Fund HoldingsLeeward Investments, LLC - MA

Total Portfolio Value
$1.98B
Total Bought
$100.33M
Total Sold
$189.97M
Net Transaction
-$89.63M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
AGILENT TECHNOLOGIES INC(A)090,754+90,754012,3490.62%+12,349
AXALTA COATING SYS LTD(AXTA)435,404758,718+323,31412,46124,5141.24%+12,053
BLUE OWL CAPITAL INC(OBDC)0575,005+575,00508,5910.43%+8,591
VIAVI SOLUTIONS INC(VIAV)1,632,5341,605,090-27,44420,71728,6031.45%+7,886
REGAL REXNORD CORPORATION(RRX)0232,566+232,566032,6341.65%+32,634
GLOBUS MED INC(GMED)0172,641+172,641015,0730.76%+15,073
MICROCHIP TECHNOLOGY INC.(MCHP)137,836232,160+94,3248,85214,7930.75%+5,941
VALLEY NATL BANCORP(VLY)1,588,9651,911,465+322,50016,84322,3261.13%+5,483
BELDEN INC84,427130,453+46,02610,15415,2040.77%+5,050
AKAMAI TECHNOLOGIES INC(AKAM)0148,104+148,104012,9220.65%+12,922
PRESTIGE CONSMR HEALTHCARE I(PBH)0387,321+387,321023,8941.21%+23,894
HURON CONSULTING GROUP INC(HURN)171,426168,312-3,11425,16029,1031.47%+3,943
ENVIRI CORP762,528758,682-3,8469,67613,5960.69%+3,919
OPTION CARE HEALTH INC(OPCH)0488,416+488,416015,5610.79%+15,561
HEXCEL CORP NEW(HXL)371,161362,153-9,00823,27226,7631.35%+3,491
DOVER CORP(DOV)057,159+57,159011,1600.56%+11,160
NATIONAL BK HLDGS CORP(NBHC)441,722534,211+92,48917,06820,3051.03%+3,237
SLB LIMITED(SLB)280,703319,229+38,5269,64812,2520.62%+2,604
COPT DEFENSE PROPERTIES(CDP)487,783592,336+104,55314,17516,4670.83%+2,292
DOLLAR TREE INC(DLTR)060,710+60,71007,4680.38%+7,468
EPAM SYS INC(EPAM)049,047+49,047010,0490.51%+10,049
MADDEN STEVEN LTD(SHOO)261,641259,208-2,4338,76010,7930.55%+2,034
COLUMBIA BKG SYS INC(COLB)909,207904,709-4,49823,40325,2871.28%+1,884
KEYSIGHT TECHNOLOGIES INC(KEYS)104,30798,641-5,66618,24520,0431.01%+1,797
COHU INC(COHU)623,743621,378-2,36512,68114,4590.73%+1,779
PERMIAN RESOURCES CORP(PR)01,997,006+1,997,006028,0181.42%+28,018
MARZETTI COMPANY(MZTI)43,49656,459+12,9637,5169,2830.47%+1,767
GROUP 1 AUTOMOTIVE INC(GPI)28,13035,683+7,55312,30714,0340.71%+1,727
YETI HLDGS INC(YETI)156,021155,373-6485,1776,8630.35%+1,686
FIRST INTST BANCSYSTEM INC(FIBK)652,333649,318-3,01520,79022,4661.14%+1,677
CACTUS INC(WHD)0268,918+268,918012,2840.62%+12,284
ROGERS CORP(ROG)142,033141,309-72411,42812,9400.65%+1,512
WESCO INTL INC(WCC)75,65071,451-4,19916,00017,4800.88%+1,480
SPIRE INC(SR)103,516118,102+14,5868,4399,7670.49%+1,328
EXPRO GROUP HOLDINGS NV1,013,3061,000,687-12,61912,03813,3590.68%+1,321
TREEHOUSE FOODS INC331,124330,006-1,1186,6927,7850.39%+1,093
BLACK HILLS CORP142,359141,580-7798,7689,8280.50%+1,061
HUMANA INC(HUM)28,40532,821+4,4167,3908,4070.43%+1,016
AERCAP HOLDINGS NV(AER)061,336+61,33608,8180.45%+8,818
INSTALLED BLDG PRODS INC(IBP)86,10985,679-43021,24022,2241.12%+985
INDEPENDENT BK CORP MASS(INDB)274,725273,390-1,33519,00319,9791.01%+977
ALLY FINL INC(ALLY)247,389235,620-11,7699,69810,6710.54%+974
COTERRA ENERGY INC0328,336+328,33608,6420.44%+8,642
O-I GLASS INC(OI)0547,548+547,54808,0820.41%+8,082
FIRST HORIZON CORPORATION(FHN)1,727,8591,672,242-55,61739,06739,9672.02%+900
PORTLAND GEN ELEC CO(POR)240,552239,286-1,26610,58411,4830.58%+899
UNIVEST FINANCIAL CORPORATIO(UVSP)339,250337,535-1,71510,18411,0510.56%+867
