LEEWARD INVESTMENTS, LLC - MA
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PR | 2.00M | $28.02M |
 | VLY | 1.91M | $22.33M |
 | NMRK | 1.78M | $30.92M |
 | HLIT | 1.74M | $17.24M |
 | FHN | 1.67M | $39.97M |
 | VIAV | 1.61M | $28.60M |
 | STWD | 1.21M | $21.85M |
 | CIM | 1.13M | $14.03M |
 | GTES | 1.12M | $23.99M |
 | XPRO | 1.00M | $13.36M |
 | ONB | 930K | $20.75M |
 | COLB | 905K | $25.29M |
 | AXTA | 759K | $24.51M |
 | ASB | 745K | $19.18M |
 | GNTX | 656K | $15.26M |
 | FIBK | 649K | $22.47M |
 | COHU | 621K | $14.46M |
 | VVV | 594K | $17.26M |
 | CDP | 592K | $16.47M |
 | MTG | 579K | $16.91M |
Permian Resources Corporation
PR
Shares Held
2.00M
Value
$28.02M
Valley National Bancorp
VLY
Shares Held
1.91M
Value
$22.33M
Newmark Group, Inc.
NMRK
Shares Held
1.78M
Value
$30.92M
Harmonic Inc.
HLIT
Shares Held
1.74M
Value
$17.24M
First Horizon Corporation
FHN
Shares Held
1.67M
Value
$39.97M
Viavi Solutions Inc.
VIAV
Shares Held
1.61M
Value
$28.60M
Starwood Property Trust, Inc.
STWD
Shares Held
1.21M
Value
$21.85M
Chimera Investment Corporation
CIM
Shares Held
1.13M
Value
$14.03M
Gates Industrial Corporation plc
GTES
Shares Held
1.12M
Value
$23.99M
Expro Group Holdings N.V.
XPRO
Shares Held
1.00M
Value
$13.36M
Old National Bancorp
ONB
Shares Held
930K
Value
$20.75M
Columbia Banking System, Inc.
COLB
Shares Held
905K
Value
$25.29M
Axalta Coating Systems Ltd.
AXTA
Shares Held
759K
Value
$24.51M
Associated Banc-Corp
ASB
Shares Held
745K
Value
$19.18M
Gentex Corporation
GNTX
Shares Held
656K
Value
$15.26M
First Interstate BancSystem, Inc.
FIBK
Shares Held
649K
Value
$22.47M
Cohu, Inc.
COHU
Shares Held
621K
Value
$14.46M
Valvoline Inc.
VVV
Shares Held
594K
Value
$17.26M
COPT Defense Properties
CDP
Shares Held
592K
Value
$16.47M
MGIC Investment Corporation
MTG
Shares Held
579K
Value
$16.91M