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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 145 项
建仓 2
增持 25
减持 114
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
LITE
LUMENTUM HLDGS INC
+$21.0M
516,431
+15%
减持
POR
PORTLAND GEN ELEC CO
-$14.7M
245,930
-56%
建仓
EVR
EVERCORE INC
+$11.1M
40,987
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
GPN
GLOBAL PMTS INC
-$10.3M
0
-100%
建仓
ADUS
ADDUS HOMECARE CORP
+$9.2M
79,453
减持
—
TREEHOUSE FOODS INC
-$8.8M
338,565
-40%
减持
THG
HANOVER INS GROUP INC
-$7.2M
97,249
-29%
清仓
—
AZEK CO INC
-$7.0M
0
-100%
增持
SLAB
SILICON LABORATORIES INC
+$6.4M
117,834
+21%
增持
ASB
ASSOCIATED BANC CORP
+$6.3M
765,504
+40%
减持
—
AXALTA COATING SYS LTD
-$6.0M
332,163
-30%
增持
IDA
IDACORP INC
+$5.8M
172,134
+42%
减持
PBH
PRESTIGE CONSMR HEALTHCARE I
-$5.3M
321,244
-11%
减持
LDOS
LEIDOS HOLDINGS INC
-$5.2M
49,515
-49%
减持
RRX
REGAL REXNORD CORPORATION
+$5.2M
185,875
-3%
增持
WBS
WEBSTER FINL CORP
+$4.5M
214,241
+54%
减持
—
GATES INDL CORP PLC
+$4.5M
1,148,212
-4%
减持
CLH
CLEAN HARBORS INC
+$4.4M
153,526
-3%
增持
VMI
VALMONT INDS INC
+$4.2M
60,598
+11%
减持
HURN
HURON CONSULTING GROUP INC
-$4.2M
175,275
-11%
减持
CACI
CACI INTL INC
+$4.1M
42,296
-4%
减持
IART
INTEGRA LIFESCIENCES HLDGS C
-$3.9M
374,809
-4%
减持
ADC
AGREE RLTY CORP
-$3.9M
426,070
-6%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$3.8M
415,353
-4%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$3.8M
108,088
+16%
减持
—
CHAMPIONX CORPORATION
-$3.8M
656,241
-3%
减持
—
GENPACT LIMITED
-$3.4M
239,082
-14%
增持
VOYA
VOYA FINANCIAL INC
+$3.3M
255,114
+17%
增持
ARMK
ARAMARK
+$3.2M
242,407
+20%
减持
TSN
TYSON FOODS INC
-$3.0M
197,290
-10%
减持
CIVI
CIVITAS RESOURCES INC
-$2.8M
312,779
-4%
减持
NPO
ENPRO INC
+$2.7M
113,973
-4%
减持
COR
CENCORA INC
-$2.7M
39,531
-24%
减持
GMED
GLOBUS MED INC
-$2.7M
156,706
-4%
减持
MUSA
MURPHY USA INC
-$2.7M
32,526
-4%
减持
ITT
ITT INC
+$2.6M
112,576
-3%
减持
WEC
WEC ENERGY GROUP INC
-$2.6M
105,430
-15%
增持
COHU
COHU INC
+$2.4M
452,985
+6%
增持
FIBK
FIRST INTST BANCSYSTEM INC
+$2.4M
666,886
+13%
减持
COLB
COLUMBIA BKG SYS INC
-$2.4M
929,518
-4%
减持
VIAV
VIAVI SOLUTIONS INC
-$2.2M
1,463,687
-3%
增持
PTC
PTC INC
+$2.2M
78,488
+7%
减持
FHN
FIRST HORIZON CORPORATION
+$2.1M
1,775,903
-3%
减持
URBN
URBAN OUTFITTERS INC
+$2.1M
113,346
-4%
增持
HST
HOST HOTELS & RESORTS INC
+$2.1M
350,610
+50%
增持
NBHC
NATIONAL BK HLDGS CORP
