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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 5
增持 82
减持 57
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
ADC
AGREE RLTY CORP
+$30.3M
489,277
清仓
—
LABORATORY CORP AMER HLDGS
-$16.8M
0
-100%
建仓
LH
LABCORP HOLDINGS INC
+$15.0M
73,770
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
—
MASONITE INTL CORP
-$14.2M
0
-100%
清仓
—
CHIMERA INVT CORP
-$12.7M
0
-100%
建仓
OPCH
OPTION CARE HEALTH INC
+$12.0M
434,802
减持
RRX
REGAL REXNORD CORPORATION
-$11.1M
239,977
-1%
清仓
PGR
PROGRESSIVE CORP
-$10.8M
0
-100%
建仓
CIM
CHIMERA INVT CORP
+$10.8M
845,333
减持
HXL
HEXCEL CORP NEW
-$10.0M
239,058
-30%
减持
PRI
PRIMERICA INC
-$9.8M
64,926
-35%
清仓
—
AMEDISYS INC
-$9.5M
0
-100%
建仓
ARMK
ARAMARK
+$9.3M
272,275
减持
COR
CENCORA INC
-$7.2M
70,966
-26%
增持
HUM
HUMANA INC
+$6.5M
44,473
+53%
减持
GPN
GLOBAL PMTS INC
-$6.1M
141,910
-4%
增持
CLH
CLEAN HARBORS INC
+$6.0M
237,473
+0%
清仓
TGNA
TEGNA INC
-$5.4M
0
-100%
增持
IWN
ISHARES TR
+$5.3M
58,217
+156%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$5.2M
341,328
-46%
减持
VIAV
VIAVI SOLUTIONS INC
-$4.7M
1,456,099
-10%
增持
NSA
NATIONAL STORAGE AFFILIATES
+$4.7M
414,734
+31%
减持
NGVT
INGEVITY CORP
-$4.5M
204,606
-27%
增持
ROG
ROGERS CORP
+$4.3M
115,382
+43%
增持
GMED
GLOBUS MED INC
+$4.2M
234,725
+6%
减持
—
AERCAP HOLDINGS NV
-$4.1M
172,480
-26%
减持
QDEL
QUIDELORTHO CORP
-$4.0M
196,259
-10%
增持
CACI
CACI INTL INC
+$3.6M
49,695
+6%
减持
DAR
DARLING INGREDIENTS INC
-$3.6M
300,254
-4%
减持
CRI
CARTERS INC
-$3.3M
144,702
-0%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$3.3M
140,580
-4%
增持
VMI
VALMONT INDS INC
+$3.2M
54,120
+6%
减持
WAB
WABTEC
-$3.2M
74,677
-27%
减持
ALL
ALLSTATE CORP
-$3.1M
147,242
-4%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$3.1M
105,401
-4%
增持
OI
O-I GLASS INC
-$3.0M
658,196
+6%
增持
—
ARCADIUM LITHIUM PLC
-$3.0M
3,390,848
+2%
增持
NVST
ENVISTA HOLDINGS CORPORATION
-$2.9M
640,589
+1%
增持
THG
HANOVER INS GROUP INC
+$2.8M
153,973
+27%
增持
PR
PERMIAN RESOURCES CORP
-$2.7M
2,320,605
+2%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$2.6M
96,862
-4%
减持
DLTR
DOLLAR TREE INC
-$2.6M
78,962
-4%
增持
CIVI
CIVITAS RESOURCES INC
+$2.5M
328,156
+24%
增持
LKQ
LKQ CORP
-$2.5M
439,559
+13%
减持
SNA
SNAP ON INC
-$2.4M
49,705
-4%
减持
CNP
CENTERPOINT ENERGY INC
-$2.4M
446,723
-22%
增持
EHC
ENCOMPASS HEALTH CORP
+$2.3M
556,625
+1%
增持
LITE
LUMENTUM HLDGS INC
+$2.3M
377,152
+6%
增持
SLAB
SILICON LABORATORIES INC
