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CIK: 0001923173
Total reported value
$2.2B
$2.2B
142 檔
9.2%
The Q1 2026 SEC filing reveals that Leeward Investments, LLC - MA held a total portfolio value of $2.2B, covering 142 public equity positions.
In Q1 2026, Leeward Investments, LLC - MA adopted a defensive or profit-taking posture, trimming 119 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIAV | Viavi Solutions Inc | Stock-Tech | 2.34% | -0.14% | -11.27% | |
| 2 | PR | Permian Resources Corp-cl A | Stock-Energy | 2.03% | -0.46% | -3.29% | |
| 3 | RRX | Regal Rexnord CORP | Stock-Industrials | 2.03% | +0.29% | -5.54% | |
| 4 | CLH | Clean Harbors Inc | Stock-Industrials | 1.99% | -0.15% | -2.98% | |
| 5 | EHC | Encompass Health CORP | Stock-Healthcare | 1.61% | -0.11% | +0.95% | |
| 6 | ADC | Agree Realty CORP | Stock-Real Estate | 1.46% | -0.15% | -2.91% | |
| 7 | HXL | Hexcel CORP | Stock-Industrials | 1.40% | +0.14% | -2.96% | |
| 8 | SXI | Standex International CORP | Stock-Other | 1.34% | +0.36% | -1.94% | |
| 9 | NPO | Enpro Inc | Stock-Industrials | 1.33% | +0.48% | -3.20% | |
| 10 | NMRK | Newmark Group Inc-class A | Stock-Other | 1.29% | -0.11% | -1.82% | |
| 11 | KEYS | Keysight Technologies In | Stock-Tech | 1.27% | -0.30% | -7.40% | |
| 12 | SLAB | Silicon Laboratories Inc | Stock-Tech | 1.26% | -0.06% | -3.20% | |
| 13 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 1.21% | +0.14% | -2.69% | |
| 14 | LITE | Lumentum Holdings Inc | Stock-Tech | 1.21% | -0.47% | -69.47% | |
| 15 | COLB | Columbia Banking System Inc | Stock-Financials | 1.19% | +0.07% | -2.68% | |
| 16 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 1.16% | +0.20% | +52.46% | |
| 17 | WTFC | Wintrust Financial CORP | Stock-Financials | 1.16% | +0.05% | -1.93% | |
| 18 | IDA | Idacorp Inc | Stock-Utilities | 1.15% | -0.05% | -2.68% | |
| 19 | VMI | Valmont Industries | Stock-Industrials | 1.13% | +0.35% | -1.80% | |
| 20 | VLY | Valley National Bancorp | Stock-Financials | 1.13% | +0.08% | -2.67% | |
| 21 | PBH | Prestige Consumer Healthcare | Stock-Healthcare | 1.10% | -0.16% | -2.71% | |
| 22 | FHN | First Horizon CORP | Stock-Financials | 1.10% | -0.43% | -41.46% | |
| 23 | IBP | Installed Building Products | Stock-Consumer Disc | 1.09% | -0.24% | -2.69% | |
| 24 | CACI | Caci International Inc -cl A | Stock-Tech | 1.06% | -0.24% | -1.93% | |
| 25 | HURN | Huron Consulting Group Inc | Stock-Other | 1.04% | -0.37% | -1.40% | |
| 26 | FIBK | First Interstate Bancsys-a | Stock-Other | 1.04% | +0.04% | -2.67% | |
| 27 | VVV | Valvoline Inc | Stock-Consumer Disc | 1.03% | +0.05% | +4.90% | |
| 28 | AXTA | Axalta Coating Systems Ltd. | Stock-Materials | 1.01% | +0.10% | -2.94% | |
| 29 | NBHC | National Bank Hold-cl A | Stock-Other | 1.00% | +0.03% | -2.68% | |
| 30 | ITT | Itt Inc | Stock-Industrials | 1.00% | -0.06% | -1.43% | |
| 31 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 1.00% | -0.08% | -2.91% | |
| 32 | INDB | Independent Bank Corp/ma | Stock-Other | 0.99% | — | -2.68% | |
| 33 | ONB | Old National Bancorp | Stock-Financials | 0.99% | +0.05% | -2.68% | |
| 34 | COHU | Cohu Inc | Stock-Other | 0.98% | +0.80% | +3.98% | |
| 35 | VOYA | Voya Financial Inc | Stock-Financials | 0.98% | +0.19% | +16.51% | |
| 36 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.97% | -0.47% | +25.79% | |
| 37 | WCC | Wesco International Inc | Stock-Industrials | 0.93% | +0.10% | -3.35% | |
| 38 | ASB | Associated Banc-corp | Stock-Financials | 0.92% | +0.07% | -2.68% | |
| 39 | KFY | Korn Ferry | Stock-Industrials | 0.92% | -0.04% | +42.95% | |
| 40 | FBK | Fb Financial CORP | Stock-Other | 0.92% | -0.03% | -2.68% | |
| 41 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 0.88% | -0.18% | +52.02% | |
| 42 | CDP | Copt Defense Properties | Stock-Other | 0.87% | +0.07% | -2.38% | |
| 43 | XPRO | Expro Group Holdings N.V. | Stock-Other | 0.84% | -0.05% | -2.72% | |
| 44 | CBT | Cabot CORP | Stock-Materials | 0.83% | +0.08% | -2.33% | |
