Leeward Investments, LLC Ma Portfolio Holdings
Leeward Investments, LLC Ma
- $1.97 Billion
- Q4 2024
Leeward Investments, LLC Ma has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.97 Billion distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Encompass Health Corp with a value of $41.6M, Clean Harbors Inc with a value of $39.7M, First Horizon Corp with a value of $38.5M, Pinnacle Financial Partners Inc with a value of $35.2M, and Agree Realty Corp with a value of $33.3M.
Examining the 13F form we can see an decrease of $135M in the current position value, from $2.1B to 1.97B.
Below you can find more details about Leeward Investments, LLC Ma portfolio as well as his latest detailed transactions.
Portfolio value
$1.97 Billion
Financial Services: $410 Million
Industrials: $364 Million
Technology: $231 Million
Consumer Cyclical: $185 Million
Healthcare: $162 Million
Real Estate: $158 Million
Energy: $134 Million
Consumer Defensive: $127 Million
Other: $196 Million
Stock Holdings Table Market Cap. of $200 Billions or more
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 145
- Current Value $1.97 Billion
- Prior Value $2.1 Billion
- Filing
- Period Q4 2024
- Filing Date February 03, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 5 stocks
- Additional Purchases 9 stocks
- Sold out of 0 stocks
- Reduced holdings in 131 stocks