§ 13F · FUND PROFILE
Leeward Investments, LLC - MA.
AUM · $2.2B (13F)Positions · 140Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ROG | ROGERS CORP | 314K | $51M | 2.3% | +128% |
| 2 | RRX | REGAL REXNORD CORPORATION | 214K | $51M | 2.3% | −3% |
| 3 | VIAV | VIAVI SOLUTIONS INC | 1.01M | $48M | 2.2% | −29% |
| 4 | CLH | CLEAN HARBORS INC | 136K | $41M | 1.8% | −4% |
| 5 | NPO | ENPRO INC | 106K | $40M | 1.8% | −2% |
| 6 | COHU | COHU INC | 529K | $39M | 1.8% | −18% |
| 7 | SXI | STANDEX INTL CORP | 105K | $37M | 1.7% | −2% |
| 8 | PR | PERMIAN RESOURCES CORP | 1.87M | $35M | 1.6% | −3% |
| 9 | HXL | HEXCEL CORP NEW | 339K | $34M | 1.5% | −4% |
| 10 | EHC | ENCOMPASS HEALTH CORP | 327K | $33M | 1.5% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEEWARD SIGNAL
AC read
Leeward Investments, LLC - MA is a Other fund managing $2.2 billion in assets. The fund runs a portfolio of 140 positions.
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