LEEWARD INVESTMENTS, LLC - MA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PR | 2.05M | $26.24M |
 | NMRK | 1.81M | $33.70M |
 | FHN | 1.73M | $39.07M |
 | HLIT | 1.65M | $16.83M |
 | VIAV | 1.63M | $20.72M |
 | VLY | 1.59M | $16.84M |
 | STWD | 1.24M | $24.11M |
 | CIM | 1.13M | $15.00M |
 | GTES | 1.12M | $27.87M |
 | XPRO | 1.01M | $12.04M |
 | ONB | 934K | $20.51M |
 | COLB | 909K | $23.40M |
 | ASB | 749K | $19.25M |
 | GNTX | 671K | $18.98M |
 | FIBK | 652K | $20.79M |
 | COHU | 624K | $12.68M |
 | MTG | 584K | $16.57M |
 | OI | 550K | $7.14M |
 | VVV | 531K | $19.05M |
 | NVST | 498K | $10.15M |
Permian Resources Corporation
PR
Shares Held
2.05M
Value
$26.24M
Newmark Group, Inc.
NMRK
Shares Held
1.81M
Value
$33.70M
First Horizon Corporation
FHN
Shares Held
1.73M
Value
$39.07M
Harmonic Inc.
HLIT
Shares Held
1.65M
Value
$16.83M
Viavi Solutions Inc.
VIAV
Shares Held
1.63M
Value
$20.72M
Valley National Bancorp
VLY
Shares Held
1.59M
Value
$16.84M
Starwood Property Trust, Inc.
STWD
Shares Held
1.24M
Value
$24.11M
Chimera Investment Corporation
CIM
Shares Held
1.13M
Value
$15.00M
Gates Industrial Corporation plc
GTES
Shares Held
1.12M
Value
$27.87M
Expro Group Holdings N.V.
XPRO
Shares Held
1.01M
Value
$12.04M
Old National Bancorp
ONB
Shares Held
934K
Value
$20.51M
Columbia Banking System, Inc.
COLB
Shares Held
909K
Value
$23.40M
Associated Banc-Corp
ASB
Shares Held
749K
Value
$19.25M
Gentex Corporation
GNTX
Shares Held
671K
Value
$18.98M
First Interstate BancSystem, Inc.
FIBK
Shares Held
652K
Value
$20.79M
Cohu, Inc.
COHU
Shares Held
624K
Value
$12.68M
MGIC Investment Corporation
MTG
Shares Held
584K
Value
$16.57M
O-I Glass, Inc.
OI
Shares Held
550K
Value
$7.14M
Valvoline Inc.
VVV
Shares Held
531K
Value
$19.05M
Envista Holdings Corp
NVST
Shares Held
498K
Value
$10.15M