Stock Taper

LEEWARD INVESTMENTS, LLC - MA

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Korn FerryKFY291.01K$19.38M
ExlService Holdings, Inc.EXLS289.25K$7.48M
Steven Madden, Ltd.SHOO288.37K$12.14M
Voya Financial, Inc.VOYA283.54K$25.67M
Performance Food Group CoPFGC267.08K$29.86M
Silgan Holdings Inc.SLGN266.83K$12.38M
AramarkARMK263.25K$14.98M
Independent Bank Corp.INDB260.35K$21.8M
LKQ CorporationLKQ257.38K$6.78M
NMI Holdings, Inc.NMIH243.27K$10M
Enerpac Tool Group Corp.EPAC238.31K$8.55M
Portland General Electric CompanyPOR228.79K$11.86M
Cabot Corp.CBT220.16K$19.99M
Ally Financial Inc.ALLY215.37K$9.9M
Regal Rexnord CorporationRRX213.78K$50.92M
CenterPoint Energy, Inc.CNP213.65K$9.41M
Microchip Technology IncorporatedMCHP212.76K$19.4M
Devon Energy CorporationDVN210.13K$8.68M
Helios Technologies, Inc.HLIO209.03K$18.66M
Prosperity Bancshares, Inc.PB206.55K$15.08M