LEEWARD INVESTMENTS, LLC - MA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CDP | 488K | $14.17M |
 | STAG | 453K | $15.98M |
 | NBHC | 442K | $17.07M |
 | AXTA | 435K | $12.46M |
 | OPCH | 424K | $11.76M |
 | ADC | 415K | $29.46M |
 | NSA | 406K | $12.27M |
 | HXL | 371K | $23.27M |
 | FBK | 371K | $20.68M |
 | CTO | 369K | $6.01M |
 | IART | 367K | $5.26M |
 | EHC | 342K | $43.41M |
 | UVSP | 339K | $10.18M |
 | HST | 338K | $5.76M |
 | THS | 331K | $6.69M |
 | CTRA | 324K | $7.67M |
 | PBH | 314K | $19.60M |
 | CIVI | 306K | $9.94M |
 | EXLS | 305K | $13.44M |
 | ARMK | 303K | $11.64M |
COPT Defense Properties
CDP
Shares Held
488K
Value
$14.17M
STAG Industrial, Inc.
STAG
Shares Held
453K
Value
$15.98M
National Bank Holdings Corporation
NBHC
Shares Held
442K
Value
$17.07M
Axalta Coating Systems Ltd.
AXTA
Shares Held
435K
Value
$12.46M
Option Care Health, Inc.
OPCH
Shares Held
424K
Value
$11.76M
Agree Realty Corporation
ADC
Shares Held
415K
Value
$29.46M
National Storage Affiliates Trust
NSA
Shares Held
406K
Value
$12.27M
Hexcel Corporation
HXL
Shares Held
371K
Value
$23.27M
FB Financial Corporation
FBK
Shares Held
371K
Value
$20.68M
CTO Realty Growth, Inc.
CTO
Shares Held
369K
Value
$6.01M
Integra LifeSciences Holdings Corporation
IART
Shares Held
367K
Value
$5.26M
Encompass Health Corporation
EHC
Shares Held
342K
Value
$43.41M
Univest Financial Corporation
UVSP
Shares Held
339K
Value
$10.18M
Host Hotels & Resorts, Inc.
HST
Shares Held
338K
Value
$5.76M
TreeHouse Foods, Inc.
THS
Shares Held
331K
Value
$6.69M
Coterra Energy Inc.
CTRA
Shares Held
324K
Value
$7.67M
Prestige Consumer Healthcare Inc.
PBH
Shares Held
314K
Value
$19.60M
Civitas Resources, Inc.
CIVI
Shares Held
306K
Value
$9.94M
ExlService Holdings, Inc.
EXLS
Shares Held
305K
Value
$13.44M
Aramark
ARMK
Shares Held
303K
Value
$11.64M