Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Leeward Investments, LLC - MA (CIK 1923173) reported $2.03B across 141 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIAV ($47.4M, 2.34%), PR ($41.2M, 2.03%), RRX ($41.1M, 2.03%), CLH ($40.3M, 1.99%), EHC ($32.6M, 1.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIAV | VIAVI SOLUTIONS INC | $47.4M | 2.34% | 1.4M | Trimmed |
| 2 | PR | PERMIAN RESOURCES CORP | $41.2M | 2.03% | 1.9M | Trimmed |
| 3 | RRX | REGAL REXNORD CORPORATION | $41.1M | 2.03% | 219,686 | Trimmed |
| 4 | CLH | CLEAN HARBORS INC | $40.3M | 1.99% | 140,651 | Trimmed |
| 5 | EHC | ENCOMPASS HEALTH CORP | $32.6M | 1.61% | 337,161 | Added |
| 6 | ADC | AGREE RLTY CORP | $29.6M | 1.46% | 393,073 | Trimmed |
| 7 | HXL | HEXCEL CORP NEW | $28.4M | 1.40% | 351,421 | Trimmed |
| 8 | SXI | STANDEX INTL CORP | $27.2M | 1.34% | 106,543 | Trimmed |
| 9 | NPO | ENPRO INC | $26.9M | 1.33% | 107,376 | Trimmed |
| 10 | NMRK | NEWMARK GROUP INC | $26.2M | 1.29% | 1.8M | Trimmed |
| 11 | KEYS | KEYSIGHT TECHNOLOGIES INC | $25.8M | 1.27% | 91,343 | Trimmed |
| 12 | SLAB | SILICON LABORATORIES INC | $25.5M | 1.26% | 122,592 | Trimmed |
| 13 | GTES | GATES INDL CORP PLC | $24.6M | 1.21% | 1.1M | Trimmed |
| 14 | LITE | LUMENTUM HLDGS INC | $24.5M | 1.21% | 34,888 | Trimmed |
| 15 | COLB | COLUMBIA BKG SYS INC | $24.2M | 1.19% | 880,432 | Trimmed |
| 16 | WTFC | WINTRUST FINL CORP | $23.5M | 1.16% | 168,932 | Trimmed |
| 17 | PFGC | PERFORMANCE FOOD GROUP CO | $23.6M | 1.16% | 275,068 | Added |
| 18 | IDA | IDACORP INC | $23.3M | 1.15% | 162,960 | Trimmed |
| 19 | VLY | VALLEY NATL BANCORP | $22.8M | 1.13% | 1.9M | Trimmed |
| 20 | VMI | VALMONT INDS INC | $22.9M | 1.13% | 57,369 | Trimmed |
| 21 | FHN | FIRST HORIZON CORPORATION | $22.3M | 1.10% | 978,868 | Trimmed |
| 22 | PBH | PRESTIGE CONSMR HEALTHCARE I | $22.3M | 1.10% | 376,808 | Trimmed |
| 23 | IBP | INSTALLED BLDG PRODS INC | $22.1M | 1.09% | 83,374 | Trimmed |
| 24 | CACI | CACI INTL INC | $21.5M | 1.06% | 39,479 | Trimmed |
| 25 | FIBK | FIRST INTST BANCSYSTEM INC | $21.1M | 1.04% | 631,978 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31