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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 144 项
建仓 3
增持 12
减持 127
清仓 2
方向
标的
Δ市值
现股数(环比)
清仓
—
PREMIER INC
-$13.6M
0
-100%
建仓
WCC
WESCO INTL INC
+$12.0M
67,232
增持
IWN
ISHARES TR
+$10.8M
103,030
+279%
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
QDEL
QUIDELORTHO CORP
+$10.4M
125,981
增持
MUSA
MURPHY USA INC
+$9.5M
89,354
+26%
减持
INDB
INDEPENDENT BK CORP MASS
-$9.2M
217,976
-24%
减持
FIBK
FIRST INTST BANCSYSTEM INC
-$8.6M
547,126
-24%
减持
VVV
VALVOLINE INC
-$7.9M
708,348
-28%
减持
FMC
FMC CORP
-$7.5M
123,155
-26%
减持
NVST
ENVISTA HOLDINGS CORPORATION
-$6.0M
678,901
-4%
减持
DOV
DOVER CORP
-$5.3M
108,325
-23%
减持
—
PIONEER NAT RES CO
-$5.2M
77,338
-26%
减持
—
NATIONAL INSTRS CORP
-$5.0M
164,700
-40%
减持
DLTR
DOLLAR TREE INC
-$4.9M
81,647
-30%
增持
VIAV
VIAVI SOLUTIONS INC
+$4.7M
1,833,052
+23%
减持
NPO
ENPRO INDS INC
+$3.8M
142,637
-3%
建仓
AAP
ADVANCE AUTO PARTS INC
+$3.8M
53,846
减持
—
GENPACT LIMITED
-$3.5M
301,639
-6%
减持
HAIN
HAIN CELESTIAL GROUP INC
-$3.3M
626,048
-4%
减持
LW
LAMB WESTON HLDGS INC
-$3.1M
138,486
-24%
减持
NGVT
INGEVITY CORP
-$3.0M
202,082
-2%
增持
IART
INTEGRA LIFESCIENCES HLDGS C
-$3.0M
416,784
+19%
增持
SNA
SNAP ON INC
+$3.0M
62,917
+2%
减持
—
AMEDISYS INC
+$3.0M
172,438
-1%
减持
—
AZEK CO INC
+$2.9M
480,441
-3%
减持
PGR
PROGRESSIVE CORP
-$2.9M
148,511
-6%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$2.9M
358,476
-3%
减持
—
LIVENT CORP
+$2.8M
1,335,269
-14%
减持
STZ
CONSTELLATION BRANDS INC
-$2.8M
48,572
-26%
减持
—
CHIMERA INVT CORP
-$2.8M
2,548,859
-18%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$2.7M
141,645
-7%
减持
UVSP
UNIVEST FINANCIAL CORPORATIO
-$2.7M
433,872
-3%
减持
PRI
PRIMERICA INC
+$2.6M
125,405
-3%
减持
—
CHAMPIONX CORPORATION
+$2.5M
951,807
-4%
减持
ETR
ENTERGY CORP NEW
-$2.3M
129,411
-7%
减持
VMI
VALMONT INDS INC
-$2.3M
62,971
-3%
减持
SXI
STANDEX INTL CORP
+$2.3M
141,426
-2%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$2.2M
108,049
-6%
减持
VLO
VALERO ENERGY CORP
-$2.2M
67,571
-7%
减持
WEC
WEC ENERGY GROUP INC
-$2.2M
163,417
-7%
减持
PBH
PRESTIGE CONSMR HEALTHCARE I
-$2.1M
434,880
-3%
减持
EME
EMCOR GROUP INC
+$2.1M
116,814
-3%
减持
CLH
CLEAN HARBORS INC
-$2.0M
277,249
-17%
减持
COR
AMERISOURCEBERGEN CORP
+$2.0M
95,105
-7%
减持
THG
HANOVER INS GROUP INC
-$2.0M
120,619
-1%
减持
EHC
ENCOMPASS HEALTH CORP
