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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 7
增持 20
减持 113
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
RXT
RACKSPACE TECHNOLOGY INC
-$18.5M
0
-100%
建仓
STAG
STAG INDL INC
+$17.9M
628,453
减持
MUSA
MURPHY USA INC
-$17.5M
75,014
-54%
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。
建仓
NSA
NATIONAL STORAGE AFFILIATES
+$16.2M
388,764
建仓
—
NATIONAL INSTRS CORP
+$15.7M
416,261
清仓
—
AMERICAN CAMPUS CMNTYS INC
-$13.4M
0
-100%
建仓
PRI
PRIMERICA INC
+$12.5M
101,544
增持
EHC
ENCOMPASS HEALTH CORP
+$11.3M
736,354
+88%
清仓
THG
HANOVER INS GROUP INC
-$11.2M
0
-100%
增持
IWN
ISHARES TR
+$11.2M
114,676
+330%
减持
—
CHIMERA INVT CORP
-$10.9M
2,906,503
-2%
清仓
ROG
ROGERS CORP
-$10.2M
0
-100%
减持
CNC
CENTENE CORP DEL
-$9.6M
261,984
-26%
建仓
ALL
ALLSTATE CORP
+$9.3M
74,736
清仓
HTGC
HERCULES CAPITAL INC
-$8.8M
0
-100%
建仓
—
AZEK CO INC
+$8.7M
520,658
减持
—
PACWEST BANCORP DEL
-$8.3M
465,045
-34%
清仓
CRL
CHARLES RIV LABS INTL INC
-$8.1M
0
-100%
清仓
—
LXP INDUSTRIAL TRUST
-$7.7M
0
-100%
减持
RRX
REGAL REXNORD CORPORATION
+$7.7M
418,370
-7%
清仓
DX
DYNEX CAP INC
-$6.9M
0
-100%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$6.8M
75,142
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$6.6M
0
-100%
减持
HLIT
HARMONIC INC
+$6.2M
1,463,615
-2%
增持
VMI
VALMONT INDS INC
+$6.1M
68,304
+26%
减持
NMRK
NEWMARK GROUP INC
-$5.7M
1,303,162
-22%
增持
COR
AMERISOURCEBERGEN CORP
+$5.7M
105,211
+74%
减持
ETR
ENTERGY CORP NEW
-$5.7M
143,305
-20%
减持
PBH
PRESTIGE CONSMR HEALTHCARE I
-$5.5M
544,837
-2%
减持
TGNA
TEGNA INC
-$5.3M
394,044
-39%
增持
DAR
DARLING INGREDIENTS INC
+$5.3M
317,938
+21%
减持
HP
HELMERICH & PAYNE INC
-$4.7M
225,878
-26%
减持
NVST
ENVISTA HOLDINGS CORPORATION
-$4.7M
741,085
-1%
增持
—
AMEDISYS INC
+$4.5M
144,091
+61%
减持
INGR
INGREDION INC
-$4.2M
475,093
-1%
增持
CDP
CORPORATE OFFICE PPTYS TR
+$3.8M
540,744
+62%
减持
WAL
WESTERN ALLIANCE BANCORP
-$3.7M
636,646
-1%
减持
KFY
KORN FERRY
-$3.5M
289,955
-2%
减持
DORM
DORMAN PRODS INC
-$3.3M
111,148
-2%
减持
HAIN
HAIN CELESTIAL GROUP INC
-$3.3M
456,190
-1%
减持
POR
PORTLAND GEN ELEC CO
-$3.2M
546,201
-2%
减持
—
PINNACLE FINL PARTNERS INC
+$3.2M
406,770
-1%
减持
CNP
CENTERPOINT ENERGY INC
-$3.1M
630,018
-11%
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$2.9M
102,789
-0%
减持
AZO
AUTOZONE INC
-$2.9M
3,489
-28%
增持
LITE
LUMENTUM HLDGS INC
+$2.6M
214,596
+41%
减持
NI
NISOURCE INC
-$2.6M
572,203
-1%
增持
WHD
