Stock Taper 
LEEWARD INVESTMENTS, LLC - MA
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CenterPoint Energy, Inc. | CNP | 213.65K | $9.41M |
 Regal Rexnord Corporation | RRX | 213.78K | $50.92M |
 Ally Financial Inc. | ALLY | 215.37K | $9.9M |
 Cabot Corp. | CBT | 220.16K | $19.99M |
 Portland General Electric Company | POR | 228.79K | $11.86M |
 Enerpac Tool Group Corp. | EPAC | 238.31K | $8.55M |
 NMI Holdings, Inc. | NMIH | 243.27K | $10M |
 LKQ Corporation | LKQ | 257.38K | $6.78M |
 Independent Bank Corp. | INDB | 260.35K | $21.8M |
 Aramark | ARMK | 263.25K | $14.98M |
 Silgan Holdings Inc. | SLGN | 266.83K | $12.38M |
 Performance Food Group Co | PFGC | 267.08K | $29.86M |
 Voya Financial, Inc. | VOYA | 283.54K | $25.67M |
 Steven Madden, Ltd. | SHOO | 288.37K | $12.14M |
 ExlService Holdings, Inc. | EXLS | 289.25K | $7.48M |
 Korn Ferry | KFY | 291.01K | $19.38M |
 Slb N.V. | SLB | 291.77K | $13.56M |
 Rogers Corporation | ROG | 313.86K | $51.39M |
 Univest Financial Corporation | UVSP | 321.44K | $14.06M |
 Encompass Health Corporation | EHC | 327.28K | $33.08M |