Leeward Investments, LLC - MA
CIK 1923173 · Holdings on Dec 31, 2024 · First reported Feb 4, 2025
Top ten holdings
Q4 2024- EHC2.07%
- CLH1.98%
- FHN1.91%
- 72346Q1041.75%
- ADC1.66%
- WTFC1.59%
- RRX1.54%
- PR1.49%
- INGR1.47%
- PBH1.46%
Share classes counted separately16.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FHNWeight increased · +0.45 pp1.46% → 1.91%Shares -112.92K (-5.58%)
- LITEWeight increased · +0.36 pp1.10% → 1.46%Shares -26.04K (-6.93%)
- CLHWeight decreased · -0.34 pp2.32% → 1.98%Shares -34.60K (-16.70%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | EHCENCOMPASS HEALTH CORP View history and evidence | $41.64M | 2.07% | 450.87K shares | 2.27% → 2.07%-0.20 pp -56.54K (-11.14%) | Reduced | ↗▾ |
| 02 | CLHCLEAN HARBORS INC View history and evidence | $39.73M | 1.98% | 172.63K shares | 2.32% → 1.98%-0.34 pp -34.60K (-16.70%) | Reduced | ↗▾ |
| 03 | FHNFIRST HORIZON CORP View history and evidence | $38.45M | 1.91% | 1.91M shares | 1.46% → 1.91%+0.45 pp -112.92K (-5.58%) | Reduced | ↗▾ |
| 04 | 72346Q104PINNACLE FINL PARTNERS INC View history and evidence | $35.16M | 1.75% | 307.39K shares | 1.49% → 1.75%+0.26 pp -19.48K (-5.96%) | Reduced | ↗▾ |
| 05 | ADCAGREE REALTY CORP View history and evidence | $33.35M | 1.66% | 473.38K shares | 1.75% → 1.66%-0.09 pp -27.79K (-5.54%) | Reduced | ↗▾ |
| 06 | WTFCWINTRUST FINANCIAL CORP View history and evidence | $32.01M | 1.59% | 256.66K shares | 1.39% → 1.59%+0.20 pp -19.11K (-6.93%) | Reduced | ↗▾ |
| 07 | RRXREGAL REXNORD CORP View history and evidence | $30.86M | 1.54% | 198.92K shares | 1.62% → 1.54%-0.08 pp -12.04K (-5.70%) | Reduced | ↗▾ |
| 08 | PRPERMIAN RESOURCES CORP-CL ACLASS A COM View history and evidence | $29.83M | 1.49% | 2.07M shares | 1.36% → 1.49%+0.13 pp -76.48K (-3.56%) | Reduced | ↗▾ |
| 09 | INGRINGREDION INC View history and evidence | $29.56M | 1.47% | 214.92K shares | 1.45% → 1.47%+0.02 pp -12.53K (-5.51%) | Reduced | ↗▾ |
| 10 | PBHPRESTIGE CONSUMER HEALTHCARE View history and evidence | $29.41M | 1.46% | 376.68K shares | 1.35% → 1.46%+0.11 pp -28.05K (-6.93%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DOC HEALTHPEAK PROPERTIES INC | Non-derivative | -339,982 | -$7.78M | SEC filing ↗ | SEC filing ↗ |
| EME EMCOR GROUP INC | Non-derivative | -17,277 | -$7.44M | SEC filing ↗ | SEC filing ↗ |
| OXM OXFORD INDUSTRIES INC | Non-derivative | -61,501 | -$5.34M | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1923173 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2008062193
}Research all 145 reported holdings.
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