13F Insight
DOSSIER · 13F-HR · Q3 2026

Leeward Investments, LLC - MA

$2.0B in tracked AUM across 139 positions as of Q3 2026.

LI
CIK 0001923173 · last filed Sep 30, 2026
Total AUM
$2.0B
as of Q3 2026
Holdings
139
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Leeward Investments, LLC - MA filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ROG
ROGERS CORP
$50M329K2.5%02
CLH
CLEAN HARBORS INC
$41M131K2.1%03
EHC
ENCOMPASS HEALTH CORP
$38M313K1.9%04
PR
PERMIAN RESOURCES CORP
$38M1.8M1.9%05
RRX
REGAL REXNORD CORPORATION
$32M206K1.6%06
NPO
ENPRO INC
$30M99K1.5%07
VIAV
VIAVI SOLUTIONS INC
$27M655K1.4%08
SXI
STANDEX INTL CORP
$27M99K1.4%09
G39104107
GATES INDL CORP LTD
$26M1.0M1.3%10
HXL
HEXCEL CORP NEW
$25M303K1.3%

Filing history

2026Q3Sep 30
$2.0B▼ 10.1%
139 positionsView →2026Q2Jun 30
$2.2B▲ 8.5%
140 positionsView →2026Q1Mar 31
$2.0B▲ 2.6%
142 positionsView →2025Q4Dec 31
$2.0B▲ 1.0%
141 positionsView →2025Q3Sep 30
$2.0B▲ 4.2%
142 positionsLocked2025Q2Jun 30
$1.9B▼ 0.1%
141 positionsLocked2025Q1Mar 31
$1.9B▼ 6.3%
143 positionsLocked2024Q4Dec 31
$2.0B▼ 6.8%
145 positionsLocked2024Q3Sep 30
$2.2B▼ 1.0%
145 positionsLocked2024Q2Jun 30
$2.2B▼ 3.6%
145 positionsLocked2024Q1Mar 31
$2.3B▲ 6.0%
146 positionsLocked2023Q4Dec 31
$2.1B▲ 8.8%
144 positionsLocked
Showing 12 of 19