Data as of Q4 2025 (Dec 31, 2025)

Leeward Investments, LLC - MA

•CIK: 1923173•Filing: Q4 2025

**Leeward Investments, LLC - MA** manages $2.0B across a diverse portfolio of 141 positions. The fund maintains significant exposure to key names, notably holding LITE at $42.1M and FT2 at $40.0M. Further concentration is evident in EHC ($35.4M) and CLH ($34.0M), indicating targeted sector conviction. This structure suggests a disciplined, large-cap allocation strategy within its investment mandate.

Total AUM
$2.0B
QoQ Performance
+1.0%
Positions
140
Top 10 Concentration
16.7%
Latest Filing
Q4 2025

Top Holdings Allocation

LITE2.1%
FT22.0%
EHC1.8%
CLH1.7%
RRX1.7%
NMRK1.6%
ADC1.5%
HURN1.5%

📈 Biggest Buys

AG8
AGILENT TECHNOLOGIES INC
NEW
0.6% of portfolio
AXTA
AXALTA COATING SYS LTD
+74.3%
1.2% of portfolio
OWL
BLUE OWL CAPITAL INC
NEW
0.4% of portfolio
RRX
REGAL REXNORD CORPORATION
+28.9%
1.7% of portfolio
MCHP
MICROCHIP TECHNOLOGY INC.
+68.4%
0.7% of portfolio

📉 Biggest Sells

LITE
LUMENTUM HLDGS INC
-61.4%
2.1% of portfolio
ALS
ALLSTATE CORP
-55.6%
0.4% of portfolio
WF2
WINTRUST FINL CORP
-25.6%
1.2% of portfolio
IWN
ISHARES TR
-35.5%
0.5% of portfolio
PH
PARKER-HANNIFIN CORP
-42.8%
0.4% of portfolio

Sector Breakdown

Other98.4%
Energy0.6%
Financial0.5%
Healthcare0.4%

🚪 Exited Positionssold since Q3 2025

HOLX
HOLOGIC INC
SOLD
$10.6M
FFIV
F5 INC
SOLD
$7.9M
ARE
ALEXANDRIA REAL ESTATE EQ IN
SOLD
$6.0M

Changes from Q3 2025

NEW2 new positions
↑27 increased
↓112 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

LITE2.1%
LUMENTUM HLDGS INC
$42.1M
FT22.0%
FIRST HORIZON CORPORATION
$40.0M
EHC1.8%
ENCOMPASS HEALTH CORP
$35.4M
CLH1.7%
CLEAN HARBORS INC
$34.0M
RRX1.7%
REGAL REXNORD CORPORATION
$32.6M

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