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Home > Institutional Investor > Leeward Investments, Llc - Ma > Profile

Instuitional Investor - Leeward Investments, Llc - Ma

Fund Profile
Filing Period:
Fund Name: Leeward Investments, Llc - Ma
Portfolio Value $1,878,883,031
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lumentum Holdings Inc.
 LITE 516,431 $49,091,936 2.61%
2.
Encompass Health Corp
 EHC 351,121 $43,057,941 2.29%
3.
First Horizon Corp
 FHN 1,775,903 $37,649,142 2%
4.
Clean Harbors Inc
 CLH 153,526 $35,492,158 1.89%
5.
Pinnacle Financial Partners Inc
 PNFP 285,333 $31,503,639 1.68%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)