+$2.0M
451,726
+16%
减持
WCC
WESCO INTL INC
+$2.0M
78,382
-2%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.9M
96,140
+2%
增持
NMRK
NEWMARK GROUP INC
+$1.9M
1,847,999
+9%
减持
WTFC
WINTRUST FINL CORP
+$1.8M
236,694
-3%
减持
LKQ
LKQ CORP
-$1.7M
273,442
-2%
增持
EPAM
EPAM SYS INC
+$1.7M
53,725
+17%
减持
CAKE
CHEESECAKE FACTORY INC
-$1.7M
112,196
-37%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$1.7M
74,937
-2%
增持
DAR
DARLING INGREDIENTS INC
+$1.7M
227,216
+2%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$1.6M
98,294
-2%
减持
EXLS
EXLSERVICE HOLDINGS INC
-$1.6M
312,084
-3%
减持
OI
O-I GLASS INC
+$1.6M
562,638
-4%
减持
DTE
DTE ENERGY CO
-$1.6M
87,172
-8%
清仓
HAIN
HAIN CELESTIAL GROUP INC
-$1.5M
0
-100%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$1.5M
39,382
-2%
减持
—
AERCAP HOLDINGS NV
+$1.5M
125,128
-2%
减持
MAA
MID-AMER APT CMNTYS INC
-$1.5M
67,722
-2%
减持
EPAC
ENERPAC TOOL GROUP CORP
-$1.5M
257,114
-4%
减持
HAS
HASBRO INC
+$1.5M
140,501
-2%
减持
QDEL
QUIDELORTHO CORP
-$1.5M
197,066
-4%
减持
VVV
VALVOLINE INC
+$1.5M
545,600
-1%
增持
ROG
ROGERS CORP
+$1.5M
123,448
+20%
减持
—
EXPRO GROUP HOLDINGS NV
-$1.5M
810,297
-5%
减持
CTRA
COTERRA ENERGY INC
-$1.4M
336,104
-2%
减持
OPCH
OPTION CARE HEALTH INC
-$1.4M
371,365
-4%
减持
GNTX
GENTEX CORP
-$1.4M
634,630
-4%
减持
—
ENVIRI CORP
+$1.3M
779,393
-4%
减持
FAF
FIRST AMERN FINL CORP
-$1.3M
198,165
-4%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.3M
34,672
-2%
减持
MTG
MGIC INVT CORP WIS
+$1.3M
597,176
-4%
减持
DLTR
DOLLAR TREE INC
+$1.3M
57,259
-2%
减持
NMIH
NMI HLDGS INC
+$1.3M
262,529
-4%
减持
WAB
WABTEC
+$1.2M
53,630
-3%
减持
SXI
STANDEX INTL CORP
-$1.2M
113,069
-3%
减持
QRVO
QORVO INC
+$1.2M
107,044
-2%
减持
PH
PARKER-HANNIFIN CORP
+$1.1M
14,405
-2%
减持
CTO
CTO RLTY GROWTH INC NEW
-$1.1M
377,137
-4%
减持
BKH
BLACK HILLS CORP
-$1.1M
145,561
-4%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$1.1M
186,269
-16%
减持
IOSP
INNOSPEC INC
-$1.0M
73,734
-4%
减持
SHOO
MADDEN STEVEN LTD
-$1.0M
267,311
-4%
增持
EXP
EAGLE MATLS INC
+$978.1K
44,235
+23%
增持
WHD
CACTUS INC
+$952.0K
278,651
+14%
减持
BDC
BELDEN INC
+$898.2K
76,170
-4%
减持
SR
SPIRE INC
-$876.7K
105,837
-4%
减持
NVST
ENVISTA HOLDINGS CORPORATION
+$872.8K
512,042
-3%
减持
STZ
CONSTELLATION BRANDS INC
-$857.5K
33,703
-2%
减持
GPI
GROUP 1 AUTOMOTIVE INC
+$839.2K
22,001
-4%
减持
HLIT
HARMONIC INC
-$801.0K
1,688,450
-4%
增持
ALLY
