Leeward Investments, LLC - MA
CIK 1923173 · Holdings on Mar 31, 2026 · First reported Apr 17, 2026
Top ten holdings
Q1 2026- VIAV2.34%
- PR2.03%
- RRX2.03%
- CLH1.99%
- EHC1.61%
- ADC1.46%
- HXL1.40%
- SXI1.34%
- NPO1.33%
- NMRK1.29%
Share classes counted separately16.82%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LITEWeight decreased · -0.92 pp2.13% → 1.21%Shares -79.39K (-69.47%)
- FHNWeight decreased · -0.92 pp2.02% → 1.10%Shares -693.37K (-41.46%)
- VIAVWeight increased · +0.89 pp1.45% → 2.34%Shares -180.82K (-11.27%)
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 | VIAVVIAVI SOLUTIONS INC View history and evidence | $47.40M | 2.34% | 1.42M shares | 1.45% → 2.34%+0.89 pp -180.82K (-11.27%) | Reduced | ↗▾ |
| 02 | PRPERMIAN RESOURCES CORP-CL ACLASS A COM View history and evidence | $41.18M | 2.03% | 1.93M shares | 1.42% → 2.03%+0.61 pp -65.62K (-3.29%) | Reduced | ↗▾ |
| 03 | RRXREGAL REXNORD CORP View history and evidence | $41.14M | 2.03% | 219.69K shares | 1.65% → 2.03%+0.38 pp -12.88K (-5.54%) | Reduced | ↗▾ |
| 04 | CLHCLEAN HARBORS INC View history and evidence | $40.33M | 1.99% | 140.65K shares | 1.72% → 1.99%+0.27 pp -4.32K (-2.98%) | Reduced | ↗▾ |
| 05 | EHCENCOMPASS HEALTH CORP View history and evidence | $32.61M | 1.61% | 337.16K shares | 1.79% → 1.61%-0.18 pp +3.18K (+0.95%) | Added | ↗▾ |
| 06 | ADCAGREE REALTY CORP View history and evidence | $29.63M | 1.46% | 393.07K shares | 1.48% → 1.46%-0.02 pp -11.79K (-2.91%) | Reduced | ↗▾ |
| 07 | HXLHEXCEL CORP View history and evidence | $28.44M | 1.40% | 351.42K shares | 1.35% → 1.40%+0.05 pp -10.73K (-2.96%) | Reduced | ↗▾ |
| 08 | SXISTANDEX INTERNATIONAL CORP View history and evidence | $27.15M | 1.34% | 106.54K shares | 1.19% → 1.34%+0.15 pp -2.10K (-1.94%) | Reduced | ↗▾ |
| 09 | NPOENPRO INC View history and evidence | $26.91M | 1.33% | 107.38K shares | 1.20% → 1.33%+0.13 pp -3.55K (-3.20%) | Reduced | ↗▾ |
| 10 | NMRKNEWMARK GROUP INC-CLASS ACL A View history and evidence | $26.24M | 1.29% | 1.75M shares | 1.56% → 1.29%-0.27 pp -32.43K (-1.82%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HAS HASBRO INC | Non-derivative | -128,068 | -$10.50M | SEC filing ↗ | SEC filing ↗ |
| CIVI CIVITAS RESOURCES INC | Non-derivative | -301,484 | -$8.17M | SEC filing ↗ | SEC filing ↗ |
| THS TREEHOUSE FOODS INC | Non-derivative | -330,006 | -$7.78M | 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2027429488
}Research all 142 reported holdings.
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