Leeward Investments, LLC - MA

Q1 2025 13F Holdings

  • Location
    boston, MA
  • Num holdings

    143

  • Value ($000)

    $1,881,133

  • Date Filed
    04/29/2025
  • Form type
    13F-HR
  • CIK
    0001923173
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
EHC
EHC

ENCOMPASS HEALTH CORP

COM
29261A100
$43.79M
2 %

432,357

FHN
FHN

FIRST HORIZON CORPORATION

COM
320517105
$35.57M
2 %

1,831,744

ADC
ADC

AGREE RLTY CORP

COM
008492100
$35.05M
2 %

454,016

PFZ
PFZ

PINNACLE FINL PARTNERS INC

COM
72346Q104
$31.24M
2 %

294,625

CLH
CLH

CLEAN HARBORS INC

COM
184496107
$31.13M
2 %

157,954

PBV
PBV

PRESTIGE CONSMR HEALTHCARE I

COM
74112D101
$30.94M
2 %

359,898

---

HURON CONSULTING GROUP INC

COM
447462102
$28.29M
2 %

197,220

LITE
LITE

LUMENTUM HLDGS INC

COM
55024U109
$28.05M
2 %

449,890

WF2
WF2

WINTRUST FINL CORP

COM
97650W108
$27.58M
2 %

245,260

PR
PR

PERMIAN RESOURCES CORP

CLASS A COM
71424F105
$27.57M
2 %

1,990,938

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