Leeward Investments, LLC - Ma Top Holdings and 13F Report (2026) About Leeward Investments, LLC - MaInvestment ActivityLeeward Investments, LLC - Ma has $2.03 billion in total holdings as of March 31, 2026.Leeward Investments, LLC - Ma owns shares of 142 different stocks, but just 87 companies or ETFs make up 80% of its holdings.Approximately 5.17% of the portfolio was purchased this quarter.About 8.81% of the portfolio was sold this quarter.This quarter, Leeward Investments, LLC - Ma has purchased 141 new stocks and bought additional shares in 17 stocks.Leeward Investments, LLC - Ma sold shares of 119 stocks and completely divested from 5 stocks this quarter.Largest Holdings Viavi Solutions $47,399,772PERMIAN RESOURCES CORP $41,177,079Regal Rexnord $41,138,362Clean Harbors $40,328,750Encompass Health $32,613,553 Largest New Holdings this Quarter 828730200 - Simmons First National $15,744,250 Holding78454L100 - SM Energy $13,299,060 Holding42328H109 - HELIOS TECHNOLOGIES INC $9,658,938 Holding89055F103 - TopBuild $8,923,800 Holding751212101 - Ralph Lauren $7,337,499 Holding Largest Purchases this Quarter Simmons First National 809,473 shares (about $15.74M)SM Energy 426,525 shares (about $13.30M)HELIOS TECHNOLOGIES INC 149,265 shares (about $9.66M)TopBuild 25,402 shares (about $8.92M)Performance Food Group 94,644 shares (about $8.11M) Largest Sales this Quarter Lumentum 79,390 shares (about $55.79M)First Horizon 693,374 shares (about $15.78M)Viavi Solutions 180,818 shares (about $6.02M)iShares S&P Mid-Cap 400 Value ETF 44,336 shares (about $5.87M)Casey's General Stores 5,882 shares (about $4.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeeward Investments, LLC - Ma Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIAVViavi Solutions$47,399,772$6,017,623 â–¼-11.3%1,424,2722.3%Computer and TechnologyPERMIAN RESOURCES CORP$41,177,079$1,399,082 â–¼-3.3%1,931,3832.0%CLASS A COMRRXRegal Rexnord$41,138,362$2,411,907 â–¼-5.5%219,6862.0%IndustrialsCLHClean Harbors$40,328,750$1,239,530 â–¼-3.0%140,6512.0%Business ServicesEHCEncompass Health$32,613,553$307,795 â–²1.0%337,1611.6%MedicalADCAgree Realty$29,629,868$888,429 â–¼-2.9%393,0731.5%FinanceHXLHexcel$28,440,542$868,542 â–¼-3.0%351,4211.4%AerospaceSXIStandex International$27,153,549$535,971 â–¼-1.9%106,5431.3%IndustrialsNPOEnpro$26,913,794$890,309 â–¼-3.2%107,3761.3%Business ServicesNMRKNewmark Group$26,240,085$486,156 â–¼-1.8%1,750,5061.3%FinanceKEYSKeysight Technologies$25,792,551$2,060,739 â–¼-7.4%91,3431.3%Computer and TechnologySLABSilicon Laboratories$25,517,525$843,424 â–¼-3.2%122,5921.3%Computer and TechnologyGTESGates Industrial$24,589,370$678,571 â–¼-2.7%1,087,5441.2%IndustrialsLITELumentum$24,517,760$55,791,819 â–¼-69.5%34,8881.2%Computer and TechnologyCOLBColumbia Banking System$24,150,250$665,918 â–¼-2.7%880,4321.2%FinancePFGCPerformance Food Group$23,562,314$8,107,201 