-$2.3M
89,467
+6%
减持
WCC
WESCO INTL INC
-$2.2M
108,149
-4%
增持
EME
EMCOR GROUP INC
+$2.2M
64,741
+6%
增持
—
CHAMPIONX CORPORATION
-$2.1M
896,492
+1%
减持
MUSA
MURPHY USA INC
-$1.9M
56,839
-17%
增持
POR
PORTLAND GEN ELEC CO
+$1.9M
553,673
+6%
增持
NPO
ENPRO INC
-$1.9M
133,242
+6%
增持
HLIT
HARMONIC INC
-$1.9M
1,975,966
+6%
增持
ETR
ENTERGY CORP NEW
+$1.9M
145,474
+12%
减持
PH
PARKER-HANNIFIN CORP
-$1.8M
24,504
-4%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$1.8M
103,541
-4%
减持
WBS
WEBSTER FINL CORP
-$1.8M
187,188
-4%
减持
FFIV
F5 INC
-$1.7M
65,693
-4%
减持
AIG
AMERICAN INTL GROUP INC
-$1.7M
222,447
-4%
增持
HURN
HURON CONSULTING GROUP INC
+$1.6M
222,630
+6%
增持
GNTX
GENTEX CORP
-$1.6M
792,787
+1%
增持
AEO
AMERICAN EAGLE OUTFITTERS IN
-$1.6M
350,495
+6%
增持
SXI
STANDEX INTL CORP
-$1.5M
132,054
+6%
增持
WHD
CACTUS INC
+$1.5M
277,488
+6%
增持
—
AZEK CO INC
-$1.5M
272,589
+6%
增持
COLB
COLUMBIA BKG SYS INC
+$1.5M
931,912
+6%
增持
IART
INTEGRA LIFESCIENCES HLDGS C
+$1.5M
600,208
+33%
减持
AMP
AMERIPRISE FINL INC
-$1.4M
45,429
-4%
减持
LDOS
LEIDOS HOLDINGS INC
+$1.4M
158,874
-4%
增持
—
PINNACLE FINL PARTNERS INC
-$1.4M
350,369
+2%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$1.4M
54,192
-4%
增持
EPAC
ENERPAC TOOL GROUP CORP
+$1.3M
300,522
+6%
减持
AAP
ADVANCE AUTO PARTS INC
-$1.3M
51,602
-4%
增持
FIBK
FIRST INTST BANCSYSTEM INC
+$1.3M
657,946
+6%
减持
PTC
PTC INC
-$1.3M
82,651
-4%
增持
FMC
FMC CORP
+$1.3M
236,047
+22%
增持
—
TREEHOUSE FOODS INC
-$1.3M
685,667
+1%
增持
UVSP
UNIVEST FINANCIAL CORPORATIO
+$1.3M
404,942
+6%
增持
CDP
COPT DEFENSE PROPERTIES
+$1.3M
583,391
+6%
减持
STZ
CONSTELLATION BRANDS INC
-$1.2M
46,563
-4%
增持
KFY
KORN FERRY
+$1.2M
249,740
+6%
增持
FHN
FIRST HORIZON CORPORATION
+$1.2M
2,222,064
+1%
增持
—
GATES INDL CORP PLC
-$1.2M
1,231,907
+6%
增持
CAKE
CHEESECAKE FACTORY INC
+$1.2M
230,535
+6%
减持
WEC
WEC ENERGY GROUP INC
-$1.2M
156,595
-4%
减持
—
HOLOGIC INC
-$1.2M
159,298
-4%
减持
CTRA
COTERRA ENERGY INC
-$1.1M
463,930
-4%
减持
HST
HOST HOTELS & RESORTS INC
-$1.1M
316,230
-4%
增持
PFGC
PERFORMANCE FOOD GROUP CO
-$1.1M
249,023
+6%
增持
NBHC
NATIONAL BK HLDGS CORP
+$1.1M
228,144
+6%
增持
VLY
VALLEY NATL BANCORP
-$1.1M
1,900,986
+6%
增持
NMIH
NMI HLDGS INC
+$1.0M
306,985
+6%
减持
VLO
VALERO ENERGY CORP
-$931.8K
43,356
-4%
增持
FAF
FIRST AMERN FINL CORP
-$900.5K
231,715
+6%
增持
CBT
CABOT CORP
+$796.8K
172,840
+6%
减持
DTE
DTE ENERGY CO
-$795.0K
128,342
-4%
增持
ONB
OLD NATL BANCORP IND
+$784.6K
1,117,307
