Windward Management LP reported 13 holdings worth US$329M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 17, 2026
Windward Management LP reported 13 holdings worth US$329M as of Jun 30, 2026. Largest: Groupon, Inc., Netgear, Inc. and Barnes & Noble Education, Inc. Filed Aug 17, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$329M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Groupon, Inc. | 2.35M | US$56.4M | 17.1% |
| Netgear, Inc. | 1.37M | US$32M | 9.7% |
| Barnes & Noble Education, Inc | 1.66M | US$20.8M | 6.3% |
| Turtle Beach Corporation | 1.61M | US$20M | 6.1% |
| Dave & Buster's Entertainment, Inc. | 350K | US$3.99M | 1.2% |
| Jack In The Box Inc. | 182K | US$2.88M | 0.88% |