13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001923173
申报总市值
US$22.0亿
US$22.0亿
145 檔
9.3%
在 Q3 2024 的 13F 官方备案中，Leeward Investments, LLC - MA 管理的美股投资组合规模来到 US$22.0亿，整体持股档数为 145 档。
在 Q3 2024，Leeward Investments, LLC - MA 展现出较为审慎的避险与获利了结姿态。本季共减仓 126 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Leeward Investments, LLC - MA 的前 5 大核心持股（包含 CLH, EHC, ADC 等）合计占整体申报市值的 9.3%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CLH | Clean Harbors Inc | 股票-工业 | 2.32% | -0.15% | -12.73% | |
| 2 | EHC | Encompass Health CORP | 股票-医疗保健 | 2.27% | -0.11% | -8.84% | |
| 3 | ADC | Agree Realty CORP | 股票-房地产 | 1.75% | -0.15% | +2.43% | |
| 4 | RRX | Regal Rexnord CORP | 股票-工业 | 1.62% | +0.29% | -12.09% | |
| 5 | APY1EUR | Championx CORP | 股票-其他 | 1.49% | — | +19.09% | |
| 6 | PNW | Pinnacle West Capital Corporation | 股票-公用事业 | 1.49% | — | -6.71% | |
| 7 | FHN | First Horizon CORP | 股票-金融 | 1.46% | -0.43% | -9.00% | |
| 8 | INGR | Ingredion Inc | 股票-非周期性消费 | 1.45% | -0.19% | -9.37% | |
| 9 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.39% | +0.05% | -0.34% | |
| 10 | NMRK | Newmark Group Inc-class A | 股票-其他 | 1.37% | -0.11% | -0.36% | |
| 11 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.36% | -0.46% | -7.33% | |
| 12 | ITT | Itt Inc | 股票-工业 | 1.36% | -0.06% | -0.36% | |
| 13 | PBH | Prestige Consumer Healthcare | 股票-医疗保健 | 1.35% | -0.16% | -0.34% | |
| 14 | HLIT | Harmonic Inc | 股票-其他 | 1.33% | +0.49% | -0.36% | |
| 15 | COLB | Columbia Banking System Inc | 股票-金融 | 1.31% | +0.07% | +16.32% | |
| 16 | MUSA | Murphy USA Inc | 股票-周期性消费 | 1.29% | -0.47% | -0.40% | |
| 17 | POR | Portland General Electric Co | 股票-公用事业 | 1.23% | -0.07% | -0.36% | |
| 18 | THS | Treehouse Foods Inc | 股票-其他 | 1.22% | — | -8.88% | |
| 19 | VVV | Valvoline Inc | 股票-周期性消费 | 1.18% | +0.05% | -9.64% | |
| 20 | CACI | Caci International Inc -cl A | 股票-科技 | 1.16% | -0.24% | -0.35% | |
| 21 | HURN | Huron Consulting Group Inc | 股票-其他 | 1.12% | -0.37% | -0.37% | |
| 22 | SXI | Standex International CORP | 股票-其他 | 1.12% | +0.36% | -0.33% | |
| 23 | LITE | Lumentum Holdings Inc | 股票-科技 | 1.10% | -0.47% | -0.35% | |
| 24 | GTES | Gates Industrial Corporation plc | 股票-工业 | 1.09% | +0.14% | +8.69% | |
| 25 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 1.05% | +0.09% | -0.43% | |
| 26 | ALL | Allstate CORP | 股票-金融 | 1.03% | — | -20.27% | |
| 27 | NPO | Enpro Inc | 股票-工业 | 1.00% | +0.48% | -0.33% | |
| 28 | GNTX | Gentex CORP | 股票-周期性消费 | 1.00% | +0.02% | -8.78% | |
| 29 | STAG | Stag Industrial Inc | 股票-房地产 | 0.98% | -0.04% | -0.34% | |
