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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 145 项
建仓 5
增持 21
减持 115
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
RRX
REGAL REXNORD CORPORATION
-$22.3M
303,762
-27%
建仓
INDB
INDEPENDENT BK CORP MASS
+$21.4M
253,441
清仓
—
BANK OF NT BUTTERFIELD&SON L
-$20.1M
0
-100%
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。
清仓
—
ARCH CAP GROUP LTD
-$19.5M
0
-100%
建仓
ONB
OLD NATL BANCORP IND
+$18.8M
1,045,668
增持
IWN
ISHARES TR
+$12.2M
194,363
+69%
建仓
—
PREMIER INC
+$10.9M
310,486
减持
EHC
ENCOMPASS HEALTH CORP
+$10.1M
726,021
-1%
增持
ALL
ALLSTATE CORP
+$9.9M
141,561
+89%
减持
—
CHAMPIONX CORPORATION
+$9.5M
1,029,696
-1%
增持
IWS
ISHARES TR
+$8.3M
81,123
+3804%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$7.5M
279,699
+36%
清仓
AZO
AUTOZONE INC
-$7.5M
0
-100%
增持
AIG
AMERICAN INTL GROUP INC
+$7.0M
326,215
+14%
减持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$6.8M
541,722
-1%
增持
PRI
PRIMERICA INC
+$6.6M
135,128
+33%
清仓
BXP
BOSTON PROPERTIES INC
-$6.5M
0
-100%
减持
VVV
VALVOLINE INC
+$6.1M
875,377
-1%
减持
—
HOSTESS BRANDS INC
-$5.8M
563,611
-29%
增持
SHOO
MADDEN STEVEN LTD
+$5.4M
360,853
+58%
增持
DLR
DIGITAL RLTY TR INC
+$5.3M
115,486
+83%
减持
CNC
CENTENE CORP DEL
-$5.3M
184,175
-30%
减持
IART
INTEGRA LIFESCIENCES HLDGS C
+$5.0M
367,810
-1%
减持
CLH
CLEAN HARBORS INC
-$4.8M
360,905
-14%
增持
WTTR
SELECT ENERGY SVCS INC
+$4.6M
800,331
+97%
减持
TGNA
TEGNA INC
-$4.3M
179,557
-54%
减持
WAL
WESTERN ALLIANCE BANCORP
-$4.3M
631,291
-1%
增持
COLM
COLUMBIA SPORTSWEAR CO
+$4.2M
151,925
+12%
减持
—
AXALTA COATING SYS LTD
+$4.2M
987,469
-1%
增持
—
LABORATORY CORP AMER HLDGS
+$4.1M
70,675
+15%
增持
DORM
DORMAN PRODS INC
+$3.9M
161,537
+45%
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$3.9M
100,773
-2%
减持
VIAV
VIAVI SOLUTIONS INC
-$3.8M
1,431,121
-1%
减持
WHD
CACTUS INC
+$3.7M
321,656
-1%
减持
EME
EMCOR GROUP INC
+$3.6M
123,055
-3%
减持
VMI
VALMONT INDS INC
+$3.6M
66,331
-3%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$3.6M
98,999
+32%
增持
DOV
DOVER CORP
+$3.5M
140,944
+5%
减持
—
PINNACLE FINL PARTNERS INC
-$3.5M
402,396
-1%
减持
—
BERRY GLOBAL GROUP INC
+$3.4M
258,221
-1%
减持
ITT
ITT INC
+$3.4M
249,204
-3%
减持
—
AERCAP HOLDINGS NV
+$3.3M
210,241
-1%
减持
FMC
FMC CORP
+$3.0M
169,661
-1%
减持
NMIH
NMI HLDGS INC
-$3.0M
354,486
-31%
增持
HAIN
HAIN CELESTIAL GROUP INC
