13F Insight
DOSSIER · 13F-HR · Q2 2026

Leeward Investments, LLC - MA

$2.2B in tracked AUM across 140 positions as of Q2 2026.

LI
CIK 0001923173 · last filed Jun 30, 2026
Total AUM
$2.2B
as of Q2 2026
Holdings
140
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Leeward Investments, LLC - MA filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ROG
ROGERS CORP
$51M314K2.3%02
RRX
REGAL REXNORD CORPORATION
$51M214K2.3%03
VIAV
VIAVI SOLUTIONS INC
$48M1.0M2.2%04
CLH
CLEAN HARBORS INC
$41M136K1.8%05
NPO
ENPRO INC
$40M106K1.8%06
COHU
COHU INC
$39M529K1.8%07
SXI
STANDEX INTL CORP
$37M105K1.7%08
PR
PERMIAN RESOURCES CORP
$35M1.9M1.6%09
HXL
HEXCEL CORP NEW
$34M339K1.5%10
EHC
ENCOMPASS HEALTH CORP
$33M327K1.5%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$2.0B▼ 8.1%
144 positionsLocked
Showing 12 of 18