Leeward Investments, LLC - MA
CIK 0001923173 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.20B
2026 Q2
Positions
140
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
18.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ROG
ROGERS CORP
2.3%
RRX
REGAL REXNORD CORPORATION
2.3%
VIAV
VIAVI SOLUTIONS INC
2.2%
CLH
CLEAN HARBORS INC
1.8%
NPO
ENPRO INC
1.8%
COHU
COHU INC
1.8%
SXI
STANDEX INTL CORP
1.7%
PR
PERMIAN RESOURCES CORP
1.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.