+$2.0M
589,032
-16%
减持
BWXT
BWX TECHNOLOGIES INC
+$1.8M
265,161
-3%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$1.7M
92,109
-7%
减持
NMRK
NEWMARK GROUP INC
-$1.7M
1,619,008
-3%
减持
POR
PORTLAND GEN ELEC CO
-$1.7M
503,612
-3%
减持
—
TREEHOUSE FOODS INC
-$1.7M
726,599
-4%
减持
URBN
URBAN OUTFITTERS INC
+$1.6M
346,921
-3%
减持
HXL
HEXCEL CORP NEW
+$1.6M
362,118
-5%
减持
HAS
HASBRO INC
+$1.6M
202,227
-6%
减持
COLB
COLUMBIA BKG SYS INC
-$1.5M
998,307
-2%
减持
—
PDC ENERGY INC
+$1.5M
289,391
-3%
减持
MTG
MGIC INVT CORP WIS
+$1.5M
747,965
-3%
减持
CBT
CABOT CORP
-$1.5M
125,747
-3%
减持
EXLS
EXLSERVICE HOLDINGS INC
-$1.5M
97,529
-3%
减持
DORM
DORMAN PRODS INC
-$1.5M
150,082
-3%
减持
—
MASONITE INTL CORP
+$1.5M
157,001
-3%
减持
—
ENVIRI CORP
+$1.4M
503,542
-3%
减持
SHOO
MADDEN STEVEN LTD
-$1.4M
335,243
-3%
减持
ALL
ALLSTATE CORP
-$1.4M
153,655
-6%
减持
AEO
AMERICAN EAGLE OUTFITTERS IN
-$1.4M
685,075
-3%
减持
CNP
CENTERPOINT ENERGY INC
-$1.4M
568,782
-7%
减持
NI
NISOURCE INC
-$1.3M
519,098
-7%
减持
IDA
IDACORP INC
-$1.3M
146,650
-3%
减持
PH
PARKER-HANNIFIN CORP
-$1.2M
29,697
-22%
减持
OI
O-I GLASS INC
-$1.2M
607,811
-3%
增持
SLGN
SILGAN HLDGS INC
+$1.2M
228,790
+29%
增持
LITE
LUMENTUM HLDGS INC
+$1.2M
301,754
+2%
减持
BWA
BORGWARNER INC
-$1.2M
315,419
-7%
减持
SR
SPIRE INC
-$1.1M
132,502
-3%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$1.1M
719,151
+18%
减持
EVRG
EVERGY INC
-$1.1M
171,103
-6%
减持
AIG
AMERICAN INTL GROUP INC
+$1.1M
299,471
-7%
减持
BDC
BELDEN INC
-$1.0M
133,457
-16%
减持
ONB
OLD NATL BANCORP IND
-$1.0M
1,196,288
-3%
减持
NBHC
NATIONAL BK HLDGS CORP
-$996.4K
182,594
-3%
减持
IWS
ISHARES TR
-$982.0K
49,157
-18%
减持
DLR
DIGITAL RLTY TR INC
+$957.3K
107,759
-6%
减持
NMIH
NMI HLDGS INC
+$950.3K
328,820
-3%
减持
KFY
KORN FERRY
-$935.7K
267,517
-2%
减持
—
AXALTA COATING SYS LTD
+$920.2K
911,164
-5%
减持
HURN
HURON CONSULTING GROUP INC
+$918.8K
384,300
-3%
减持
LDOS
LEIDOS HOLDINGS INC
-$916.3K
91,333
-7%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$896.5K
110,000
-6%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$882.1K
146,714
-7%
减持
WBS
WEBSTER FINL CORP
-$871.1K
195,348
-7%
减持
DTE
DTE ENERGY CO
-$854.4K
133,920
-6%
减持
FFIV
F5 INC
-$847.7K
86,982
-7%
减持
BKH
BLACK HILLS CORP
-$823.8K
182,221
-3%
减持
GT
GOODYEAR TIRE & RUBR CO
-$818.3K
507,369
-28%
减持
LKQ
LKQ CORP
-$786.6K
315,457
-7%
减持
—
AERCAP HOLDINGS NV
