Leeward Investments, LLC - MA

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$1,976,366
Net value change ($000)
+19,066 (1.0%)
New positions
2
Sold out positions
3
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/7/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
A 12,349 NEW
AXTA 12,053 96.7%
OWL 8,591 NEW
VIAV 7,886 38.1%
RRX 6,756 26.1%
GMED 6,296 71.7%
MCHP 5,941 67.1%
VLY 5,483 32.6%
BDC 5,050 49.7%
AKAM 4,459 52.7%
Top Reduces (Value $000, Stocks/ETFs)
HOLX -10,645 -100.0%
ALL -9,290 -57.0%
EHC -7,958 -18.3%
FFIV -7,904 -100.0%
WTFC -6,575 -21.4%
LITE -6,059 -12.6%
ARE -6,028 -100.0%
IWN -5,365 -33.9%
WEC -5,109 -38.5%
DORM -3,899 -21.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type