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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 148 项
建仓 3
增持 16
减持 126
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
VOYA
VOYA FINANCIAL INC
+$19.3M
243,228
建仓
IBP
INSTALLED BLDG PRODS INC
+$18.0M
72,978
减持
EME
EMCOR GROUP INC
-$16.2M
17,277
-73%
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
PRI
PRIMERICA INC
-$15.4M
0
-100%
减持
AMP
AMERIPRISE FINL INC
-$10.8M
19,155
-58%
减持
IART
INTEGRA LIFESCIENCES HLDGS C
-$10.7M
376,104
-37%
清仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$10.3M
0
-100%
减持
—
AXALTA COATING SYS LTD
-$10.3M
524,788
-39%
减持
NMRK
NEWMARK GROUP INC
+$10.0M
1,900,693
-0%
增持
COLB
COLUMBIA BKG SYS INC
+$9.8M
1,083,995
+16%
建仓
MAA
MID-AMER APT CMNTYS INC
+$8.4M
52,971
减持
PR
PERMIAN RESOURCES CORP
-$8.2M
2,150,615
-7%
减持
LKQ
LKQ CORP
-$8.1M
253,819
-42%
减持
CNP
CENTERPOINT ENERGY INC
-$7.7M
209,138
-53%
增持
ADC
AGREE RLTY CORP
+$7.4M
501,171
+2%
减持
SNA
SNAP ON INC
-$7.0M
20,707
-58%
增持
NBHC
NATIONAL BK HLDGS CORP
+$6.9M
374,638
+64%
清仓
VLO
VALERO ENERGY CORP
-$6.8M
0
-100%
减持
HUM
HUMANA INC
-$5.4M
35,315
-21%
减持
HLIT
HARMONIC INC
+$5.4M
1,968,928
-0%
增持
VIAV
VIAVI SOLUTIONS INC
+$5.4M
1,705,653
+17%
增持
—
ENVIRI CORP
+$5.3M
908,912
+93%
减持
GNTX
GENTEX CORP
-$5.3M
723,148
-9%
减持
QRVO
QORVO INC
-$5.0M
117,249
-21%
减持
CRI
CARTERS INC
-$4.9M
61,867
-57%
增持
HXL
HEXCEL CORP NEW
+$4.6M
316,150
+32%
减持
LITE
LUMENTUM HLDGS INC
+$4.6M
375,835
-0%
减持
LW
LAMB WESTON HLDGS INC
-$4.5M
110,569
-21%
减持
FANG
DIAMONDBACK ENERGY INC
-$4.3M
54,284
-21%
减持
—
DISCOVER FINL SVCS
-$4.1M
77,185
-32%
增持
CIVI
CIVITAS RESOURCES INC
-$4.1M
366,604
+12%
增持
—
GATES INDL CORP PLC
+$4.0M
1,338,942
+9%
减持
DLTR
DOLLAR TREE INC
-$4.0M
62,707
-21%
减持
—
PINNACLE FINL PARTNERS INC
+$4.0M
326,864
-7%
增持
QDEL
QUIDELORTHO CORP
+$4.0M
229,847
+17%
减持
VLY
VALLEY NATL BANCORP
+$3.9M
1,893,988
-0%
减持
ITT
ITT INC
+$3.9M
195,458
-0%
减持
FHN
FIRST HORIZON CORPORATION
-$3.6M
2,022,145
-9%
减持
CLH
CLEAN HARBORS INC
-$3.6M
207,233
-13%
减持
VVV
VALVOLINE INC
-$3.6M
606,082
-10%
减持
CACI
CACI INTL INC
+$3.6M
49,519
-0%
减持
CTRA
COTERRA ENERGY INC
-$3.5M
368,405
-21%
减持
AIG
AMERICAN INTL GROUP INC
-$3.5M
177,786
-20%
减持
AEO
AMERICAN EAGLE OUTFITTERS IN
-$3.4M
158,883
-55%
减持
THG
HANOVER INS GROUP INC
+$3.4M
153,312
-0%
减持
CBT
CABOT CORP
+$3.4M
172,190
-0%
减持
COR
CENCORA INC
-$3.3M
56,348
-21%
减持
—
AZEK CO INC
