13F Insight
DOSSIER · 13F-HR · Q1 2026

Leeward Investments, LLC - MA

$2.0B in tracked AUM across 142 positions as of Q1 2026.

LI
CIK 0001923173 · last filed Mar 31, 2026
Total AUM
$2.0B
as of Q1 2026
Holdings
142
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Leeward Investments, LLC - MA filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VIAV
VIAVI SOLUTIONS INC
$47M1.4M2.3%02
PR
PERMIAN RESOURCES CORP
$41M1.9M2.0%03
RRX
REGAL REXNORD CORPORATION
$41M220K2.0%04
CLH
CLEAN HARBORS INC
$40M141K2.0%05
EHC
ENCOMPASS HEALTH CORP
$33M337K1.6%06
ADC
AGREE RLTY CORP
$30M393K1.5%07
HXL
HEXCEL CORP NEW
$28M351K1.4%08
SXI
STANDEX INTL CORP
$27M107K1.3%09
NPO
ENPRO INC
$27M107K1.3%10
NMRK
NEWMARK GROUP INC
$26M1.8M1.3%

Filing history

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 positionsLocked2023Q2Jun 30
$2.1B▼ 2.9%
142 positionsLocked
Showing 12 of 17