Leeward Investments, LLC Ma Portfolio Holdings
Leeward Investments, LLC Ma
- $1.86 Billion
- Q1 2025
Leeward Investments, LLC Ma has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.86 Billion distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Encompass Health Corp with a value of $43.8M, First Horizon Corp with a value of $35.6M, Agree Realty Corp with a value of $35M, Pinnacle Financial Partners Inc with a value of $31.2M, and Clean Harbors Inc with a value of $31.1M.
Examining the 13F form we can see an decrease of $110M in the current position value, from $1.97B to 1.86B.
Below you can find more details about Leeward Investments, LLC Ma portfolio as well as his latest detailed transactions.
Portfolio value
$1.86 Billion
Financial Services: $405 Million
Industrials: $312 Million
Technology: $214 Million
Real Estate: $167 Million
Consumer Cyclical: $164 Million
Healthcare: $160 Million
Utilities: $134 Million
Energy: $117 Million
Other: $187 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 143
- Current Value $1.86 Billion
- Prior Value $1.97 Billion
- Filing
- Period Q1 2025
- Filing Date April 28, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 6 stocks
- Additional Purchases 24 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks