§ 13F · FUND PROFILE
Leeward Investments, LLC - MA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.0B (13F)Positions · 142Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$60M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VIAV | VIAVI SOLUTIONS INC | 1.42M | $47M | 2.3% | −11% |
| 2 | PR | PERMIAN RESOURCES CORP | 1.93M | $41M | 2.0% | −3% |
| 3 | RRX | REGAL REXNORD CORPORATION | 220K | $41M | 2.0% | −6% |
| 4 | CLH | CLEAN HARBORS INC | 141K | $40M | 2.0% | −3% |
| 5 | EHC | ENCOMPASS HEALTH CORP | 337K | $33M | 1.6% | +1% |
| 6 | ADC | AGREE RLTY CORP | 393K | $30M | 1.5% | −3% |
| 7 | HXL | HEXCEL CORP NEW | 351K | $28M | 1.4% | −3% |
| 8 | SXI | STANDEX INTL CORP | 107K | $27M | 1.3% | −2% |
| 9 | NPO | ENPRO INC | 107K | $27M | 1.3% | −3% |
| 10 | NMRK | NEWMARK GROUP INC | 1.75M | $26M | 1.3% | −2% |
§ 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 $2.0 billion in assets. The fund runs a portfolio of 142 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed