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Leeward Investments, LLC - MA 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Leeward Investments, LLC - MA
报告期 2026-03-31 · CIK 0001923173
持仓数
142
前50大市值合计
$1.15B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 146 项
建仓 6
增持 19
减持 118
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
AMERICAN CAMPUS CMNTYS INC
-$23.7M
207,508
-69%
减持
—
PINNACLE FINL PARTNERS INC
-$20.9M
412,433
-25%
减持
NMRK
NEWMARK GROUP INC
-$18.0M
1,676,558
-22%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
HURN
HURON CONSULTING GROUP INC
+$17.4M
480,714
+59%
减持
RRX
REGAL REXNORD CORPORATION
-$17.2M
449,260
-2%
减持
—
LIVENT CORP
-$15.1M
1,517,566
-20%
减持
THG
HANOVER INS GROUP INC
-$14.2M
76,504
-55%
减持
CLH
CLEAN HARBORS INC
-$13.2M
505,591
-2%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$12.4M
555,299
+45%
减持
—
PACWEST BANCORP DEL
-$12.3M
706,366
-2%
清仓
CALM
CAL MAINE FOODS INC
-$12.2M
0
-100%
建仓
VMI
VALMONT INDS INC
+$12.2M
54,335
建仓
—
LABORATORY CORP AMER HLDGS
+$12.0M
51,060
减持
WHD
CACTUS INC
-$11.6M
245,478
-35%
清仓
—
SPX FLOW INC
-$11.4M
0
-100%
减持
RXT
RACKSPACE TECHNOLOGY INC
-$10.9M
2,578,488
-2%
减持
DAR
DARLING INGREDIENTS INC
-$10.1M
263,807
-18%
减持
TGNA
TEGNA INC
-$9.9M
641,599
-38%
建仓
MZTI
LANCASTER COLONY CORP
+$9.7M
75,412
建仓
—
AMEDISYS INC
+$9.4M
89,752
增持
—
CHAMPIONX CORPORATION
+$9.1M
1,053,790
+119%
减持
POR
PORTLAND GEN ELEC CO
-$8.8M
556,745
-14%
减持
NVST
ENVISTA HOLDINGS CORPORATION
-$8.4M
752,312
-2%
减持
ROG
ROGERS CORP
-$8.3M
38,779
-43%
建仓
CRL
CHARLES RIV LABS INTL INC
+$8.1M
37,980
增持
FIBK
FIRST INTST BANCSYSTEM INC
+$8.1M
778,937
+33%
减持
HP
HELMERICH & PAYNE INC
-$7.7M
303,529
-37%
增持
—
CHIMERA INVT CORP
-$6.9M
2,951,289
+8%
减持
BKU
BANKUNITED INC
-$6.9M
706,623
-3%
减持
—
TREEHOUSE FOODS INC
+$6.0M
923,217
-9%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$5.8M
99,681
-1%
减持
HTGC
HERCULES CAPITAL INC
-$5.6M
649,100
-18%
增持
EHC
ENCOMPASS HEALTH CORP
+$5.4M
392,444
+68%
减持
HAIN
HAIN CELESTIAL GROUP INC
-$5.3M
462,865
-2%
减持
AMP
AMERIPRISE FINL INC
-$5.2M
80,307
-1%
减持
DLTR
DOLLAR TREE INC
-$5.1M
110,041
-21%
减持
WTFC
WINTRUST FINL CORP
-$5.1M
327,443
-3%
清仓
ENR
ENERGIZER HLDGS INC NEW
-$5.0M
0
-100%
减持
VIAV
VIAVI SOLUTIONS INC
-$4.9M
1,471,475
-3%
减持
VLO
VALERO ENERGY CORP
-$4.9M
109,992
-33%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$4.7M
163,129
-1%
增持
CACI
