What does Windward Management LP hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · Q4 2025

Windward Management LP filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

GROUPON INC

$47M2.7M27.8%

NETGEAR INC

$35M1.4M20.8%

GEO GROUP INC NEW

$31M1.9M18.0%

TURTLE BEACH CORP

$24M1.7M14.1%

BARNES & NOBLE ED INC

$16M1.7M9.2%

JACK IN THE BOX INC

$7M390K4.3%

ALLOT LTD

$5M517K3.0%

CLEARWATER PAPER CORP

$4M250K2.6%

VIVID SEATS INC

$409,52857K0.2%

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