| 30 | ONB | Old National Bancorp | 股票-金融 | 0.96% | +0.05% | -0.34% | |
| 31 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.95% | -0.17% | -20.58% | |
| 32 | FIBK | First Interstate Bancsys-a | 股票-其他 | 0.93% | +0.04% | -0.34% | |
| 33 | NSA | National Storage Affiliates | 股票-房地产 | 0.92% | +0.05% | -0.40% | |
| 34 | HXL | Hexcel CORP | 股票-工业 | 0.91% | +0.14% | +32.25% | |
| 35 | PFGC | Performance Food Group Co | 股票-非周期性消费 | 0.90% | +0.20% | -0.37% | |
| 36 | VOYA | Voya Financial Inc | 股票-金融 | 0.89% | +0.19% | — | |
| 37 | CBT | Cabot CORP | 股票-原材料 | 0.89% | +0.08% | -0.38% | |
| 38 | AXTA | Axalta Coating Systems Ltd. | 股票-原材料 | 0.88% | +0.10% | -38.74% | |
| 39 | KFY | Korn Ferry | 股票-工业 | 0.87% | -0.04% | -0.34% | |
| 40 | CIVI | Civitas Resources Inc | 股票-其他 | 0.86% | — | +11.72% | |
| 41 | IBP | Installed Building Products | 股票-周期性消费 | 0.83% | -0.24% | — | |
| 42 | MTG | Mgic Investment CORP | 股票-金融 | 0.83% | -0.02% | -0.34% | |
| 43 | VMI | Valmont Industries | 股票-工业 | 0.82% | +0.35% | +13.22% | |
| 44 | CDP | Copt Defense Properties | 股票-其他 | 0.82% | +0.07% | -0.36% | |
| 45 | VLY | Valley National Bancorp | 股票-金融 | 0.80% | +0.08% | -0.37% | |
| 46 | GMED | Globus Medical Inc - A | 股票-医疗保健 | 0.78% | -0.12% | -0.37% | |
| 47 | WHD | Cactus Inc - A | 股票-其他 | 0.77% | +0.24% | -0.35% | |
| 48 | DORM | Dorman Products Inc | 股票-周期性消费 | 0.73% | +0.14% | -0.34% | |
| 49 | NBHC | National Bank Hold-cl A | 股票-其他 | 0.73% | +0.03% | +64.21% | |
| 50 | VIAV | Viavi Solutions Inc | 股票-科技 | 0.71% | -0.14% | +17.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOYA | Voya Financial Inc | +0.9% | NEW | 新建仓 |
| 2 | IBP | Installed Building Products | +0.8% | NEW | 新建仓 |
| 3 | NMRK | Newmark Group Inc-class A | +0.5% | -0.36% | 减仓 |
| 4 | COLB | Columbia Banking System Inc | +0.5% | +16.32% | 加仓 |
| 5 | MAA | Mid-america Apartment Comm | +0.4% | NEW | 新建仓 |
| 6 | ADC | Agree Realty CORP | +0.4% | +2.43% | 加仓 |
| 7 | NBHC | National Bank Hold-cl A | +0.3% | +64.21% | 加仓 |
| 8 | HLIT | Harmonic Inc | +0.3% | -0.36% | 减仓 |
| 9 | VIAV | Viavi Solutions Inc | +0.3% | +17.14% | 加仓 |
| 10 | HA7 | Enviri CORP | +0.3% | +93.46% | 加仓 |
| 11 | HXL | Hexcel CORP | +0.2% | +32.25% | 加仓 |
| 12 | LITE | Lumentum Holdings Inc | +0.2% | -0.35% | 减仓 |
| 13 | GTES | Gates Industrial Corporation plc | +0.2% | +8.69% | 加仓 |
| 14 | PNW | Pinnacle West Capital Corporation | +0.2% | -6.71% | 减仓 |
| 15 | ITT | Itt Inc | +0.2% | -0.36% | 减仓 |
| 16 | QDEL | Quidelortho CORP | +0.2% | +17.11% | 加仓 |