+6%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$783.7K
135,711
-4%
增持
GT
GOODYEAR TIRE & RUBR CO
-$781.3K
473,518
+6%
减持
BWA
BORGWARNER INC
-$776.8K
190,226
-4%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$758.6K
58,846
-4%
减持
—
BERRY GLOBAL GROUP INC
-$724.4K
166,332
-4%
减持
—
DISCOVER FINL SVCS
-$713.5K
114,271
-4%
增持
IDA
IDACORP INC
+$712.0K
136,940
+6%
增持
SHOO
MADDEN STEVEN LTD
+$705.1K
312,740
+6%
增持
VVV
VALVOLINE INC
-$688.1K
670,717
+1%
减持
CASY
CASEYS GEN STORES INC
-$684.5K
24,932
-22%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$673.6K
126,740
-4%
增持
CHCO
CITY HLDG CO
+$673.0K
88,957
+6%
减持
—
GENPACT LIMITED
-$650.9K
289,231
-4%
减持
HAIN
HAIN CELESTIAL GROUP INC
-$649.3K
353,372
-10%
减持
ESS
ESSEX PPTY TR INC
+$646.7K
39,519
-4%
增持
SLGN
SILGAN HLDGS INC
-$628.2K
172,784
+6%
增持
MGPI
MGP INGREDIENTS INC NEW
-$604.3K
84,449
+6%
减持
QRVO
QORVO INC
-$594.9K
147,610
-4%
增持
NMRK
NEWMARK GROUP INC
-$515.7K
1,907,574
+6%
减持
FANG
DIAMONDBACK ENERGY INC
-$481.7K
68,352
-4%
减持
EVRG
EVERGY INC
-$463.4K
163,965
-4%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$458.6K
364,899
+6%
增持
BKH
BLACK HILLS CORP
+$456.6K
170,148
+6%
增持
BDC
BELDEN INC
+$448.7K
73,160
+6%
增持
MZTI
LANCASTER COLONY CORP
-$394.6K
51,981
+6%
增持
OXM
OXFORD INDS INC
-$387.6K
61,706
+6%
增持
WABC
WESTAMERICA BANCORPORATION
+$385.0K
170,773
+6%
增持
TSN
TYSON FOODS INC
+$383.6K
298,046
+5%
增持
INDB
INDEPENDENT BK CORP MASS
+$382.9K
262,284
+6%
减持
DOV
DOVER CORP
-$357.8K
74,535
-4%
增持
SR
SPIRE INC
+$323.8K
123,699
+6%
减持
RGA
REINSURANCE GRP OF AMERICA I
+$317.4K
87,720
-4%
增持
LW
LAMB WESTON HLDGS INC
-$306.7K
139,224
+23%
增持
INGR
INGREDION INC
-$265.4K
250,963
+1%
增持
MTG
MGIC INVT CORP WIS
+$263.9K
698,314
+6%
增持
BWXT
BWX TECHNOLOGIES INC
-$237.1K
117,957
+6%
增持
YETI
YETI HLDGS INC
+$204.7K
124,735
+6%
增持
STAG
STAG INDL INC
-$187.4K
541,362
+6%
增持
—
AXALTA COATING SYS LTD
+$122.4K
856,617
+1%
减持
HAS
HASBRO INC
-$112.0K
193,928
-4%
增持
IOSP
INNOSPEC INC
+$102.0K
70,254
+6%
增持
ITT
ITT INC
+$82.5K
196,174
+6%
增持
WTFC
WINTRUST FINL CORP
-$80.9K
276,710
+6%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$77.9K
42,991
-4%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$57.0K
406,093
+6%
减持
NI
NISOURCE INC
-$51.1K
497,443
-4%
增持
DORM
DORMAN PRODS INC
+$29.3K
140,036
+6%
增持
URBN
URBAN OUTFITTERS INC
-$20.7K
323,870
+6%
增持
—
ENVIRI CORP
-$16.9K
469,810
+6%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$7.6K
672,087
+6%
