Leeward Investments, LLC - MA - Q1 2022 holdings

$2.53 Billion is the total value of Leeward Investments, LLC - MA's 140 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .

 Value Shares↓ Weighting
No holdings reported for quarter Q1 2022
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
REGAL REXNORD CORPORATION7Q3 20232.8%
CLEAN HARBORS INC7Q3 20232.3%
INGREDION INC7Q3 20231.9%
TREEHOUSE FOODS INC7Q3 20231.8%
LIVENT CORP7Q3 20232.0%
ENCOMPASS HEALTH CORP7Q3 20231.9%
PINNACLE FINL PARTNERS INC7Q3 20232.0%
HURON CONSULTING GROUP INC7Q3 20231.5%
PRESTIGE CONSMR HEALTHCARE I7Q3 20231.5%
MURPHY USA INC7Q3 20231.7%

View Leeward Investments, LLC - MA's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-19
13F-HR2024-02-02
13F-HR2023-10-11
13F-HR2023-07-27
13F-HR2023-04-20
13F-HR2023-02-02
13F-HR2022-10-24
13F-HR2022-07-19
13F-HR2022-05-09

View Leeward Investments, LLC - MA's complete filings history.

Export Leeward Investments, LLC - MA's holdings