CACI INTL INC(CACI)41,33840,256-1,08220,61921,4491.09%+830
DARLING INGREDIENTS INC(DAR)0208,866+208,86607,5190.38%+7,519
CTO RLTY GROWTH INC NEW0367,124+367,12406,7590.34%+6,759
ESSEX PPTY TR INC(ESS)032,628+32,62808,5380.43%+8,538
INGEVITY CORP(NGVT)170,944170,116-8289,43410,0670.51%+633
STAG INDL INC(STAG)0450,424+450,424016,5580.84%+16,558
GENPACT LIMITED
SHS
0218,189+218,189010,2070.52%+10,207
NMI HLDGS INC(NMIH)0254,362+254,362010,3750.52%+10,375
VALMONT INDS INC(VMI)59,27158,423-84822,98123,5051.19%+524
MURPHY USA INC(MUSA)031,645+31,645012,7690.65%+12,769
HARMONIC INC(HLIT)1,652,8331,743,158+90,32516,82617,2400.87%+414
ENVISTA HOLDINGS CORPORATION(NVST)498,472486,270-12,20210,15410,5570.53%+403
URBAN OUTFITTERS INC(URBN)110,862110,251-6117,9198,2970.42%+379
MGIC INVT CORP WIS(MTG)584,000578,571-5,42916,56816,9060.86%+338
CENCORA INC38,15236,091-2,06111,92412,1900.62%+266
OLD NATL BANCORP IND(ONB)934,496929,926-4,57020,51220,7471.05%+234
HASBRO INC(HAS)135,589128,068-7,52110,28410,5020.53%+217
INTERNATIONAL FLAVORS&FRAGRA(IFF)083,661+83,66105,6380.29%+5,638
STANDEX INTL CORP(SXI)110,598108,646-1,95223,43623,6071.19%+171
TYSON FOODS INC(TSN)093,488+93,48805,4800.28%+5,480
MID-AMER APT CMNTYS INC(MAA)066,568+66,56809,2470.47%+9,247
CABOT CORP(CBT)199,116230,092+30,97615,14315,2500.77%+108
WEBSTER FINL CORP(WBS)206,779196,937-9,84212,29112,3950.63%+104
WABTEC(WAB)048,874+48,874010,4320.53%+10,432
HANOVER INS GROUP INC(THG)95,10694,651-45517,27417,2990.88%+25
REINSURANCE GRP OF AMERICA I(RGA)070,714+70,714014,3870.73%+14,387
MGP INGREDIENTS INC NEW070,339+70,33901,7090.09%+1,709
BALL CORP166,722158,437-8,2858,4068,3920.42%-14
FB FINL CORP(FBK)371,005369,521-1,48420,68020,6191.04%-61
ASSOCIATED BANC CORP748,586744,531-4,05519,24619,1790.97%-67
DIAMONDBACK ENERGY INC(FANG)61,00557,558-3,4478,7308,6530.44%-77
INNOSPEC INC(IOSP)071,687+71,68705,4870.28%+5,487
HOST HOTELS & RESORTS INC(HST)338,405319,624-18,7815,7605,6670.29%-93
SILICON LABORATORIES INC(SLAB)0126,644+126,644016,5520.84%+16,552
CONSTELLATION BRANDS INC(STZ)030,720+30,72004,2380.21%+4,238
VOYA FINANCIAL INC(VOYA)249,685248,484-1,20118,67618,5100.94%-167
BORGWARNER INC132,924125,545-7,3795,8435,6570.29%-186
QUIDELORTHO CORP(QDEL)192,897191,850-1,0475,6815,4790.28%-202
SNAP ON INC(SNA)20,33219,806-5267,0466,8250.35%-221
AGREE RLTY CORP0404,859+404,859029,1621.48%+29,162
LKQ CORP(LKQ)0173,963+173,96305,2540.27%+5,254
WESTAMERICA BANCORPORATION(WABC)142,772141,929-8437,1376,7880.34%-349
ZIMMER BIOMET HOLDINGS INC(ZBH)92,80097,329+4,5299,1418,7520.44%-389
CITY HLDG CO(CHCO)74,42574,044-3819,2198,8260.45%-393
AMERIPRISE FINL INC(AMP)015,363+15,36307,5330.38%+7,533
ADDUS HOMECARE CORP104,585110,443+5,85812,34011,8600.60%-480
CHEESECAKE FACTORY INC(CAKE)0109,160+109,16005,5100.28%+5,510
CASEYS GEN STORES INC(CASY)14,59713,883-7148,2527,6740.39%-579
EXLSERVICE HOLDINGS INC(EXLS)305,222302,409-2,81313,43912,8340.65%-605
FIRST AMERN FINL CORP(FAF)193,804192,726-1,07812,45011,8410.60%-609
EVERCORE INC(EVR)39,55837,395-2,16313,34412,7240.64%-620
CENTERPOINT ENERGY INC(CNP)247,059233,739-13,3209,5868,9620.45%-624
CLEAN HARBORS INC(CLH)0144,974+144,974033,9931.72%+33,993
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