Stock Taper 
LEEWARD INVESTMENTS, LLC - MA
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Parker-Hannifin Corporation | PH | 7.28K | $7.12M |
 Casey's General Stores, Inc. | CASY | 7.62K | $6.06M |
 Ameriprise Financial, Inc. | AMP | 14.04K | $6.44M |
 Humana Inc. | HUM | 14.21K | $5.65M |
 Snap-on Incorporated | SNA | 18.11K | $7.29M |
 Lumentum Holdings Inc. | LITE | 18.93K | $16.24M |
 Royal Caribbean Cruises Ltd. | RCL | 19.29K | $6.12M |
 Ralph Lauren Corporation | RL | 20.47K | $8.22M |
 Murphy USA Inc. | MUSA | 20.5K | $11.05M |
 Essex Property Trust, Inc. | ESS | 29.94K | $8.73M |
 The Allstate Corporation | ALL | 30.79K | $7.33M |
 L3Harris Technologies, Inc. | LHX | 31.73K | $9.22M |
 Willis Towers Watson Public Limited Company | WTW | 32.82K | $8.58M |
 Cencora, Inc. | COR | 32.99K | $9.33M |
 Jones Lang LaSalle Incorporated | JLL | 33.44K | $10.37M |
 Evercore Inc. | EVR | 34.18K | $11.67M |
 CACI International Inc | CACI | 38.78K | $17.97M |
 Labcorp Holdings Inc. | LH | 41.45K | $11.61M |
 Westinghouse Air Brake Technologies Corporation | WAB | 44.67K | $12.04M |
 Eagle Materials Inc. | EXP | 47.05K | $10.59M |