Leeward Investments, LLC - MA — 13F holdings

Leeward Investments, LLC - MA reported 139 holdings worth $1.98B in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. ROG ROGERS CORP — $50.3M (2.5%)
2. CLH CLEAN HARBORS INC — $40.5M (2.1%)
3. EHC ENCOMPASS HEALTH CORP — $38.0M (1.9%)
4. PR PERMIAN RESOURCES CORP — $37.9M (1.9%)
5. RRX REGAL REXNORD CORPORATION — $32.0M (1.6%)
6. NPO ENPRO INC — $30.4M (1.5%)
7. VIAV VIAVI SOLUTIONS INC — $27.4M (1.4%)
8. SXI STANDEX INTL CORP — $27.1M (1.4%)
9. GTES GATES INDL CORP LTD — $26.4M (1.3%)
10. HXL HEXCEL CORP NEW — $25.4M (1.3%)