-$3.1M
179,816
-34%
减持
CDP
COPT DEFENSE PROPERTIES
+$3.0M
581,318
-0%
减持
PFGC
PERFORMANCE FOOD GROUP CO
+$3.0M
248,100
-0%
减持
DORM
DORMAN PRODS INC
+$3.0M
139,564
-0%
减持
TSN
TYSON FOODS INC
-$2.9M
236,649
-21%
减持
PTC
PTC INC
-$2.9M
66,897
-19%
增持
VMI
VALMONT INDS INC
+$2.9M
61,274
+13%
减持
—
AERCAP HOLDINGS NV
-$2.9M
139,238
-19%
减持
NSA
NATIONAL STORAGE AFFILIATES
+$2.8M
413,093
-0%
增持
CIM
CHIMERA INVT CORP
+$2.8M
859,955
+2%
减持
SXI
STANDEX INTL CORP
+$2.8M
131,614
-0%
减持
MTG
MGIC INVT CORP WIS
+$2.8M
695,965
-0%
减持
FAF
FIRST AMERN FINL CORP
+$2.7M
230,917
-0%
减持
RGA
REINSURANCE GRP OF AMERICA I
-$2.7M
70,134
-20%
减持
WCC
WESCO INTL INC
-$2.7M
85,897
-21%
减持
WTFC
WINTRUST FINL CORP
+$2.7M
275,772
-0%
减持
LDOS
LEIDOS HOLDINGS INC
-$2.6M
126,176
-21%
减持
RRX
REGAL REXNORD CORPORATION
+$2.5M
210,956
-12%
减持
POR
PORTLAND GEN ELEC CO
+$2.5M
551,688
-0%
减持
—
ARCADIUM LITHIUM PLC
-$2.5M
3,126,080
-8%
减持
INGR
INGREDION INC
+$2.5M
227,452
-9%
减持
STZ
CONSTELLATION BRANDS INC
-$2.4M
36,989
-21%
减持
EXLS
EXLSERVICE HOLDINGS INC
+$2.4M
363,602
-0%
增持
—
CHAMPIONX CORPORATION
+$2.4M
1,067,589
+19%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$2.3M
82,628
-20%
增持
—
GENPACT LIMITED
+$2.2M
294,802
+2%
减持
INDB
INDEPENDENT BK CORP MASS
-$2.2M
187,309
-29%
减持
HURN
HURON CONSULTING GROUP INC
+$2.2M
221,805
-0%
减持
GPN
GLOBAL PMTS INC
-$2.2M
112,726
-21%
减持
DAR
DARLING INGREDIENTS INC
-$2.2M
238,524
-21%
减持
NMIH
NMI HLDGS INC
+$2.2M
305,952
-0%
减持
NPO
ENPRO INC
+$2.1M
132,801
-0%
减持
UVSP
UNIVEST FINANCIAL CORPORATIO
+$2.1M
403,576
-0%
减持
NGVT
INGEVITY CORP
-$2.1M
175,363
-14%
减持
DOV
DOVER CORP
-$2.1M
59,321
-20%
减持
CASY
CASEYS GEN STORES INC
-$2.1M
19,809
-21%
减持
SHOO
MADDEN STEVEN LTD
+$2.0M
311,685
-0%
减持
KFY
KORN FERRY
+$2.0M
248,896
-0%
减持
LH
LABCORP HOLDINGS INC
-$1.9M
58,591
-21%
减持
WEC
WEC ENERGY GROUP INC
+$1.9M
147,224
-6%
减持
WHD
CACTUS INC
+$1.9M
276,523
-0%
减持
FIBK
FIRST INTST BANCSYSTEM INC
+$1.8M
655,701
-0%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$1.8M
107,785
-21%
减持
SLGN
SILGAN HLDGS INC
+$1.7M
172,145
-0%
减持
BDC
BELDEN INC
+$1.7M
72,906
-0%
减持
AAP
ADVANCE AUTO PARTS INC
-$1.7M
40,986
-21%
减持
ONB
OLD NATL BANCORP IND
+$1.6M
1,113,518
-0%
减持
STAG
STAG INDL INC
+$1.6M
539,513
-0%
减持
BWXT
BWX TECHNOLOGIES INC
+$1.6M
117,509
-0%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.5M
34,150
-21%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$1.5M
