Stock Taper 
LEEWARD INVESTMENTS, LLC - MA
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MGIC Investment Corporation | MTG | 553.38K | $15.61M |
 Cohu, Inc. | COHU | 528.52K | $39.06M |
 Blue Owl Capital Inc. | OWL | 525.37K | $4.6M |
 O-I Glass, Inc. | OI | 524.53K | $5.05M |
 National Bank Holdings Corporation | NBHC | 508.75K | $22.6M |
 Envista Holdings Corp | NVST | 456.26K | $12.02M |
 Prestige Consumer Healthcare Inc. | PBH | 437.92K | $20.7M |
 STAG Industrial, Inc. | STAG | 429.18K | $16.33M |
 SM Energy Company | SM | 416.48K | $10.87M |
| NS NATIONAL STORAGE AFFILIATES | NSA | 384.97K | $17.12M |
 Agree Realty Corporation | ADC | 380.19K | $28.8M |
 Cactus, Inc. | WHD | 363.05K | $18.6M |
 FB Financial Corporation | FBK | 351.88K | $19.48M |
 Integra LifeSciences Holdings Corporation | IART | 350.15K | $6.29M |
 CTO Realty Growth, Inc. | CTO | 349.57K | $7.52M |
 Hexcel Corporation | HXL | 339.09K | $33.93M |
 Encompass Health Corporation | EHC | 327.28K | $33.08M |
 Univest Financial Corporation | UVSP | 321.44K | $14.06M |
 Rogers Corporation | ROG | 313.86K | $51.39M |
 Slb N.V. | SLB | 291.77K | $13.56M |