Fund HoldingsLeeward Investments, LLC - MA

Total Portfolio Value
$2.13B
Total Bought
$147.01M
Total Sold
$290.47M
Net Transaction
-$143.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FIRST HORIZON CORPORATION(FHN)749,8872,209,915+1,460,0288,26431,2921.47%+23,029
PHYSICIANS RLTY TR0979,530+979,530013,0380.61%+13,038
WESTAMERICA BANCORPORATION(WABC)0168,675+168,67509,5150.45%+9,515
WILLIS TOWERS WATSON PLC LTD(WTW)038,091+38,09109,1880.43%+9,188
L3HARRIS TECHNOLOGIES INC(LHX)043,295+43,29509,1190.43%+9,119
NEWMARK GROUP INC(NMRK)1,900,7921,885,581-15,21112,22220,6660.97%+8,444
GATES INDL CORP PLC
ORD SHS
01,216,815+1,216,815016,3300.77%+16,330
QUIDELORTHO CORP(QDEL)125,049227,717+102,6689,13416,7830.79%+7,649
DISCOVER FINL SVCS063,840+63,84007,1760.34%+7,176
AXALTA COATING SYS LTD(AXTA)1,102,6921,084,064-18,62829,66236,8261.73%+7,163
VALLEY NATL BANCORP(VLY)1,568,5311,877,622+309,09113,42720,3910.96%+6,964
PINNACLE FINL PARTNERS INC352,637347,976-4,66123,64130,3501.43%+6,710
KEYSIGHT TECHNOLOGIES INC(KEYS)66,91397,565+30,6528,85315,5220.73%+6,668
HARMONIC INC(HLIT)1,968,5181,952,658-15,86018,95725,4631.20%+6,506
LUMENTUM HLDGS INC(LITE)0360,129+360,129018,8780.89%+18,878
COLUMBIA BKG SYS INC(COLB)926,879920,209-6,67018,81624,5511.15%+5,736
HOLOGIC INC078,522+78,52205,6100.26%+5,610
PERFORMANCE FOOD GROUP CO(PFGC)240,966274,805+33,83914,18319,0030.89%+4,820
PORTLAND GEN ELEC CO(POR)0546,701+546,701023,6941.11%+23,694
WINTRUST FINL CORP(WTFC)275,218273,287-1,93120,77925,3471.19%+4,568
ENPRO INC(NPO)0131,587+131,587020,6250.97%+20,625
SILICON LABORATORIES INC(SLAB)62,72888,316+25,5887,27011,6820.55%+4,412
ITT INC(ITT)211,260209,576-1,68420,68425,0071.17%+4,322
ISHARES TR055,486+55,48608,6190.40%+8,619
ALLSTATE CORP(ALL)151,942147,951-3,99116,92820,7100.97%+3,782
COPT DEFENSE PROPERTIES(CDP)463,464575,872+112,40811,04414,7600.69%+3,715
INDEPENDENT BK CORP MASS(INDB)260,868250,541-10,32712,80616,4880.77%+3,682
NATIONAL BK HLDGS CORP(NBHC)169,733225,334+55,6015,0518,3800.39%+3,329
VALVOLINE INC(VVV)0666,423+666,423025,0441.18%+25,044
NATIONAL STORAGE AFFILIATES(NSA)0330,367+330,367013,7000.64%+13,700
MADDEN STEVEN LTD(SHOO)311,300308,913-2,3879,89012,9740.61%+3,084
FIRST INTST BANCSYSTEM INC(FIBK)654,409628,583-25,82616,32119,3290.91%+3,008
HANOVER INS GROUP INC(THG)112,180126,866+14,68612,45015,4040.72%+2,954
KORN FERRY(KFY)248,560246,645-1,91511,79214,6380.69%+2,847
DOLLAR TREE INC(DLTR)078,638+78,638011,1710.52%+11,171
HEXCEL CORP NEW(HXL)0341,795+341,795025,2071.18%+25,207
LKQ CORP(LKQ)0375,940+375,940017,9660.84%+17,966
ALEXANDRIA REAL ESTATE EQ IN106,885104,077-2,80810,69913,1940.62%+2,495
OLD NATL BANCORP IND(ONB)1,111,3871,102,728-8,65916,16018,6250.87%+2,466
PTC INC(PTC)85,30883,071-2,23712,08614,5340.68%+2,448
STAG INDL INC(STAG)0534,692+534,692020,9920.99%+20,992
AERCAP HOLDINGS NV(AER)229,752223,714-6,03814,39916,6260.78%+2,228
LEIDOS HOLDINGS INC(LDOS)162,646158,366-4,28014,98917,1420.80%+2,152
AMERICAN EAGLE OUTFITTERS IN488,975485,069-3,9068,12210,2640.48%+2,142
INGREDION INC(INGR)0248,983+248,983027,0221.27%+27,022
WESCO INTL INC(WCC)78,56776,503-2,06411,30013,3020.62%+2,003
INTEGRA LIFESCIENCES HLDGS C(IART)0384,191+384,191016,7320.79%+16,732
AMERIPRISE FINL INC(AMP)46,89545,664-1,23115,46017,3450.81%+1,884
