Stock Taper 
LEEWARD INVESTMENTS, LLC - MA
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PTC Inc. | PTC | 74.44K | $8.46M |
 WEC Energy Group, Inc. | WEC | 71.22K | $8.32M |
 City Holding Company | CHCO | 70.49K | $9.35M |
 MGP Ingredients, Inc. | MGPI | 67.45K | $1.18M |
 WESCO International, Inc. | WCC | 65.3K | $22.56M |
 Reinsurance Group of America, Incorporated | RGA | 64.63K | $13.74M |
 Mid-America Apartment Communities, Inc. | MAA | 61.24K | $8.51M |
 Keysight Technologies, Inc. | KEYS | 60.89K | $21.32M |
 Valmont Industries, Inc. | VMI | 56.18K | $32.45M |
 AerCap Holdings N.V. | AER | 56.01K | $8.17M |
 Dover Corporation | DOV | 55.76K | $12.51M |
 Group 1 Automotive, Inc. | GPI | 53.13K | $15.47M |
 Constellation Brands, Inc. | STZ | 53.12K | $7.39M |
 Packaging Corporation of America | PKG | 52.66K | $12.55M |
 Diamondback Energy, Inc. | FANG | 52.61K | $9.25M |
 Leidos Holdings, Inc. | LDOS | 51.09K | $5.26M |
 Eagle Materials Inc. | EXP | 47.05K | $10.59M |
 Westinghouse Air Brake Technologies Corporation | WAB | 44.67K | $12.04M |
 Labcorp Holdings Inc. | LH | 41.45K | $11.61M |
 CACI International Inc | CACI | 38.78K | $17.97M |