
WINDWARD MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | GRPN | 1.94M | $34.12B |
![]() | BNED | 1.70M | $15.62B |
![]() | NTGR | 1.45M | $35.47B |
![]() | GEO | 797K | $12.85B |
![]() | JACK | 390K | $7.39B |
![]() | ALLT | 216K | $2.13B |
![]() | SEAT | 57K | $409.53M |

Groupon, Inc.
GRPN
Shares Held
1.94M
Value
$34.12B

Barnes & Noble Education, Inc.
BNED
Shares Held
1.70M
Value
$15.62B

NETGEAR, Inc.
NTGR
Shares Held
1.45M
Value
$35.47B

The GEO Group, Inc.
GEO
Shares Held
797K
Value
$12.85B

Jack in the Box Inc.
JACK
Shares Held
390K
Value
$7.39B

Allot Ltd.
ALLT
Shares Held
216K
Value
$2.13B

Vivid Seats Inc.
SEAT
Shares Held
57K
Value
$409.53M
