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Leeward Investments, LLC - MA

Q2 2026 13F Holdings

  • Location
    boston, MA
  • Num holdings

    140

  • Value ($000)

    $2,199,613

  • Date Filed
    07/29/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
R
RG6

ROGERS CORP

COM
775133101
$51.39M
2 %

313,859

R
RRX

REGAL REXNORD CORPORATION

COM
758750103
$50.92M
2 %

213,781

V
VIAV

VIAVI SOLUTIONS INC

COM
925550105
$48.46M
2 %

1,014,826

C
CLH

CLEAN HARBORS INC

COM
184496107
$40.5M
2 %

135,566

N
NPO

ENPRO INC

COM
29355X107
$39.81M
2 %

105,620

C
COHU

COHU INC

COM
192576106
$39.06M
2 %

528,519

S
SXI

STANDEX INTL CORP

COM
854231107
$37.49M
2 %

104,823

P
PR

PERMIAN RESOURCES CORP

CLASS A COM
71424F105
$34.52M
2 %

1,874,823

H
HXL

HEXCEL CORP NEW

COM
428291108
$33.93M
2 %

339,094

E
EHC

ENCOMPASS HEALTH CORP

COM
29261A100
$33.08M
2 %

327,277

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