â–²52.5%275,0681.2%Retail/WholesaleWTFCWintrust Financial$23,471,412$462,392 â–¼-1.9%168,9321.2%FinanceIDAIDACORP$23,298,391$642,078 â–¼-2.7%162,9601.1%UtilitiesVMIValmont Industries$22,922,931$421,147 â–¼-1.8%57,3691.1%IndustrialsVLYValley National Bancorp$22,846,424$626,366 â–¼-2.7%1,860,4581.1%FinancePBHPrestige Consumer Healthcare$22,333,410$623,106 â–¼-2.7%376,8081.1%MedicalFHNFirst Horizon$22,279,030$15,781,188 â–¼-41.5%978,8681.1%FinanceIBPInstalled Building Products$22,106,616$611,171 â–¼-2.7%83,3741.1%ConstructionCACICACI International$21,471,444$422,587 â–¼-1.9%39,4791.1%Computer and TechnologyHURNHuron Consulting Group$21,156,966$301,131 â–¼-1.4%165,9501.0%Business ServicesFIBKFirst Interstate BancSystem$21,108,065$579,156 â–¼-2.7%631,9781.0%FinanceVVVValvoline$20,982,685$979,651 â–²4.9%623,0011.0%Retail/WholesaleAXTAAxalta Coating Systems$20,399,656$616,823 â–¼-2.9%736,4501.0%Basic MaterialsNBHCNational Bank$20,360,067$559,636 â–¼-2.7%519,9201.0%FinanceITTITT$20,300,972$293,797 â–¼-1.4%106,5501.0%Multi-Sector ConglomeratesSTWDStarwood Property Trust$20,284,391$608,572 â–¼-2.9%1,177,9551.0%FinanceINDBIndependent Bank$20,011,350$550,312 â–¼-2.7%266,0731.0%FinanceONBOld National Bancorp$19,999,616$551,749 â–¼-2.7%904,9601.0%FinanceCOHUCohu$19,784,592$757,998 â–²4.0%646,1331.0%Computer and TechnologyVOYAVoya Financial$19,778,503$2,802,076 â–²16.5%289,4981.0%FinanceMUSAMurphy USA$19,662,476$4,030,795 â–²25.8%39,8051.0%Retail/WholesaleWCCWESCO International$18,895,803$654,495 â–¼-3.3%69,0590.9%Computer and TechnologyASBAssociated Banc$18,737,716$515,855 â–¼-2.7%724,5830.9%FinanceKFYKorn/Ferry International$18,699,549$5,617,910 â–²42.9%297,0540.9%Business ServicesFBKFB Financial$18,678,559$514,362 â–¼-2.7%359,6180.9%FinanceGPIGroup 1 Automotive$17,934,694$6,136,824 â–²52.0%54,2440.9%Retail/WholesaleCDPCOPT Defense Properties$17,694,083$431,399 â–¼-2.4%578,2380.9%FinanceXPROExpro Group$16,948,252$473,709 â–¼-2.7%973,4780.8%EnergyCBTCabot$16,924,793$403,436 â–¼-2.3%224,7350.8%Basic MaterialsAKAMAkamai Technologies$16,441,440$568,277 â–¼-3.3%143,1560.8%Computer and TechnologyTHGThe Hanover Insurance Group$15,967,962$439,789 â–¼-2.7%92,1140.8%FinanceSLBSLB$15,856,047$549,154 â–¼-3.3%308,5430.8%EnergySTAGStag Industrial$15,805,531$436,759 â–¼-2.7%438,3120.8%FinanceBDCBelden$15,774,886$794,968 â–²5.3%137,3760.8%IndustrialsSFNCSimmons First National$15,744,250$15,744,250 â–²New Holding809,4730.8%FinanceINGRIngredion$15,648,919$469,116 â–¼-2.9%138,9040.8%Consumer StaplesDORMDorman Products$15,617,265$3,453,377 â–²28.4%149,6480.8%Auto/Tires/TrucksHLITHarmonic$15,263,324$390,235 â–¼-2.5%1,699,7020.8%Computer and TechnologyNSANational Storage Affiliates Trust$14,848,652$388,005 â–¼-2.5%393,4460.7%FinanceMTGMGIC Investment$14,845,373$342,116 â–¼-2.3%565,5380.7%FinanceROGRogers$14,764,207$402,487 â–¼-2.7%137,5590.7%Computer and TechnologyMCHPMicrochip Technology$14,499,067$500,792 