ALLY FINL INC
+$787.6K
256,315
+2%
减持
ALL
ALLSTATE CORP
-$773.4K
78,702
-2%
减持
PR
PERMIAN RESOURCES CORP
-$760.7K
1,968,705
-1%
减持
INDB
INDEPENDENT BK CORP MASS
-$737.2K
280,916
-4%
减持
EHC
ENCOMPASS HEALTH CORP
-$731.1K
351,121
-19%
减持
AMP
AMERIPRISE FINL INC
+$672.6K
16,837
-2%
减持
STAG
STAG INDL INC
-$665.0K
463,089
-4%
减持
WABC
WESTAMERICA BANCORPORATION
-$652.2K
145,870
-4%
减持
KFY
KORN FERRY
+$651.8K
213,705
-3%
减持
ONB
OLD NATL BANCORP IND
-$632.4K
955,572
-4%
减持
SNA
SNAP ON INC
-$628.9K
21,064
-1%
减持
FFIV
F5 INC
+$617.6K
25,346
-1%
减持
INGR
INGREDION INC
-$574.8K
150,772
-3%
减持
VLY
VALLEY NATL BANCORP
-$573.6K
1,624,900
-4%
减持
XEL
XCEL ENERGY INC
-$569.4K
144,065
-2%
减持
BWA
BORGWARNER INC
+$566.9K
137,730
-2%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$550.4K
91,790
-2%
减持
STWD
STARWOOD PPTY TR INC
-$497.9K
1,279,482
-3%
减持
BALL
BALL CORP
+$450.7K
153,257
-2%
减持
CDP
COPT DEFENSE PROPERTIES
-$448.6K
498,782
-4%
减持
ETR
ENTERGY CORP NEW
-$430.0K
115,085
-2%
减持
AIG
AMERICAN INTL GROUP INC
-$416.8K
151,870
-2%
减持
HUM
HUMANA INC
-$401.2K
16,020
-2%
减持
MZTI
LANCASTER COLONY CORP
-$385.2K
44,449
-4%
减持
LW
LAMB WESTON HLDGS INC
-$378.5K
148,125
-2%
增持
ESS
ESSEX PPTY TR INC
-$370.0K
30,408
+4%
减持
—
HOLOGIC INC
+$358.1K
163,443
-2%
清仓
IWS
ISHARES TR
-$347.3K
0
-100%
减持
NGVT
INGEVITY CORP
+$344.9K
174,783
-4%
减持
CASY
CASEYS GEN STORES INC
-$330.5K
15,120
-18%
减持
YETI
YETI HLDGS INC
-$327.4K
106,664
-4%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$311.3K
115,740
-2%
减持
LH
LABCORP HOLDINGS INC
+$302.3K
49,675
-9%
减持
DORM
DORMAN PRODS INC
-$269.7K
119,764
-4%
减持
—
PINNACLE FINL PARTNERS INC
+$261.6K
285,333
-3%
减持
SLGN
SILGAN HLDGS INC
+$254.6K
216,536
-4%
减持
CIM
CHIMERA INVT CORP
+$237.6K
502,430
-4%
减持
EVRG
EVERGY INC
-$234.8K
143,966
-2%
减持
DOV
DOVER CORP
+$223.7K
48,474
-2%
减持
UVSP
UNIVEST FINANCIAL CORPORATIO
+$210.5K
346,897
-4%
减持
RGA
REINSURANCE GRP OF AMERICA I
-$203.6K
77,517
-2%
减持
IWN
ISHARES TR
+$200.7K
131,568
-3%
增持
CBT
CABOT CORP
+$171.4K
203,616
+12%
减持
NI
NISOURCE INC
-$165.4K
260,274
-2%
增持
FANG
DIAMONDBACK ENERGY INC
-$76.1K
63,208
+15%
减持
IBP
INSTALLED BLDG PRODS INC
+$75.6K
87,975
-4%
减持
MGPI
MGP INGREDIENTS INC NEW
-$53.1K
72,190
-4%
减持
CHCO
CITY HLDG CO
+$33.9K
76,097
-4%
减持
CNP
CENTERPOINT ENERGY INC
-$28.4K
256,024
-2%
减持
HXL
HEXCEL CORP NEW
-$16.8K
278,269
-3%
