Leeward Investments, LLC - MA
Leeward Investments, LLC - MA reported 140 positions worth $2.20B as of June 30, 2026 (13F filed July 30, 2026). Largest holding: ROG (2.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ROG | SH | $51.4M | 2.34% | 313,859 | — | — | |
| ▸ 2 | RRX | SH | $50.9M | 2.31% | 213,781 | — | — | |
| ▸ 3 | VIAV | SH | $48.5M | 2.20% | 1,014,826 | — | — | |
| ▸ 4 | CLH | SH | $40.5M | 1.84% | 135,566 | — | — | |
| ▸ 5 | NPO | SH | $39.8M | 1.81% | 105,620 | — | — | |
| ▸ 6 | COHU | SH | $39.1M | 1.78% | 528,519 | — | — | |
| ▸ 7 | SXI | SH | $37.5M | 1.70% | 104,823 | — | — | |
| ▸ 8 | PR | SH | $34.5M | 1.57% | 1,874,823 | — | — | |
| ▸ 9 | HXL | SH | $33.9M | 1.54% | 339,094 | — | — | |
| ▸ 10 | EHC | SH | $33.1M | 1.50% | 327,277 | — | — |
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Frequently Asked Questions
What stocks does Leeward Investments, LLC - MA hold as of Q2 2026?
Leeward Investments, LLC - MA reported 140 positions worth $2.20B in its Q2 2026 13F filing. Largest positions: ROG (2.3%), RRX (2.3%), VIAV (2.2%), CLH (1.8%) and NPO (1.8%).
What did Leeward Investments, LLC - MA buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Leeward Investments, LLC - MA sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.