LEEWARD INVESTMENTS, LLC - MA
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PR | 1.93M | $41.18M |
 | VLY | 1.86M | $22.85M |
 | NMRK | 1.75M | $26.24M |
 | HLIT | 1.70M | $15.26M |
 | VIAV | 1.42M | $47.40M |
 | STWD | 1.18M | $20.28M |
 | CIM | 1.10M | $13.80M |
 | GTES | 1.09M | $24.59M |
 | FHN | 979K | $22.28M |
 | XPRO | 973K | $16.95M |
 | ONB | 905K | $20.00M |
 | COLB | 880K | $24.15M |
 | SFNC | 809K | $15.74M |
 | AXTA | 736K | $20.40M |
 | ASB | 725K | $18.74M |
 | COHU | 646K | $19.78M |
 | GNTX | 637K | $13.92M |
 | FIBK | 632K | $21.11M |
 | VVV | 623K | $20.98M |
 | CDP | 578K | $17.69M |
Permian Resources Corporation
PR
Shares Held
1.93M
Value
$41.18M
Valley National Bancorp
VLY
Shares Held
1.86M
Value
$22.85M
Newmark Group, Inc.
NMRK
Shares Held
1.75M
Value
$26.24M
Harmonic Inc.
HLIT
Shares Held
1.70M
Value
$15.26M
Viavi Solutions Inc.
VIAV
Shares Held
1.42M
Value
$47.40M
Starwood Property Trust, Inc.
STWD
Shares Held
1.18M
Value
$20.28M
Chimera Investment Corporation
CIM
Shares Held
1.10M
Value
$13.80M
Gates Industrial Corporation plc
GTES
Shares Held
1.09M
Value
$24.59M
First Horizon Corporation
FHN
Shares Held
979K
Value
$22.28M
Expro Group Holdings N.V.
XPRO
Shares Held
973K
Value
$16.95M
Old National Bancorp
ONB
Shares Held
905K
Value
$20.00M
Columbia Banking System, Inc.
COLB
Shares Held
880K
Value
$24.15M
Simmons First National Corporation
SFNC
Shares Held
809K
Value
$15.74M
Axalta Coating Systems Ltd.
AXTA
Shares Held
736K
Value
$20.40M
Associated Banc-Corp
ASB
Shares Held
725K
Value
$18.74M
Cohu, Inc.
COHU
Shares Held
646K
Value
$19.78M
Gentex Corporation
GNTX
Shares Held
637K
Value
$13.92M
First Interstate BancSystem, Inc.
FIBK
Shares Held
632K
Value
$21.11M
Valvoline Inc.
VVV
Shares Held
623K
Value
$20.98M
COPT Defense Properties
CDP
Shares Held
578K
Value
$17.69M