LEEWARD INVESTMENTS, LLC - MA 13F Portfolio
LEEWARD INVESTMENTS, LLC - MA runs LEEWARD INVESTMENTS, LLC - MA and currently holds 140 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $2.20B. Their top holdings are ROG, RRX, VIAV, CLH, NPO. The top five represent 10.5% of reported portfolio weight. LEEWARD INVESTMENTS, LLC - MA ranks #670 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LEEWARD INVESTMENTS, LLC - MA initiated 2 new positions. They added to 17 existing positions. They trimmed 81 positions. Their current best-performing preview position is COHU with returns of +141.38%.
Portfolio Value
$2.20B
Alpha Score
44.5
#670 of 1000
Holdings
140
LEEWARD INVESTMENTS, LLC - MA Current 13F Holdings
Reported holdings from LEEWARD INVESTMENTS, LLC - MA's latest SEC 13F filing, ranked by portfolio weight.
140 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ROG ROGERS CORP | 2.34% | $138.26 | $147.55 | +6.72% | Added +128.16% |
 RRX REGAL REXNORD CORPORATION | 2.31% | $147.08 | $164.99 | +12.18% | Trimmed -2.69% |
 VIAV VIAVI SOLUTIONS INC | 2.20% | $13.99 | $45.46 | +224.95% | Trimmed -28.75% |
 CLH CLEAN HARBORS INC | 1.84% | $111.89 | $316.93 | +183.25% | Trimmed -3.62% |
 NPO ENPRO INC | 1.81% | $100.06 | $311.36 | +211.17% | Trimmed -1.64% |
 COHU COHU INC | 1.78% | $21.88 | $68.19 | +211.65% | Trimmed -18.20% |
 SXI STANDEX INTL CORP | 1.70% | $102.94 | $285.40 | +177.24% | Trimmed -1.61% |
 PR PERMIAN RESOURCES CORP | 1.57% | $13.94 | $23.02 | +65.14% | Trimmed -2.93% |
 HXL HEXCEL CORP NEW | 1.54% | $60.73 | $84.95 | +39.88% | Trimmed -3.51% |
 EHC ENCOMPASS HEALTH CORP | 1.50% | $50.42 | $123.24 | +144.42% | Trimmed -2.93% |
Showing 1-10 of 140