Leeward Investments, LLC - MA

All 13F Filings

Location
Boston, MA
Most recent 13F
Q3 2026
Holdings value ($000)
1,977,642
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/23/2026 139 1,977,642 13F-HR Leeward Investments, LLC - MA
Q2 2026 7/29/2026 140 2,199,613 13F-HR Leeward Investments, LLC - MA
Q1 2026 4/17/2026 142 2,027,429 13F-HR Leeward Investments, LLC - MA
Q4 2025 2/5/2026 141 1,976,366 13F-HR Leeward Investments, LLC - MA
Q3 2025 11/7/2025 142 1,957,300 13F-HR Leeward Investments, LLC - MA
Q2 2025 7/31/2025 141 1,878,883 13F-HR Leeward Investments, LLC - MA
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.959 M 99.0% 0 224.5 K -224.5 K
ETFs 19 K 1.0% 2.569 K 0 2.569 K
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Fund Snapshot

Q3 2026
Latest filed
10/23/2026
Total value ($000)
1,977,642
Holdings
139
QoQ value change ($000)
-221,971 (-10.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.