| 17 | VLY | Valley National Bancorp | +0.2% | -0.37% | 减仓 |
| 18 | CACI | Caci International Inc -cl A | +0.2% | -0.35% | 减仓 |
| 19 | THG | Hanover Insurance Group Inc/ | +0.2% | -0.43% | 减仓 |
| 20 | CBT | Cabot CORP | +0.2% | -0.38% | 减仓 |
| 21 | CDP | Copt Defense Properties | +0.2% | -0.36% | 减仓 |
| 22 | PFGC | Performance Food Group Co | +0.1% | -0.37% | 减仓 |
| 23 | DORM | Dorman Products Inc | +0.1% | -0.34% | 减仓 |
| 24 | VMI | Valmont Industries | +0.1% | +13.22% | 加仓 |
| 25 | NSA | National Storage Affiliates | +0.1% | -0.40% | 减仓 |
| 26 | SXI | Standex International CORP | +0.1% | -0.33% | 减仓 |
| 27 | MTG | Mgic Investment CORP | +0.1% | -0.34% | 减仓 |
| 28 | FAF | First American Financial | +0.1% | -0.34% | 减仓 |
| 29 | WTFC | Wintrust Financial CORP | +0.1% | -0.34% | 减仓 |
| 30 | CIM | Chimera Investment CORP | +0.1% | +1.73% | 加仓 |
| 31 | RRX | Regal Rexnord CORP | +0.1% | -12.09% | 减仓 |
| 32 | POR | Portland General Electric Co | +0.1% | -0.36% | 减仓 |
| 33 | INGR | Ingredion Inc | +0.1% | -9.37% | 减仓 |
| 34 | APY1EUR | Championx CORP | +0.1% | +19.09% | 加仓 |
| 35 | EXLS | Exlservice Holdings Inc | +0.1% | -0.36% | 减仓 |
| 36 | G | Genpact Limited | +0.1% | +1.93% | 加仓 |
| 37 | HURN | Huron Consulting Group Inc | +0.1% | -0.37% | 减仓 |
| 38 | NPO | Enpro Inc | +0.1% | -0.33% | 减仓 |
| 39 | UVSP | Univest Financial CORP | +0.1% | -0.34% | 减仓 |
| 40 | NMIH | Nmi Holdings Inc | +0.1% | -0.34% | 减仓 |
| 41 | SHOO | Steven Madden LTD | +0.1% | -0.34% | 减仓 |
| 42 | KFY | Korn Ferry | +0.1% | -0.34% | 减仓 |
| 43 | WEC | Wec Energy Group Inc | +0.1% | -5.98% | 减仓 |
| 44 | WHD | Cactus Inc - A | +0.1% | -0.35% | 减仓 |
| 45 | FIBK | First Interstate Bancsys-a | +0.1% | -0.34% | 减仓 |
| 46 | SLGN | Silgan Holdings Inc | +0.1% | -0.37% | 减仓 |
| 47 | BDC | Belden Inc | +0.1% | -0.35% | 减仓 |
| 48 | ONB | Old National Bancorp | +0.1% | -0.34% | 减仓 |
| 49 | STAG | Stag Industrial Inc | +0.1% | -0.34% | 减仓 |
| 50 | BWXT | Bwx Technologies Inc | +0.1% | -0.38% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Leeward Investments, LLC - MA 在 Q3 2024 季度的美股持仓总市值约为 US$22.0亿，共申报了 145 个公开持股仓位。
在 Q3 2024 季度，Leeward Investments, LLC - MA 按市值排列的前三大核心持股分别为：CLH (2.3%)、EHC (2.3%)、ADC (1.8%)。其中最大持股仓位 CLH 占据整体投资组合约 2.3% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
VOYA
市值: US$1926.9万
本季最大获利了结 / 清仓标的
PRI
前期市值: US$1536.0万
在 Q3 2024 季度中，Leeward Investments, LLC - MA 共进行了 148 项持仓异动，包含新建仓 3 个仓位、加仓 16 个仓位、减仓 126 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 VOYA。 本季清仓仓位包含 PRI。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。