CENCORA INC94,07991,612-2,46716,93118,8150.88%+1,884
UNIVEST FINANCIAL CORPORATIO(UVSP)402,685399,852-2,8336,9998,8090.41%+1,810
WEBSTER FINL CORP(WBS)193,227188,149-5,0787,7899,5500.45%+1,761
LAMB WESTON HLDGS INC(LW)0133,405+133,405014,4200.68%+14,420
WABTEC(WAB)098,118+98,118012,4510.58%+12,451
PARKER-HANNIFIN CORP(PH)29,37828,614-76411,44313,1820.62%+1,739
GLOBUS MED INC(GMED)152,119174,141+22,0227,5539,2800.44%+1,727
FIRST AMERN FINL CORP(FAF)230,707228,920-1,78713,03314,7520.69%+1,719
MGIC INVT CORP WIS(MTG)694,931689,581-5,35011,59813,3020.62%+1,704
CITY HLDG CO(CHCO)88,54487,850-6948,0009,6860.45%+1,686
LIVENT CORP01,396,519+1,396,519025,1091.18%+25,109
SNAP ON INC(SNA)060,612+60,612017,5070.82%+17,507
AMERICAN INTL GROUP INC296,215288,428-7,78717,95119,5410.92%+1,590
CABOT CORP(CBT)116,831115,935-8968,0939,6810.45%+1,588
LABORATORY CORP AMER HLDGS75,42373,456-1,96715,16416,6960.78%+1,532
STANDEX INTL CORP(SXI)131,428130,418-1,01019,14820,6560.97%+1,508
QORVO INC(QRVO)105,259102,496-2,76310,04911,5420.54%+1,493
PRESTIGE CONSMR HEALTHCARE I(PBH)0401,052+401,052024,5521.15%+24,552
INNOSPEC INC(IOSP)69,94469,408-5367,1488,5540.40%+1,406
ENERPAC TOOL GROUP CORP(EPAC)299,063296,758-2,3057,9049,2260.43%+1,322
AKAMAI TECHNOLOGIES INC(AKAM)145,129141,316-3,81315,46216,7250.79%+1,263
GLOBAL PMTS INC(GPN)146,527142,676-3,85116,90818,1200.85%+1,212
ESSEX PPTY TR INC(ESS)40,79039,724-1,0668,6519,8490.46%+1,198
F5 INC(FFIV)86,04783,789-2,25813,86614,9970.70%+1,131
DOVER CORP(DOV)107,154104,341-2,81314,94916,0490.75%+1,100
DTE ENERGY CO(DTB)132,470128,990-3,48013,15214,2220.67%+1,071
DIGITAL RLTY TR INC(DLR)106,591103,794-2,79712,90013,9690.66%+1,069
PRIMERICA INC(PRI)0104,750+104,750021,5531.01%+21,553
CLEAN HARBORS INC(CLH)0243,780+243,780042,5422.00%+42,542
CHEESECAKE FACTORY INC(CAKE)229,316227,682-1,6346,9487,9710.37%+1,023
INTERNATIONAL FLAVORS&FRAGRA(IFF)91,13388,742-2,3916,2137,1850.34%+973
HOST HOTELS & RESORTS INC(HST)323,593315,072-8,5215,2006,1340.29%+934
EXLSERVICE HOLDINGS INC(EXLS)0360,620+360,620011,1250.52%+11,125
VIAVI SOLUTIONS INC(VIAV)01,635,305+1,635,305016,4680.77%+16,468
URBAN OUTFITTERS INC(URBN)322,350319,836-2,51410,53811,4150.54%+877
PERMIAN RESOURCES CORP(PR)2,187,4852,307,492+120,00730,53731,3821.47%+845
GOODYEAR TIRE & RUBR CO(GT)471,429467,665-3,7645,8606,6970.31%+837
ENVIRI CORP467,627463,869-3,7583,3764,1750.20%+799
ENTERGY CORP NEW(ETR)128,006124,646-3,36011,84112,6130.59%+772
NMI HLDGS INC(NMIH)305,504303,160-2,3448,2768,9980.42%+722
ZIMMER BIOMET HOLDINGS INC(ZBH)0105,956+105,956012,8950.61%+12,895
SPIRE INC(SR)123,026122,129-8976,9617,6140.36%+653
CARTERS INC(CRI)147,059144,319-2,74010,16910,8080.51%+639
SCOTTS MIRACLE-GRO CO(SMG)60,73459,142-1,5923,1393,7700.18%+632
BERRY GLOBAL GROUP INC0165,641+165,641011,1630.52%+11,163
DORMAN PRODS INC(DORM)139,268133,795-5,47310,55111,1600.52%+609
NISOURCE INC(NI)513,479499,973-13,50612,67313,2740.62%+602
REGAL REXNORD CORPORATION(RRX)0239,618+239,618035,4681.67%+35,468
CENTERPOINT ENERGY INC(CNP)562,637547,838-14,79915,10715,6520.73%+545
IDACORP INC(IDA)0135,219+135,219013,2950.62%+13,295
TYSON FOODS INC(TSN)278,753271,448-7,30514,07414,5900.69%+516
SILGAN HLDGS INC(SLGN)275,958273,966-1,99211,89712,3970.58%+500
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