CACI INTL INC
+$4.7M
68,340
+42%
减持
—
HOSTESS BRANDS INC
-$4.7M
948,943
-16%
减持
MUSA
MURPHY USA INC
+$4.4M
163,588
-3%
减持
FMC
FMC CORP
-$4.4M
173,172
-1%
减持
FFIV
F5 INC
-$4.4M
75,410
-1%
减持
—
PDC ENERGY INC
-$4.2M
319,601
-3%
增持
BWXT
BWX TECHNOLOGIES INC
+$4.2M
335,568
+26%
减持
—
CIRCOR INTL INC
-$4.1M
379,968
-2%
减持
—
GATES INDL CORP PLC
-$4.1M
865,364
-3%
减持
ESS
ESSEX PPTY TR INC
-$4.0M
45,895
-1%
增持
SBNY
SIGNATURE BK NEW YORK N Y
-$4.0M
103,012
+35%
减持
CRI
CARTERS INC
-$3.9M
169,379
-2%
减持
—
LXP INDUSTRIAL TRUST
-$3.9M
719,341
-3%
减持
NPO
ENPRO INDS INC
-$3.8M
201,362
-3%
减持
HXL
HEXCEL CORP NEW
-$3.7M
445,028
-2%
减持
—
UMPQUA HLDGS CORP
-$3.7M
1,382,931
-3%
减持
QRVO
QORVO INC
-$3.6M
118,349
-1%
减持
—
BANK OF NT BUTTERFIELD&SON L
-$3.6M
630,278
-3%
减持
BXP
BOSTON PROPERTIES INC
-$3.6M
87,722
-1%
减持
AIG
AMERICAN INTL GROUP INC
-$3.5M
289,629
-1%
减持
WBS
WEBSTER FINL CORP
-$3.3M
216,368
-2%
减持
LITE
LUMENTUM HLDGS INC
-$3.2M
152,466
-3%
减持
—
PIONEER NAT RES CO
-$3.1M
107,848
-1%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$3.1M
68,299
-1%
减持
—
HARSCO CORP
-$3.1M
556,063
-3%
减持
GT
GOODYEAR TIRE & RUBR CO
-$3.0M
757,483
-3%
减持
SXI
STANDEX INTL CORP
-$2.8M
156,231
-3%
减持
URBN
URBAN OUTFITTERS INC
-$2.8M
383,274
-3%
减持
YETI
YETI HLDGS INC
-$2.7M
147,554
-3%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$2.7M
136,256
-1%
减持
ITT
ITT INC
-$2.7M
262,866
-3%
减持
KFY
KORN FERRY
-$2.6M
295,495
-3%
减持
—
MASONITE INTL CORP
-$2.5M
173,380
-3%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$2.4M
101,520
-1%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$2.4M
154,412
-3%
减持
NMIH
NMI HLDGS INC
-$2.4M
520,827
-3%
增持
AEO
AMERICAN EAGLE OUTFITTERS IN
-$2.4M
756,995
+18%
增持
—
AXALTA COATING SYS LTD
-$2.3M
1,009,862
+1%
减持
MGPI
MGP INGREDIENTS INC NEW
-$2.3M
111,263
-29%
减持
WAB
WABTEC
-$2.3M
153,811
-1%
减持
—
ALTRA INDL MOTION CORP
-$2.2M
463,305
-3%
增持
VVV
VALVOLINE INC
-$2.1M
786,698
+0%
减持
—
AERCAP HOLDINGS NV
-$2.1M
214,620
-1%
减持
LW
LAMB WESTON HLDGS INC
+$2.1M
189,265
-1%
减持
IDA
IDACORP INC
-$2.1M
162,187
-3%
增持
—
NUVASIVE INC
+$2.1M
241,115
+40%
减持
BWA
BORGWARNER INC
-$2.1M
350,518
-1%
减持
CALY
CALLAWAY GOLF CO
-$2.0M
551,591
-3%
减持
HST
HOST HOTELS & RESORTS INC
-$1.8M
463,494
-1%
减持
SHOO
MADDEN STEVEN LTD
-$1.8M
232,440
-3%
增持
WAL
WESTERN ALLIANCE BANCORP
-$1.7M
645,627
+13%
减持
EME
EMCOR GROUP INC
-$1.7M
129,007
-3%
增持
DOV
DOVER CORP
-$1.6M