+$3.0M
659,082
+44%
减持
MZTI
LANCASTER COLONY CORP
-$2.9M
41,390
-44%
减持
COR
AMERISOURCEBERGEN CORP
+$2.9M
103,582
-2%
减持
BWA
BORGWARNER INC
+$2.9M
343,450
-1%
减持
POR
PORTLAND GEN ELEC CO
+$2.9M
542,948
-1%
减持
AEO
AMERICAN EAGLE OUTFITTERS IN
+$2.8M
720,439
-3%
减持
HP
HELMERICH & PAYNE INC
+$2.8M
224,525
-1%
增持
—
LIVENT CORP
-$2.8M
1,603,713
+42%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$2.7M
372,043
-4%
减持
—
CIRCOR INTL INC
+$2.7M
369,879
-1%
减持
SXI
STANDEX INTL CORP
+$2.7M
148,630
-3%
减持
WAB
WABTEC
+$2.6M
150,702
-1%
减持
EPAC
ENERPAC TOOL GROUP CORP
+$2.6M
346,915
-1%
减持
CACI
CACI INTL INC
+$2.5M
66,537
-1%
减持
MTG
MGIC INVT CORP WIS
-$2.5M
806,312
-20%
减持
RGA
REINSURANCE GRP OF AMERICA I
+$2.4M
166,052
-1%
减持
HXL
HEXCEL CORP NEW
+$2.4M
427,035
-3%
减持
—
AMEDISYS INC
-$2.4M
137,817
-4%
减持
VLO
VALERO ENERGY CORP
-$2.4M
73,227
-33%
减持
STAG
STAG INDL INC
+$2.3M
625,085
-1%
减持
INGR
INGREDION INC
-$2.3M
367,537
-23%
减持
EXLS
EXLSERVICE HOLDINGS INC
+$2.2M
105,115
-1%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$2.2M
638,169
+18%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$2.2M
99,471
-1%
建仓
CAKE
CHEESECAKE FACTORY INC
+$2.1M
67,771
减持
PGR
PROGRESSIVE CORP
+$2.1M
175,938
-1%
增持
—
CHIMERA INVT CORP
+$2.1M
3,131,408
+8%
减持
LW
LAMB WESTON HLDGS INC
+$2.0M
185,441
-1%
减持
LKQ
LKQ CORP
+$2.0M
343,497
-1%
减持
—
ALTRA INDL MOTION CORP
+$1.9M
288,171
-37%
减持
AMP
AMERIPRISE FINL INC
+$1.9M
70,571
-11%
减持
NGVT
INGEVITY CORP
+$1.9M
197,310
-1%
减持
PH
PARKER-HANNIFIN CORP
+$1.8M
38,768
-1%
减持
—
PDC ENERGY INC
+$1.7M
311,301
-1%
减持
—
AZEK CO INC
+$1.7M
507,859
-2%
减持
LDOS
LEIDOS HOLDINGS INC
+$1.7M
99,418
-1%
减持
YETI
YETI HLDGS INC
+$1.6M
138,559
-4%
减持
SNA
SNAP ON INC
+$1.5M
62,467
-1%
减持
URBN
URBAN OUTFITTERS INC
+$1.5M
373,915
-1%
减持
—
MASONITE INTL CORP
+$1.5M
169,210
-1%
减持
SLGN
SILGAN HOLDINGS INC
+$1.5M
157,447
-1%
减持
FIBK
FIRST INTST BANCSYSTEM INC
-$1.5M
759,009
-1%
减持
ESS
ESSEX PPTY TR INC
-$1.5M
44,970
-1%
减持
ETR
ENTERGY CORP NEW
+$1.4M
140,906
-2%
减持
CTRA
COTERRA ENERGY INC
-$1.4M
744,438
-1%
减持
CDP
CORPORATE OFFICE PPTYS TR
+$1.4M
537,701
-1%
增持
LITE
LUMENTUM HLDGS INC
-$1.4M
255,944
+19%
减持
NPO
ENPRO INDS INC
+$1.3M
153,756
-15%
减持
PTC
PTC INC
+$1.3M
93,989
-1%
减持
MGPI
MGP INGREDIENTS INC NEW
-$1.3M
96,329
-12%
减持
IDA
IDACORP INC
+$1.3M
158,079
-1%
