LI
| |
Leeward Investments, LLC - MA13F | |
| Leeward Investments, LLC - MA | |
| Last update 2025-04-29 | 143 Stocks (6 new) |
| Value $1.88 Bil | Turnover 7 % |
Leeward Investments, LLC - MA Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EHC | Encompass Health Corp | 432,357 | 43,789.1 | -4.11% | 2.330 | -0.09% | 0.430 | +9.64% | +17.95% | 10,925.4 | Healthcare Providers & Services | |
FHN | First Horizon Corp | 1,831,744 | 35,572.5 | -4.06% | 1.890 | -0.08% | 0.360 | +32.38% | +13.19% | 11,422.0 | Banks | |
ADC | Agree Realty Corp | 454,016 | 35,045.5 | -4.09% | 1.860 | -0.07% | 0.410 | -6.01% | +6.64% | 8,097.4 | REITs | |
PNFP | Pinnacle Financial Partners Inc | 294,625 | 31,242.1 | -4.15% | 1.660 | -0.07% | 0.380 | +15.54% | -1.85% | 8,664.5 | Banks | |
CLH | Clean Harbors Inc | 157,954 | 31,132.8 | -8.50% | 1.660 | -0.17% | 0.290 | +9.07% | -1.24% | 12,178.1 | Waste Management | |
PBH | Prestige Consumer Healthcare Inc | 359,898 | 30,940.4 | -4.46% | 1.640 | -0.07% | 0.730 | -4.76% | -2.15% | 3,761.9 | Drug Manufacturers | |
HURN | Huron Consulting Group Inc | 197,220 | 28,291.2 | -4.46% | 1.500 | -0.06% | 1.140 | -3.15% | +5.51% | 2,261.4 | Business Services | |
LITE | Lumentum Holdings Inc | 449,890 | 28,046.2 | +28.61% | 1.490 | +0.33% | 0.650 | +92.93% | +18.68% | 6,914.3 | Hardware | |
WTFC | Wintrust Financial Corp | 245,260 | 27,581.9 | -4.44% | 1.470 | -0.07% | 0.370 | +27.46% | +9.43% | 9,060.0 | Banks | |
PR | Permian Resources Corp | 1,990,938 | 27,574.5 | -4.01% | 1.470 | -0.06% | 0.280 | +14.90% | -4.18% | 9,454.0 | Oil & Gas |
Leeward Investments, LLC - MA's Historical Top Holdings Breakdowns
Leeward Investments, LLC - MA's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWN | iShares Russell 2000 Value ETF | 2025-03-31 | Add Add | +0.88% | 149.27 ($161.54) 169.4 | $165.74 | 2.60% | Add 423.22% | 136,147 | 110,126 | |
ASB | Associated Banc-Corp | 2025-03-31 | New Buy New Buy | +0.66% | 21.06 ($24) 25.63 | $25.77 | 7.38% | New holding | 547,958 | 547,958 | |
XEL | Xcel Energy Inc | 2025-03-31 | New Buy New Buy | +0.55% | 63.37 ($68.08) 72.1 | $73.06 | 7.31% | New holding | 146,635 | 146,635 | |
CHX | ChampionX Corp | 2025-03-31 | Reduce Reduce | -0.52% | 27.3 ($29.2) 31.27 | $25.81 | -11.61% | Reduce -36.02% | 674,229 | -379,552 | |
| ALTM Unlock Delisted | Arcadium Lithium PLC | 2025-03-31 | Sold Out Sold Out | -0.51% | 5.16 ($5.71) 5.84 | $5.84 | 2.28% | Sold Out | 0 | -1,982,000 | |
URBN | Urban Outfitters Inc | 2025-03-31 | Reduce Reduce | -0.50% | 48.81 ($54.81) 60.44 | $74.96 | 36.76% | Reduce -60.87% | 117,562 | -182,878 | |
| DFS Unlock Delisted | Discover Financial Services | 2025-03-31 | Sold Out Sold Out | -0.50% | 152.99 ($182.9) 203.25 | $200.05 | 9.38% | Sold Out | 0 | -57,673 | |
ALLY | Ally Financial Inc | 2025-03-31 | New Buy New Buy | +0.49% | 32.99 ($36.84) 40.09 | $38.84 | 5.43% | New holding | 252,149 | 252,149 | |
GPI | Group 1 Automotive Inc | 2025-03-31 | New Buy New Buy | +0.47% | 375.96 ($438.3) 484.08 | $414.63 | -5.40% | New holding | 22,958 | 22,958 | |
MUSA | Murphy USA Inc | 2025-03-31 | Reduce Reduce | -0.47% | 435.02 ($474.77) 515.95 | $435.43 | -8.29% | Reduce -35.82% | 33,812 | -18,871 |
Leeward Investments, LLC - MA Total Holding History ($B)
Leeward Investments, LLC - MA's Asset Allocation
Leeward Investments, LLC - MA Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Leeward Investments, LLC - MA's Hypothetical Growth since 2025-03-31
Leeward Investments, LLC - MA's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Leeward Investments, LLC - MA's Holdings Heat Map
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Leeward Investments, LLC - MA's Holdings Bubble Chart
Leeward Investments, LLC - MA News
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