Holdings
Leeward Investments, LLC - MA
As of Jun 30, 2026, Leeward Investments, LLC - MA reported 132 positions worth US$2.1B. Largest: Rogers Corporation, Regal Rexnord Corporation and Viavi Solutions Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Rogers Corporation | 314K | US$51.4M | +176K | Jun 30, 2026 |
| Regal Rexnord Corporation | 214K | US$50.9M | −5,905 | Jun 30, 2026 |
| Viavi Solutions Inc. | 1.01M | US$48.5M | −409K | Jun 30, 2026 |
| Clean Harbors, Inc. | 136K | US$40.5M | −5,085 | Jun 30, 2026 |
| Enpro Inc. | 106K | US$39.8M | −1,756 | Jun 30, 2026 |
| Cohu, Inc. | 529K | US$39.1M | −118K | Jun 30, 2026 |
| Standex International Corporation | 105K | US$37.5M | −1,720 | Jun 30, 2026 |
| Permian Resources Corporation | 1.87M | US$34.5M | −56,560 | Jun 30, 2026 |
| Hexcel Corporation | 339K | US$33.9M | −12,327 | Jun 30, 2026 |
| Encompass Health Corporation | 327K | US$33.1M | −9,884 | Jun 30, 2026 |