SEC Form 13F

Leeward Investments, LLC - MA 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$2,199,612,602
Positions140

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ROGERS CORPROGCOM$51,388,172313,859
REGAL REXNORD CORPORATIONRRXCOM$50,920,441213,781
VIAVI SOLUTIONS INCVIAVCOM$48,457,9421,014,826
CLEAN HARBORS INCCLHCOM$40,500,357135,566
ENPRO INCNPOCOM$39,811,347105,620
COHU INCCOHUCOM$39,062,839528,519
STANDEX INTL CORPSXICOM$37,492,042104,823
PERMIAN RESOURCES CORPPRCLASS A COM$34,515,4861,874,823
HEXCEL CORP NEWHXLCOM$33,929,748339,094
ENCOMPASS HEALTH CORPEHCCOM$33,081,132327,277

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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