减持
CRI
CARTERS INC
+$1.3M
163,752
-2%
减持
—
HARSCO CORP
+$1.2M
522,951
-4%
减持
QRVO
QORVO INC
+$1.2M
115,960
-1%
减持
UVSP
UNIVEST FINANCIAL CORPORATIO
+$1.2M
467,451
-1%
减持
HURN
HURON CONSULTING GROUP INC
-$1.1M
414,161
-12%
减持
NI
NISOURCE INC
+$1.1M
565,342
-1%
减持
HAS
HASBRO INC
-$1.1M
150,285
-1%
减持
CASY
CASEYS GEN STORES INC
+$1.1M
54,918
-1%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$1.0M
107,970
-29%
减持
—
NUVASIVE INC
-$994.6K
227,095
-4%
减持
—
PIONEER NAT RES CO
+$977.9K
105,687
-1%
减持
—
UMPQUA HLDGS CORP
+$894.8K
1,349,288
-1%
减持
SR
SPIRE INC
+$881.7K
142,792
-1%
减持
—
GATES INDL CORP PLC
+$873.1K
802,466
-5%
减持
BDC
BELDEN INC
+$847.5K
186,127
-11%
减持
CNP
CENTERPOINT ENERGY INC
+$824.2K
619,481
-2%
减持
WTFC
WINTRUST FINL CORP
+$771.8K
319,141
-1%
减持
KELYA
KELLY SVCS INC
+$704.3K
340,728
-8%
减持
—
HILLENBRAND INC
+$701.6K
146,534
-3%
减持
KFY
KORN FERRY
+$625.8K
281,289
-3%
减持
EVRG
EVERGY INC
+$607.0K
240,727
-2%
减持
WEC
WEC ENERGY GROUP INC
+$499.6K
178,057
-2%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$480.1K
159,835
-1%
减持
—
NATIONAL INSTRS CORP
-$459.1K
413,304
-1%
减持
BKH
BLACK HILLS CORP
+$437.6K
196,412
-1%
减持
NVST
ENVISTA HOLDINGS CORPORATION
+$424.5K
734,764
-1%
减持
DLTR
DOLLAR TREE INC
+$371.4K
117,947
-2%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$368.0K
97,666
-1%
减持
OI
O-I GLASS INC
+$366.5K
1,096,528
-20%
减持
SMG
SCOTTS MIRACLE-GRO CO
+$355.7K
66,922
-1%
减持
CBT
CABOT CORP
+$350.6K
135,556
-1%
建仓
IWM
ISHARES TR
+$347.5K
1,993
减持
FFIV
F5 INC
-$332.2K
94,710
-2%
减持
WBS
WEBSTER FINL CORP
+$303.8K
212,776
-2%
减持
BKU
BANKUNITED INC
-$297.2K
688,689
-1%
减持
—
PACWEST BANCORP DEL
-$290.7K
445,286
-4%
减持
IOSP
INNOSPEC INC
-$283.9K
81,170
-19%
增持
DAR
DARLING INGREDIENTS INC
+$272.6K
340,383
+7%
增持
GPN
GLOBAL PMTS INC
-$233.7K
139,924
+7%
减持
MUSA
MURPHY USA INC
+$231.7K
74,600
-1%
减持
GT
GOODYEAR TIRE & RUBR CO
-$203.1K
718,705
-3%
减持
OXM
OXFORD INDS INC
+$201.3K
71,263
-1%
减持
HII
HUNTINGTON INGALLS INDS INC
+$195.9K
30,323
-1%
减持
NMRK
NEWMARK GROUP INC
-$189.6K
1,294,023
-1%
减持
BWXT
BWX TECHNOLOGIES INC
-$74.4K
283,774
-14%
减持
—
TREEHOUSE FOODS INC
+$65.8K
782,763
-14%
减持
HLIT
HARMONIC INC
-$64.7K
1,455,291
-1%
减持
DTE
DTE ENERGY CO
+$63.3K
121,674
-2%
减持
STZ
CONSTELLATION BRANDS INC
-$41.0K
59,616
-1%
减持
HST
HOST HOTELS & RESORTS INC
-$12.1K
454,072
-1%
