LEEWARD INVESTMENTS, LLC - MA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LITE | 296K | $48.18M |
 | SLB | 281K | $9.65M |
 | SLGN | 280K | $12.05M |
 | INDB | 275K | $19.00M |
 | WHD | 272K | $10.75M |
 | SHOO | 262K | $8.76M |
 | NMIH | 257K | $9.84M |
 | EPAC | 251K | $10.31M |
 | VOYA | 250K | $18.68M |
 | ALLY | 247K | $9.70M |
 | CNP | 247K | $9.59M |
 | POR | 241K | $10.58M |
 | WTFC | 232K | $30.66M |
 | G | 231K | $9.66M |
 | DAR | 219K | $6.77M |
 | KFY | 209K | $14.63M |
 | WBS | 207K | $12.29M |
 | CBT | 199K | $15.14M |
 | FAF | 194K | $12.45M |
 | QDEL | 193K | $5.68M |
Lumentum Holdings Inc.
LITE
Shares Held
296K
Value
$48.18M
SLB N.V.
SLB
Shares Held
281K
Value
$9.65M
Silgan Holdings Inc.
SLGN
Shares Held
280K
Value
$12.05M
Independent Bank Corp.
INDB
Shares Held
275K
Value
$19.00M
Cactus, Inc.
WHD
Shares Held
272K
Value
$10.75M
Steven Madden, Ltd.
SHOO
Shares Held
262K
Value
$8.76M
NMI Holdings, Inc.
NMIH
Shares Held
257K
Value
$9.84M
Enerpac Tool Group Corp.
EPAC
Shares Held
251K
Value
$10.31M
Voya Financial, Inc.
VOYA
Shares Held
250K
Value
$18.68M
Ally Financial Inc.
ALLY
Shares Held
247K
Value
$9.70M
CenterPoint Energy, Inc.
CNP
Shares Held
247K
Value
$9.59M
Portland General Electric Company
POR
Shares Held
241K
Value
$10.58M
Wintrust Financial Corporation
WTFC
Shares Held
232K
Value
$30.66M
Genpact Limited
G
Shares Held
231K
Value
$9.66M
Darling Ingredients Inc.
DAR
Shares Held
219K
Value
$6.77M
Korn Ferry
KFY
Shares Held
209K
Value
$14.63M
Webster Financial Corporation
WBS
Shares Held
207K
Value
$12.29M
Cabot Corporation
CBT
Shares Held
199K
Value
$15.14M
First American Financial Corporation
FAF
Shares Held
194K
Value
$12.45M
QuidelOrtho Corporation
QDEL
Shares Held
193K
Value
$5.68M