â–¼-3.3%224,4090.7%Computer and TechnologyNVRIEnviri$14,489,998$395,343 â–¼-2.7%738,5320.7%Business ServicesGMEDGlobus Medical$14,471,003$403,746 â–¼-2.7%167,9550.7%MedicalRGAReinsurance Group of America$13,954,333$482,634 â–¼-3.3%68,3500.7%FinanceGNTXGentex$13,919,370$408,901 â–¼-2.9%637,0420.7%Auto/Tires/TrucksCHIMERA INVT CORP$13,799,127$370,915 â–¼-2.6%1,099,5320.7%COM SHSETREntergy$13,346,010$461,800 â–¼-3.3%118,7790.7%UtilitiesSMSM Energy$13,299,060$13,299,060 â–²New Holding426,5250.7%EnergyWBSWebster Financial$13,213,523$457,824 â–¼-3.3%190,3420.7%FinanceDTEDTE Energy$12,947,720$447,577 â–¼-3.3%88,5500.6%UtilitiesOPCHOption Care Health$12,791,765$356,394 â–¼-2.7%475,1770.6%MedicalSRSpire$12,768,404$2,075,449 â–²19.4%141,0250.6%UtilitiesDARDarling Ingredients$12,484,403$433,939 â–¼-3.4%201,8500.6%Consumer StaplesWHDCactus$12,392,324$346,322 â–¼-2.7%261,6070.6%EnergyEVERGY INC$12,354,836$427,458 â–¼-3.3%150,8160.6%COMPORPortland General Electric$12,288,444$338,678 â–¼-2.7%232,8680.6%UtilitiesNVSTEnvista$11,978,250$358,428 â–¼-2.9%472,1420.6%MedicalWABWabtec$11,805,733$408,352 â–¼-3.3%47,2400.6%TransportationNGVTIngevity$11,792,127$325,236 â–¼-2.7%165,5500.6%Basic MaterialsLABCORP HOLDINGS INC$11,695,616$403,150 â–¼-3.3%43,8350.6%COM SHSAAgilent Technologies$11,617,643$1,273,499 â–²12.3%101,9270.6%MedicalDOVDover$11,516,988$397,720 â–¼-3.3%55,2510.6%IndustrialsADUSAddus HomeCare$11,318,258$975,271 â–²9.4%120,8570.6%MedicalFAFFirst American Financial$11,307,209$312,242 â–¼-2.7%187,5470.6%FinanceARMKAramark$11,285,947$390,968 â–¼-3.3%278,3900.6%Business ServicesUVSPUnivest Corporation of Pennsylvania$11,253,177$310,772 â–¼-2.7%328,4640.6%FinanceCTRACoterra Energy$11,154,845$382,886 â–¼-3.3%317,4400.6%EnergyPTCPTC$11,089,925$881,876 â–²8.6%77,8290.5%Computer and TechnologyFANGDiamondback Energy$11,005,071$379,362 â–¼-3.3%55,6400.5%EnergyPKGPackaging Corporation of America$10,968,363$874,982 â–²8.7%51,6840.5%IndustrialsCORCencora$10,959,963$377,594 â–¼-3.3%34,8890.5%MedicalEVREvercore$10,791,333$371,343 â–¼-3.3%36,1510.5%FinanceIWNiShares Russell 2000 Value ETF$10,717,523$238,125 â–¼-2.2%56,5300.5%ETFLHXL3Harris Technologies$10,560,481$363,095 â–¼-3.3%30,5970.5%AerospaceSLGNSilgan$10,537,537$280,757 â–¼-2.6%271,5860.5%IndustrialsWTWWillis Towers Watson Public$10,091,529$347,382 â–¼-3.3%34,7150.5%FinanceCNPCenterPoint Energy$9,750,475$337,683 â–¼-3.3%225,9150.5%UtilitiesHELIOS TECHNOLOGIES INC$9,658,938$9,658,938 â–²New Holding149,2650.5%COMBKHBlack Hills$9,562,963$264,105 â–¼-2.7%137,7750.5%UtilitiesNMIHNMI$9,326,186$214,932 â–¼-2.3%248,6320.5%FinanceBALLBall$9,052,001$313,224 â–¼-3.3%153,1380.4%IndustrialsEXLSExlService$9,001,294$207,060 â–¼-2.2%295,6090.4%Computer and TechnologyALLYAlly Financial$8,934,142$309,251 â–¼-3.3%227,7370.4%FinanceBLDTopBuild$8,923,800$8,923,800 â–²New Holding25,4020.4%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
