Filer Name: LEEWARD INVESTMENTS, LLC - MA
CIK: 1923173
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 145
Portfolio Value: $2.01B

Leeward Investments, Llc - Ma Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
EHC US ENCOMPASS HEALTH CORP 450,874 $42M 2.07% -11.1% -
CLH US CLEAN HARBORS INC 172,631 $40M 1.98% -16.7% -
FHN US FIRST HORIZON CORP 1,909,224 $38M 1.91% -5.6% -
PNFP US PINNACLE FINANCIAL PARTNERS 307,388 $35M 1.75% -6.0% -
ADC US AGREE REALTY CORP 473,384 $33M 1.66% -5.5% -
WTFC US WINTRUST FINANCIAL CORP 256,664 $32M 1.59% -6.9% -
RRX US REGAL REXNORD CORP 198,921 $31M 1.54% -5.7% -
PR US PERMIAN RESOURCES CORP 2,074,135 $30M 1.49% -3.6% -
INGR US INGREDION INC 214,924 $30M 1.47% -5.5% -
LITE US LUMENTUM HOLDINGS INC 349,797 $29M 1.46% -6.9% -
PBH US PRESTIGE CONSUMER HEALTHCARE 376,680 $29M 1.46% -6.9% -
CHX US CHAMPIONX CORP 1,053,781 $29M 1.43% -1.3% -
COLB US COLUMBIA BANKING SYSTEM INC 1,008,836 $27M 1.36% -6.9% -
MUSA US MURPHY USA INC 52,683 $26M 1.32% -6.9% -
GTES US GATES INDUSTRIAL CORP PLC 1,245,892 $26M 1.28% -6.9% -
HURN US HURON CONSULTING GROUP INC 206,436 $26M 1.28% -6.9% -
STWD US STARWOOD PROPERTY TRUST INC 1,308,207 $25M 1.23% 100.0% -
HLIT US HARMONIC INC 1,832,430 $24M 1.21% -6.9% -
ITT US ITT INC 161,517 $23M 1.15% -17.4% -
SXI US STANDEX INTERNATIONAL CORP 122,518 $23M 1.14% -6.9% -
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