+$742.5K
232,306
-7%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$738.8K
61,402
-7%
减持
QRVO
QORVO INC
-$719.9K
106,407
-7%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$719.3K
99,899
-3%
减持
WTFC
WINTRUST FINL CORP
-$679.2K
296,405
-3%
减持
STAG
STAG INDL INC
+$670.1K
579,908
-3%
减持
OXM
OXFORD INDS INC
-$661.6K
66,102
-3%
增持
VLY
VALLEY NATL BANCORP
-$653.6K
1,687,187
+14%
减持
MGPI
MGP INGREDIENTS INC NEW
+$619.4K
89,283
-3%
减持
—
GATES INDL CORP PLC
-$612.7K
783,358
-3%
减持
CASY
CASEYS GEN STORES INC
+$607.8K
50,405
-7%
减持
CACI
CACI INTL INC
-$576.7K
53,529
-16%
减持
RGA
REINSURANCE GRP OF AMERICA I
-$530.0K
152,441
-7%
减持
—
CIRCOR INTL INC
+$512.6K
204,165
-42%
清仓
—
HILLENBRAND INC
-$503.2K
0
-100%
减持
HLIT
HARMONIC INC
-$501.3K
1,220,025
-12%
减持
CRI
CARTERS INC
-$467.3K
152,716
-5%
减持
TGNA
TEGNA INC
-$455.8K
406,288
-3%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$446.5K
259,525
-3%
减持
PTC
PTC INC
+$424.4K
86,241
-7%
减持
ESS
ESSEX PPTY TR INC
+$418.2K
41,233
-7%
减持
CTRA
COTERRA ENERGY INC
-$401.3K
484,193
-6%
减持
DAR
DARLING INGREDIENTS INC
+$401.1K
313,390
-7%
减持
MZTI
LANCASTER COLONY CORP
-$399.5K
55,654
-3%
减持
IOSP
INNOSPEC INC
-$375.8K
75,322
-3%
减持
CAKE
CHEESECAKE FACTORY INC
-$347.4K
246,847
-3%
减持
HST
HOST HOTELS & RESORTS INC
-$343.6K
417,148
-7%
减持
CHCO
CITY HLDG CO
-$316.5K
95,302
-3%
减持
AMP
AMERIPRISE FINL INC
+$311.9K
47,403
-6%
减持
—
BERRY GLOBAL GROUP INC
+$306.4K
237,170
-7%
减持
YETI
YETI HLDGS INC
-$297.6K
133,594
-3%
增持
FHN
FIRST HORIZON CORPORATION
-$297.0K
758,232
+52%
减持
CDP
CORPORATE OFFICE PPTYS TR
-$296.0K
498,831
-3%
减持
—
PINNACLE FINL PARTNERS INC
-$276.5K
372,278
-4%
减持
EPAC
ENERPAC TOOL GROUP CORP
+$263.6K
321,878
-3%
减持
INGR
INGREDION INC
-$234.0K
340,347
-5%
减持
ITT
ITT INC
+$230.1K
227,379
-6%
减持
WAB
WABTEC
+$208.8K
138,439
-7%
减持
—
NUVASIVE INC
-$181.0K
218,251
-3%
减持
FAF
FIRST AMERN FINL CORP
+$164.1K
248,207
-1%
减持
HII
HUNTINGTON INGALLS INDS INC
+$163.9K
27,840
-7%
减持
CIVI
CIVITAS RESOURCES INC
-$154.9K
184,846
-3%
减持
—
LABORATORY CORP AMER HLDGS
-$139.6K
50,264
-6%
减持
—
HOSTESS BRANDS INC
-$119.2K
522,930
-3%
减持
RRX
REGAL REXNORD CORPORATION
+$51.0K
253,016
-8%
减持
CNC
CENTENE CORP DEL
+$35.1K
206,596
-6%
增持
GPN
GLOBAL PMTS INC
+$28.5K
148,152
+7%
增持
TSN
TYSON FOODS INC
+$21.3K
232,285
+16%
减持
WHD
CACTUS INC
-$11.5K
298,935
-3%
