LEEWARD INVESTMENTS, LLC - MA
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LH | 48K | $13.76M |
 | DOV | 47K | $7.80M |
 | EXP | 43K | $9.95M |
 | CACI | 41K | $20.62M |
 | EVR | 40K | $13.34M |
 | WTW | 38K | $13.13M |
 | LHX | 33K | $10.22M |
 | STZ | 33K | $4.38M |
 | MUSA | 32K | $12.35M |
 | ESS | 29K | $7.85M |
 | HUM | 28K | $7.39M |
 | GPI | 28K | $12.31M |
 | FFIV | 24K | $7.90M |
 | SNA | 20K | $7.05M |
 | AMP | 16K | $7.98M |
 | CASY | 15K | $8.25M |
 | PH | 14K | $10.54M |
Labcorp Holdings Inc.
LH
Shares Held
48K
Value
$13.76M
Dover Corporation
DOV
Shares Held
47K
Value
$7.80M
Eagle Materials Inc.
EXP
Shares Held
43K
Value
$9.95M
CACI International Inc
CACI
Shares Held
41K
Value
$20.62M
Evercore Inc.
EVR
Shares Held
40K
Value
$13.34M
Willis Towers Watson Public Limited Company
WTW
Shares Held
38K
Value
$13.13M
L3Harris Technologies, Inc.
LHX
Shares Held
33K
Value
$10.22M
Constellation Brands, Inc.
STZ
Shares Held
33K
Value
$4.38M
Murphy USA Inc.
MUSA
Shares Held
32K
Value
$12.35M
Essex Property Trust, Inc.
ESS
Shares Held
29K
Value
$7.85M
Humana Inc.
HUM
Shares Held
28K
Value
$7.39M
Group 1 Automotive, Inc.
GPI
Shares Held
28K
Value
$12.31M
F5, Inc.
FFIV
Shares Held
24K
Value
$7.90M
Snap-on Incorporated
SNA
Shares Held
20K
Value
$7.05M
Ameriprise Financial, Inc.
AMP
Shares Held
16K
Value
$7.98M
Casey's General Stores, Inc.
CASY
Shares Held
15K
Value
$8.25M
Parker-Hannifin Corporation
PH
Shares Held
14K
Value
$10.54M