| 45 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.81% | -0.29% | -3.34% | |
| 46 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 0.79% | +0.09% | -2.68% | |
| 47 | SLB | Slb LTD | Stock-Energy | 0.78% | -0.16% | -3.35% | |
| 48 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.78% | -0.04% | -2.69% | |
| 49 | BDC | Belden Inc | Stock-Tech | 0.78% | +0.06% | +5.31% | |
| 50 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 0.78% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIAV | Viavi Solutions Inc | +0.9% | -11.27% | Trim |
| 2 | PR | Permian Resources Corp-cl A | +0.6% | -3.29% | Trim |
| 3 | SLAB | Silicon Laboratories Inc | +0.4% | -3.20% | Trim |
| 4 | RRX | Regal Rexnord CORP | +0.4% | -5.54% | Trim |
| 5 | PFGC | Performance Food Group Co | +0.3% | +52.46% | Add |
| 6 | MUSA | Murphy USA Inc | +0.3% | +25.79% | Add |
| 7 | CLH | Clean Harbors Inc | +0.3% | -2.98% | Trim |
| 8 | KEYS | Keysight Technologies In | +0.3% | -7.40% | Trim |
| 9 | COHU | Cohu Inc | +0.3% | +3.98% | Add |
| 10 | DAR | Darling Ingredients Inc | +0.2% | -3.36% | Trim |
| 11 | KFY | Korn Ferry | +0.2% | +42.95% | Add |
| 12 | STZ | Constellation Brands Inc-a | +0.2% | +81.05% | Add |
| 13 | GPI | Group 1 Automotive Inc | +0.2% | +52.02% | Add |
| 14 | VVV | Valvoline Inc | +0.2% | +4.90% | Add |
| 15 | SLB | Slb LTD | +0.2% | -3.35% | Trim |
| 16 | XPRO | Expro Group Holdings N.V. | +0.2% | -2.72% | Trim |
| 17 | AKAM | Akamai Technologies Inc | +0.2% | -3.34% | Trim |
| 18 | SXI | Standex International CORP | +0.2% | -1.94% | Trim |
| 19 | NSA | National Storage Affiliates | +0.2% | -2.55% | Trim |
| 20 | SR | Spire Inc | +0.1% | +19.41% | Add |
| 21 | NPO | Enpro Inc | +0.1% | -3.20% | Trim |
| 22 | CTRA | Coterra Energy Inc | +0.1% | -3.32% | Trim |
| 23 | FANG | Diamondback Energy Inc | +0.1% | -3.33% | Trim |
| 24 | ETR | Entergy CORP | +0.1% | -3.34% | Trim |
| 25 | IDA | Idacorp Inc | +0.1% | -2.68% | Trim |
| 26 | ROG | Rogers CORP | +0.1% | -2.65% | Trim |
| 27 | NGVT | Ingevity CORP | +0.1% | -2.68% | Trim |
| 28 | CBT | Cabot CORP | +0.1% | -2.33% | Trim |
| 29 | NVST | Envista Holdings CORP | +0.1% | -2.91% | Trim |
| 30 | HXL | Hexcel CORP | +0.1% | -2.96% | Trim |
| 31 | ITT | Itt Inc | +0.1% | -1.43% | Trim |
| 32 | WCC | Wesco International Inc | +0.1% | -3.35% | Trim |
| 33 | WAB | Wabtec CORP | +0.1% | -3.34% | Trim |
| 34 | LHX | L3harris Technologies Inc | +0.1% | -3.32% | Trim |
| 35 | VOYA | Voya Financial Inc | 0% | +16.51% | Add |
| 36 | DORM | Dorman Products Inc | 0% | +28.39% | Add |
| 37 | CDP | Copt Defense Properties | 0% | -2.38% | Trim |
| 38 | PKG | Packaging CORP Of America | 0% | +8.67% | Add |
| 39 | DTE | Dte Energy Company | 0% | -3.34% | Trim |
| 40 | EVRG | Evergy Inc | 0% | -3.34% | Trim |
| 41 | BWA | Borgwarner Inc | 0% | -3.35% | Trim |
| 42 | POR | Portland General Electric Co | 0% | -2.68% | Trim |
| 43 | CNP | Centerpoint Energy Inc | 0% | -3.35% | Trim |
| 44 | BALL | Ball CORP | 0% | -3.34% | Trim |
| 45 | HA7 | Enviri CORP | 0% | -2.66% | Trim |
| 46 | WBS | Webster Financial CORP | 0% | -3.35% | Trim |
| 47 | ARMK | Aramark | 0% | -3.35% | Trim |
| 48 | WEC | Wec Energy Group Inc | 0% | -3.29% | Trim |
| 49 | WABC | Westamerica Bancorporation | 0% | -2.64% | Trim |
| 50 | BDC | Belden Inc | 0% | +5.31% | Add |
According to official SEC Form 13F filings, Leeward Investments, LLC - MA reported a total U.S. public equity portfolio value of $2.2B across 142 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIAV, PR, RRX) accounted for 9.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
SFNC
市值: $15.7M
Top Position Liquidated / Trimmed
HAS
前期市值: $10.5M
During Q1 2026, Leeward Investments, LLC - MA's top holdings by market value included VIAV (2.3%)、PR (2.0%)、RRX (2.0%). The largest single position, VIAV, represented 2.3% of total portfolio value.
In Q1 2026, Leeward Investments, LLC - MA made 147 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 119 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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