CACTUS INC
+$2.6M
323,599
+32%
减持
SLGN
SILGAN HOLDINGS INC
-$2.5M
158,374
-29%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$2.5M
67,735
-1%
减持
KELYA
KELLY SVCS INC
-$2.5M
371,900
-2%
增持
FFIV
F5 INC
+$2.4M
96,209
+28%
减持
HAS
HASBRO INC
-$2.3M
152,128
-1%
减持
YETI
YETI HLDGS INC
-$2.3M
144,718
-2%
减持
—
BERRY GLOBAL GROUP INC
-$2.2M
261,378
-1%
增持
NGVT
INGEVITY CORP
+$2.1M
198,445
+26%
减持
OXM
OXFORD INDS INC
-$2.0M
71,718
-25%
减持
DLR
DIGITAL RLTY TR INC
-$2.0M
62,942
-1%
减持
SR
SPIRE INC
-$1.9M
143,609
-2%
减持
BWXT
BWX TECHNOLOGIES INC
-$1.9M
328,696
-2%
减持
—
HARSCO CORP
-$1.9M
545,387
-2%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$1.9M
161,784
-1%
减持
QRVO
QORVO INC
-$1.8M
117,373
-1%
减持
CACI
CACI INTL INC
-$1.8M
66,933
-2%
减持
NMIH
NMI HLDGS INC
+$1.7M
511,032
-2%
减持
—
HOSTESS BRANDS INC
-$1.7M
792,898
-16%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$1.6M
206,131
+31%
减持
CLH
CLEAN HARBORS INC
+$1.6M
417,770
-17%
减持
—
PDC ENERGY INC
-$1.6M
313,039
-2%
减持
—
NUVASIVE INC
-$1.5M
236,487
-2%
减持
BKU
BANKUNITED INC
-$1.4M
693,360
-2%
减持
IDA
IDACORP INC
-$1.4M
158,974
-2%
减持
LDOS
LEIDOS HOLDINGS INC
-$1.4M
100,630
-1%
减持
SHOO
MADDEN STEVEN LTD
-$1.4M
228,095
-2%
减持
MZTI
LANCASTER COLONY CORP
+$1.4M
73,909
-2%
增持
OI
O-I GLASS INC
+$1.4M
1,374,767
+17%
减持
—
AXALTA COATING SYS LTD
-$1.3M
996,409
-1%
减持
EME
EMCOR GROUP INC
+$1.3M
126,585
-2%
减持
BKH
BLACK HILLS CORP
-$1.3M
197,524
-2%
减持
BXP
BOSTON PROPERTIES INC
-$1.3M
87,000
-1%
减持
RGA
REINSURANCE GRP OF AMERICA I
+$1.3M
168,083
-1%
减持
AEO
AMERICAN EAGLE OUTFITTERS IN
-$1.2M
742,398
-2%
减持
IOSP
INNOSPEC INC
-$1.2M
100,766
-2%
减持
BDC
BELDEN INC
+$1.2M
208,845
-2%
减持
—
MASONITE INTL CORP
-$1.2M
170,080
-2%
减持
AIG
AMERICAN INTL GROUP INC
-$1.2M
287,240
-1%
减持
UVSP
UNIVEST FINANCIAL CORPORATIO
-$1.2M
469,883
-2%
减持
FIBK
FIRST INTST BANCSYSTEM INC
+$1.1M
764,194
-2%
增持
WEC
WEC ENERGY GROUP INC
-$1.1M
181,093
+5%
减持
NPO
ENPRO INDS INC
-$1.1M
180,829
-10%
减持
—
GATES INDL CORP PLC
-$1.1M
848,671
-2%
减持
—
ALTRA INDL MOTION CORP
-$1.0M
454,607
-2%
减持
LW
LAMB WESTON HLDGS INC
+$1.0M
187,705
-1%
减持
CRI
CARTERS INC
-$983.0K
167,171
-1%
减持
AMP
AMERIPRISE FINL INC
+$980.0K
79,647
-1%
减持
ESS
ESSEX PPTY TR INC
-$976.0K
45,517
-1%
减持
—
PIONEER NAT RES CO
-$899.0K
106,959
-1%
减持
CASY
CASEYS GEN STORES INC
+$889.0K
55,586
-1%
增持
DLTR
DOLLAR TREE INC
-$839.0K
119,843
+9%
减持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$828.0K
