account_balance
Investment manager · 13F filer · SEC CIK 1923173
Leeward Investments, LLC - MA
Reported value$1.98Bas of Sep 30, 2026
Positions139 3 new, 4 sold out
Top 10 weight17.0%ROG alone is 3%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ROGRogers Corp
2.5%Added +5%
CLHClean Harbors Inc
2.1%Trimmed −4%
EHCEncompass Health Corp
1.9%Trimmed −4%
PRPermian Resources Corp
1.9%Trimmed −4%
RRXRegal Rexnord Corp
1.6%Trimmed −4%
NPOEnpro Inc.
1.5%Trimmed −6%
VIAVViavi Solutions Inc.
1.4%Trimmed −36%
SXIStandex International Corp
1.4%Trimmed −5%
GTESGates Industrial Corp Ltd.
1.3%Trimmed −5%
HXLHexcel Corp
1.3%Trimmed −11%
VOYAVoya Financial, Inc.
1.3%Trimmed −6%
LKQLKQ Corp
1.3%
ROGRogers Corp
2.5%+5%
CLHClean Harbors Inc
2.1%
EHCEncompass Health Corp
1.9%
PRPermian Resources Corp
1.9%−4%
RRXRegal Rexnord Corp
1.6%−4%
NPOEnpro Inc.
1.5%−6%
VIAVViavi Solutions Inc.
1.4%
SXIStandex International Corp
1.4%
GTESGates Industrial Corp Ltd.
1.3%
HXLHexcel Corp
1.3%
VOYAVoya Financial, Inc.
1.3%
LKQLKQ Corp
1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ROG Rogers Corp 2.5% Added +5%CLH Clean Harbors Inc 2.1% Trimmed −4%EHC Encompass Health Corp 1.9% Trimmed −4%PR Permian Resources Corp 1.9% Trimmed −4%RRX Regal Rexnord Corp 1.6% Trimmed −4%NPO Enpro Inc. 1.5% Trimmed −6%VIAV Viavi Solutions Inc. 1.4% Trimmed −36%SXI Standex International Corp 1.4% Trimmed −5%GTES Gates Industrial Corp Ltd. 1.3% Trimmed −5%HXL Hexcel Corp 1.3% Trimmed −11%VOYA Voya Financial, Inc. 1.3% Trimmed −6%LKQ LKQ Corp 1.3% Added +321%
What changed
Biggest moves since Jun 30, 2026
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