43,050
-21%
减持
OPCH
OPTION CARE HEALTH INC
+$1.5M
432,912
-0%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$1.5M
100,665
-21%
减持
ESS
ESSEX PPTY TR INC
-$1.5M
31,391
-21%
减持
ALL
ALLSTATE CORP
-$1.3M
117,393
-20%
减持
IDA
IDACORP INC
+$1.3M
136,478
-0%
减持
EHC
ENCOMPASS HEALTH CORP
+$1.3M
507,413
-9%
减持
OI
O-I GLASS INC
+$1.3M
655,792
-0%
减持
HST
HOST HOTELS & RESORTS INC
-$1.3M
251,036
-21%
减持
WBS
WEBSTER FINL CORP
-$1.2M
148,670
-21%
减持
FMC
FMC CORP
-$1.2M
187,423
-21%
减持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$1.2M
404,728
-0%
减持
MUSA
MURPHY USA INC
+$1.2M
56,609
-0%
减持
GT
GOODYEAR TIRE & RUBR CO
-$1.2M
471,852
-0%
减持
DTE
DTE ENERGY CO
-$1.2M
101,941
-21%
增持
HAIN
HAIN CELESTIAL GROUP INC
+$1.1M
414,004
+17%
减持
BKH
BLACK HILLS CORP
+$1.1M
169,573
-0%
减持
—
TREEHOUSE FOODS INC
+$1.1M
624,751
-9%
减持
DOC
HEALTHPEAK PROPERTIES INC
+$1.1M
339,982
-0%
减持
EPAC
ENERPAC TOOL GROUP CORP
+$1.1M
299,517
-0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.1M
90,010
-7%
增持
IOSP
INNOSPEC INC
+$1.0M
86,004
+22%
减持
WAB
WABTEC
-$1.0M
59,300
-21%
减持
IWN
ISHARES TR
-$1.0M
47,133
-19%
减持
CHCO
CITY HLDG CO
+$956.0K
88,659
-0%
减持
ROG
ROGERS CORP
-$933.1K
114,885
-0%
减持
URBN
URBAN OUTFITTERS INC
-$929.2K
322,778
-0%
减持
ARMK
ARAMARK
-$886.4K
216,952
-20%
减持
NVST
ENVISTA HOLDINGS CORPORATION
+$868.6K
583,075
-9%
减持
OXM
OXFORD INDS INC
-$844.0K
61,501
-0%
减持
—
BERRY GLOBAL GROUP INC
-$808.1K
132,105
-21%
减持
SR
SPIRE INC
+$783.7K
123,287
-0%
减持
MGPI
MGP INGREDIENTS INC NEW
+$724.1K
84,169
-0%
减持
MZTI
LANCASTER COLONY CORP
-$674.6K
51,811
-0%
减持
GMED
GLOBUS MED INC
+$653.8K
233,857
-0%
减持
BWA
BORGWARNER INC
-$649.6K
151,096
-21%
减持
NI
NISOURCE INC
-$642.3K
395,066
-21%
减持
EVRG
EVERGY INC
-$609.6K
130,232
-21%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$599.2K
100,416
-5%
减持
SLAB
SILICON LABORATORIES INC
+$405.7K
89,153
-0%
减持
YETI
YETI HLDGS INC
-$368.3K
107,004
-14%
减持
ETR
ENTERGY CORP NEW
-$363.8K
115,507
-21%
减持
CAKE
CHEESECAKE FACTORY INC
+$259.3K
229,765
-0%
减持
—
HOLOGIC INC
-$228.3K
142,395
-11%
减持
SMG
SCOTTS MIRACLE-GRO CO
+$223.7K
46,739
-21%
减持
HAS
HASBRO INC
-$205.8K
154,023
-21%
减持
FFIV
F5 INC
+$176.9K
52,185
-21%
减持
WABC
WESTAMERICA BANCORPORATION
+$120.9K
170,143
-0%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$83.7K
126,507
-10%
增持
IWS
ISHARES TR
+$56.9K
2,532
+10%
减持
PH
PARKER-HANNIFIN CORP
-$12.1K
19,598
-20%
