LEEWARD INVESTMENTS, LLC - MA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LKQ | 183K | $5.60M |
 | PFGC | 182K | $18.96M |
 | RRX | 180K | $25.88M |
 | HURN | 171K | $25.16M |
 | NGVT | 171K | $9.43M |
 | IDA | 168K | $22.25M |
 | BALL | 167K | $8.41M |
 | EVRG | 164K | $12.47M |
 | HOLX | 158K | $10.64M |
 | YETI | 156K | $5.18M |
 | GMED | 153K | $8.78M |
 | CLH | 149K | $34.65M |
 | INGR | 147K | $17.92M |
 | AIG | 147K | $11.51M |
 | LW | 143K | $8.30M |
 | WABC | 143K | $7.14M |
 | BKH | 142K | $8.77M |
 | ROG | 142K | $11.43M |
 | XEL | 139K | $11.21M |
 | MCHP | 138K | $8.85M |
LKQ Corporation
LKQ
Shares Held
183K
Value
$5.60M
Performance Food Group Company
PFGC
Shares Held
182K
Value
$18.96M
Regal Rexnord Corporation
RRX
Shares Held
180K
Value
$25.88M
Huron Consulting Group Inc.
HURN
Shares Held
171K
Value
$25.16M
Ingevity Corporation
NGVT
Shares Held
171K
Value
$9.43M
IDACORP, Inc.
IDA
Shares Held
168K
Value
$22.25M
Ball Corporation
BALL
Shares Held
167K
Value
$8.41M
Evergy, Inc.
EVRG
Shares Held
164K
Value
$12.47M
Hologic, Inc.
HOLX
Shares Held
158K
Value
$10.64M
YETI Holdings, Inc.
YETI
Shares Held
156K
Value
$5.18M
Globus Medical, Inc.
GMED
Shares Held
153K
Value
$8.78M
Clean Harbors, Inc.
CLH
Shares Held
149K
Value
$34.65M
Ingredion Incorporated
INGR
Shares Held
147K
Value
$17.92M
American International Group, Inc.
AIG
Shares Held
147K
Value
$11.51M
Lamb Weston Holdings, Inc.
LW
Shares Held
143K
Value
$8.30M
Westamerica Bancorporation
WABC
Shares Held
143K
Value
$7.14M
Black Hills Corporation
BKH
Shares Held
142K
Value
$8.77M
Rogers Corporation
ROG
Shares Held
142K
Value
$11.43M
Xcel Energy Inc.
XEL
Shares Held
139K
Value
$11.21M
Microchip Technology Incorporated
MCHP
Shares Held
138K
Value
$8.85M