135,041
+18%
减持
PH
PARKER-HANNIFIN CORP
-$1.6M
39,565
-1%
减持
NI
NISOURCE INC
-$1.5M
576,954
-1%
减持
—
ARCH CAP GROUP LTD
-$1.4M
431,469
-1%
减持
MTG
MGIC INVT CORP WIS
-$1.4M
1,028,880
-3%
减持
SLGN
SILGAN HOLDINGS INC
-$1.4M
222,292
-3%
减持
DORM
DORMAN PRODS INC
+$1.4M
113,449
-3%
减持
HLIT
HARMONIC INC
-$1.3M
1,491,769
-3%
减持
BKH
BLACK HILLS CORP
-$1.3M
201,524
-3%
减持
EPAC
ENERPAC TOOL GROUP CORP
-$1.3M
355,617
-3%
减持
RGA
REINSURANCE GRP OF AMERICA I
+$1.2M
169,468
-1%
减持
LKQ
LKQ CORP
+$1.2M
350,591
-1%
减持
CTRA
COTERRA ENERGY INC
-$1.1M
759,727
-1%
减持
CDP
CORPORATE OFFICE PPTYS TR
-$1.1M
333,440
-3%
减持
UVSP
UNIVEST FINANCIAL CORPORATIO
-$1.0M
478,919
-3%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$1.0M
157,247
-3%
减持
—
BERRY GLOBAL GROUP INC
-$1.0M
263,551
-1%
增持
GPN
GLOBAL PMTS INC
+$932.0K
131,776
+32%
减持
CNP
CENTERPOINT ENERGY INC
-$931.0K
703,963
-1%
减持
KELYA
KELLY SVCS INC
-$927.0K
379,560
-3%
减持
CBT
CABOT CORP
-$923.0K
139,090
-3%
减持
ETR
ENTERGY CORP NEW
-$911.0K
178,347
-1%
减持
COR
AMERISOURCEBERGEN CORP
-$879.0K
60,481
-1%
减持
DLR
DIGITAL RLTY TR INC
-$836.0K
63,465
-1%
减持
CASY
CASEYS GEN STORES INC
-$834.0K
56,049
-1%
减持
WTTR
SELECT ENERGY SVCS INC
-$831.0K
414,590
-3%
减持
LDOS
LEIDOS HOLDINGS INC
-$820.0K
101,464
-1%
减持
BDC
BELDEN INC
-$800.0K
212,841
-3%
减持
EVRG
EVERGY INC
-$788.0K
214,647
-1%
减持
DTE
DTE ENERGY CO
-$768.0K
116,445
-1%
建仓
IWM
ISHARES TR
+$723.0K
4,267
减持
—
HILLENBRAND INC
-$695.0K
154,085
-3%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$660.0K
100,236
-0%
减持
SNA
SNAP ON INC
-$651.0K
63,761
-1%
减持
HII
HUNTINGTON INGALLS INDS INC
+$516.0K
30,950
-1%
减持
OI
O-I GLASS INC
+$503.0K
1,173,119
-3%
增持
IART
INTEGRA LIFESCIENCES HLDGS C
+$455.0K
276,408
+23%
减持
NGVT
INGEVITY CORP
-$449.0K
158,052
-3%
减持
AZO
AUTOZONE INC
+$422.0K
4,839
-1%
减持
OXM
OXFORD INDS INC
-$412.0K
95,613
-3%
减持
DX
DYNEX CAP INC
-$322.0K
431,456
-3%
减持
INGR
INGREDION INC
-$300.0K
481,892
-2%
减持
PGR
PROGRESSIVE CORP
+$235.0K
179,567
-1%
减持
PTC
PTC INC
-$220.0K
95,933
-1%
减持
HAS
HASBRO INC
-$113.0K
153,391
-1%
减持
SR
SPIRE INC
+$80.0K
146,525
-3%
减持
IOSP
INNOSPEC INC
+$61.0K
102,805
-3%
减持
STZ
CONSTELLATION BRANDS INC
+$48.0K
60,832
-1%
增持
IWN
ISHARES TR
+$18.0K
26,674
+19%
减持
EXLS
EXLSERVICE HOLDINGS INC
-$6.0K
107,847
-3%
减持
CNC
CENTENE CORP DEL
-$5.0K
353,921
-1%
减持
WEC
WEC ENERGY GROUP INC
-$5.0K
172,349
-1%
增持
IWS
ISHARES TR
-$4.0K
9,886
+17%
