Leeward Investments, LLC - MA
CIK 1923173
13F filing for Q2 2026・No. 1,541
- Holdings
- US$2.2B
- Quarter change
- +US$172.18M
- Entries
- 140
- Net bought (estimate)
- −US$73M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 5
- Cut 115
- Added 22
- Corporate actions 0
- Unchanged 0
Largest holdings
140 stocks worth US$2.2B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ROGROGERS CORPCOM | Added | 313,859 | US$51.39M | 2.34% |
| RRXREGAL REXNORD CORPORATIONCOM | Cut | 213,781 | US$50.92M | 2.31% |
| VIAVVIAVI SOLUTIONS INCCOM | Cut | 1,014,826 | US$48.46M | 2.20% |
| CLHCLEAN HARBORS INCCOM | Cut | 135,566 | US$40.5M | 1.84% |
| NPOENPRO INCCOM | Cut | 105,620 | US$39.81M | 1.81% |
| COHU INCCOM | Cut | 528,519 | US$39.06M | 1.78% |
| STANDEX INTL CORPCOM | Cut | 104,823 | US$37.49M | 1.70% |
| PRPERMIAN RESOURCES CORPCLASS A COM | Cut | 1,874,823 | US$34.52M | 1.57% |
| HXLHEXCEL CORP NEWCOM | Cut | 339,094 | US$33.93M | 1.54% |
| EHCENCOMPASS HEALTH CORPCOM | Cut | 327,277 | US$33.08M | 1.50% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.