LEEWARD INVESTMENTS, LLC - MA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IFF | 89K | $5.45M |
 | IBP | 86K | $21.24M |
 | BDC | 84K | $10.15M |
 | ALL | 76K | $16.30M |
 | PTC | 76K | $15.38M |
 | WCC | 76K | $16.00M |
 | RGA | 75K | $14.37M |
 | CHCO | 74K | $9.22M |
 | ARE | 72K | $6.03M |
 | IOSP | 72K | $5.57M |
 | MGPI | 71K | $1.71M |
 | MAA | 65K | $9.13M |
 | AER | 65K | $7.82M |
 | FANG | 61K | $8.73M |
 | VMI | 59K | $22.98M |
 | LDOS | 59K | $11.13M |
 | DLTR | 55K | $5.22M |
 | EPAM | 52K | $7.82M |
 | WAB | 52K | $10.38M |
 | PKG | 50K | $10.89M |
International Flavors & Fragrances Inc.
IFF
Shares Held
89K
Value
$5.45M
Installed Building Products, Inc.
IBP
Shares Held
86K
Value
$21.24M
Belden Inc.
BDC
Shares Held
84K
Value
$10.15M
The Allstate Corporation
ALL
Shares Held
76K
Value
$16.30M
PTC Inc.
PTC
Shares Held
76K
Value
$15.38M
WESCO International, Inc.
WCC
Shares Held
76K
Value
$16.00M
Reinsurance Group of America, Incorporated
RGA
Shares Held
75K
Value
$14.37M
City Holding Company
CHCO
Shares Held
74K
Value
$9.22M
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
72K
Value
$6.03M
Innospec Inc.
IOSP
Shares Held
72K
Value
$5.57M
MGP Ingredients, Inc.
MGPI
Shares Held
71K
Value
$1.71M
Mid-America Apartment Communities, Inc.
MAA
Shares Held
65K
Value
$9.13M
AerCap Holdings N.V.
AER
Shares Held
65K
Value
$7.82M
Diamondback Energy, Inc.
FANG
Shares Held
61K
Value
$8.73M
Valmont Industries, Inc.
VMI
Shares Held
59K
Value
$22.98M
Leidos Holdings, Inc.
LDOS
Shares Held
59K
Value
$11.13M
Dollar Tree, Inc.
DLTR
Shares Held
55K
Value
$5.22M
EPAM Systems, Inc.
EPAM
Shares Held
52K
Value
$7.82M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
52K
Value
$10.38M
Packaging Corporation of America
PKG
Shares Held
50K
Value
$10.89M