541,226
-2%
减持
ITT
ITT INC
-$822.0K
257,932
-2%
减持
LKQ
LKQ CORP
-$817.0K
347,698
-1%
减持
IWS
ISHARES TR
-$804.0K
2,078
-79%
减持
BWA
BORGWARNER INC
-$781.0K
347,630
-1%
减持
—
HILLENBRAND INC
-$760.0K
151,173
-2%
减持
DOV
DOVER CORP
-$754.0K
134,059
-1%
增持
IART
INTEGRA LIFESCIENCES HLDGS C
+$732.0K
369,825
+34%
减持
SXI
STANDEX INTL CORP
-$729.0K
153,288
-2%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$728.0K
151,501
-2%
清仓
IWM
ISHARES TR
-$723.0K
0
-100%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$659.0K
135,131
-1%
减持
WBS
WEBSTER FINL CORP
+$649.0K
216,136
-0%
减持
VIAV
VIAVI SOLUTIONS INC
-$626.0K
1,443,819
-2%
减持
GT
GOODYEAR TIRE & RUBR CO
-$615.0K
743,088
-2%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$598.0K
98,859
-1%
减持
—
CHAMPIONX CORPORATION
-$596.0K
1,038,437
-1%
减持
HXL
HEXCEL CORP NEW
-$592.0K
438,646
-1%
增持
—
LABORATORY CORP AMER HLDGS
+$575.0K
61,232
+20%
减持
EPAC
ENERPAC TOOL GROUP CORP
-$544.0K
348,827
-2%
增持
EVRG
EVERGY INC
+$536.0K
244,813
+14%
增持
DTE
DTE ENERGY CO
-$522.0K
123,744
+6%
减持
GPN
GLOBAL PMTS INC
-$449.0K
130,785
-1%
减持
MGPI
MGP INGREDIENTS INC NEW
+$440.0K
109,043
-2%
减持
—
BANK OF NT BUTTERFIELD&SON L
+$416.0K
618,420
-2%
减持
FMC
FMC CORP
-$378.0K
171,745
-1%
减持
STZ
CONSTELLATION BRANDS INC
-$321.0K
60,331
-1%
减持
EXLS
EXLSERVICE HOLDINGS INC
-$311.0K
105,711
-2%
减持
PTC
PTC INC
-$250.0K
95,141
-1%
减持
URBN
URBAN OUTFITTERS INC
+$239.0K
376,123
-2%
减持
PH
PARKER-HANNIFIN CORP
-$227.0K
39,240
-1%
减持
—
AERCAP HOLDINGS NV
+$223.0K
212,847
-1%
减持
WAB
WABTEC
-$216.0K
152,542
-1%
减持
—
LIVENT CORP
+$208.0K
1,130,237
-26%
增持
VVV
VALVOLINE INC
-$207.0K
886,888
+13%
减持
PGR
PROGRESSIVE CORP
-$183.0K
178,086
-1%
减持
SNA
SNAP ON INC
+$170.0K
63,237
-1%
减持
CBT
CABOT CORP
-$163.0K
136,329
-2%
减持
—
ARCH CAP GROUP LTD
-$141.0K
427,913
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$139.0K
100,685
-1%
减持
CTRA
COTERRA ENERGY INC
+$88.0K
753,470
-1%
减持
—
CIRCOR INTL INC
-$86.0K
372,453
-2%
减持
HII
HUNTINGTON INGALLS INDS INC
+$57.0K
30,696
-1%
减持
WTFC
WINTRUST FINL CORP
-$43.0K
321,297
-2%
减持
HST
HOST HOTELS & RESORTS INC
+$32.0K
459,668
-1%
减持
HURN
HURON CONSULTING GROUP INC
-$29.0K
471,142
-2%
减持
VLO
VALERO ENERGY CORP
-$23.0K
109,187
-1%
减持
—
TREEHOUSE FOODS INC
-$22.0K
909,643
-1%
减持
MTG
MGIC INVT CORP WIS
-$22.0K
1,009,550
-2%
减持
—
UMPQUA HLDGS CORP
-$2.0K
1,356,958
-2%
减持
WTTR
SELECT ENERGY SVCS INC
+$2.0K
406,062
-2%
