPORATION(FHN)0749,887+749,88708,2640.42%+8,264
AMERIPRISE FINL INC(AMP)47,40346,895-50815,74515,4600.79%-285
CABOT CORP(CBT)0116,831+116,83108,0930.41%+8,093
ISHARES TR048,627+48,62705,0740.26%+5,074
AERCAP HOLDINGS NV(AER)232,306229,752-2,55414,75614,3990.74%-358
INNOSPEC INC(IOSP)069,944+69,94407,1480.37%+7,148
HOSTESS BRANDS INC522,930382,322-140,60813,24112,7350.65%-505
ITT INC(ITT)227,379211,260-16,11921,19420,6841.06%-510
OLD NATL BANCORP IND(ONB)1,196,2881,111,387-84,90116,67616,1600.83%-517
GENPACT LIMITED
SHS
301,639298,353-3,28611,33310,8000.55%-532
COLUMBIA SPORTSWEAR CO(COLM)0140,089+140,089010,3810.53%+10,381
CITY HLDG CO(CHCO)088,544+88,54408,0000.41%+8,000
BWX TECHNOLOGIES INC(BWXT)265,161245,294-19,86718,97818,3920.94%-585
OXFORD INDS INC061,406+61,40605,9030.30%+5,903
HUNTINGTON INGALLS INDS INC(HII)027,545+27,54505,6350.29%+5,635
SCOTTS MIRACLE-GRO CO(SMG)060,734+60,73403,1390.16%+3,139
WESCO INTL INC(WCC)67,23278,567+11,33512,03911,3000.58%-739
WINTRUST FINL CORP(WTFC)296,405275,218-21,18721,52520,7791.06%-746
ENTERGY CORP NEW(ETR)129,411128,006-1,40512,60111,8410.61%-760
MGP INGREDIENTS INC NEW082,733+82,73308,7270.45%+8,727
HARMONIC INC(HLIT)1,220,0251,968,518+748,49319,72818,9570.97%-771
BELDEN INC133,457124,068-9,38912,76511,9790.61%-786
ENERPAC TOOL GROUP CORP(EPAC)0299,063+299,06307,9040.40%+7,904
AMEDISYS INC172,438160,275-12,16315,76814,9700.77%-798
ADVANCE AUTO PARTS INC(AAP)053,261+53,26102,9790.15%+2,979
QORVO INC(QRVO)0105,259+105,259010,0490.51%+10,049
UNIVEST FINANCIAL CORPORATIO(UVSP)0402,685+402,68506,9990.36%+6,999
STANDEX INTL CORP(SXI)141,426131,428-9,99820,00819,1480.98%-860
CARTERS INC(CRI)0147,059+147,059010,1690.52%+10,169
URBAN OUTFITTERS INC(URBN)346,921322,350-24,57111,49310,5380.54%-956
CIRCOR INTL INC204,165188,818-15,34711,52510,5270.54%-999
ESSEX PPTY TR INC(ESS)040,790+40,79008,6510.44%+8,651
DOVER CORP(DOV)108,325107,154-1,17115,99414,9490.76%-1,045
MADDEN STEVEN LTD(SHOO)0311,300+311,30009,8900.51%+9,890
GOODYEAR TIRE & RUBR CO(GT)0471,429+471,42905,8600.30%+5,860
TEGNA INC0377,343+377,34305,4980.28%+5,498
INTERNATIONAL FLAVORS&FRAGRA(IFF)091,133+91,13306,2130.32%+6,213
FIRST AMERN FINL CORP(FAF)248,207230,707-17,50014,15313,0330.67%-1,120
HANOVER INS GROUP INC(THG)120,619112,180-8,43913,63412,4500.64%-1,184
AZEK CO INC480,441446,369-34,07214,55313,2750.68%-1,278
DORMAN PRODS INC(DORM)150,082139,268-10,81411,83110,5510.54%-1,280
QUIDELORTHO CORP(QDEL)0125,049+125,04909,1340.47%+9,134
CENCORA INC95,10594,079-1,02618,30116,9310.87%-1,370
WEC ENERGY GROUP INC(WEC)163,417161,644-1,77314,42013,0200.67%-1,399
EVERGY INC(EVRG)0169,256+169,25608,5810.44%+8,581
COLUMBIA BKG SYS INC(COLB)998,307926,879-71,42820,24618,8160.96%-1,430
SPIRE INC(SR)0123,026+123,02606,9610.36%+6,961
PERFORMANCE FOOD GROUP CO(PFGC)259,525240,966-18,55915,63414,1830.72%-1,451
KORN FERRY(KFY)267,517248,560-18,95713,25311,7920.60%-1,461
CENTERPOINT ENERGY INC(CNP)568,782562,637-6,14516,58015,1070.77%-1,473
NISOURCE INC(NI)519,098513,479-5,61914,19712,6730.65%-1,525
ALEXANDRIA REAL ESTATE EQ IN108,049106,885-1,16412,26210,6990.55%-1,563
DTE ENERGY CO(DTB)133,920132,470-1,45014,73413,1520.67%-1,582
CHEESECAKE FACTORY INC(CAKE)0229,316+229,31606,9480.36%+6,948
VALERO ENERGY CORP(VLO)044,686+44,68606,3320.32%+6,332
ENVIRI CORP0467,627+467,62703,3760.17%+3,376
HOST HOTELS & RESORTS INC(HST)0323,593+323,59305,2000.27%+5,200
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