Leeward Investments, LLC - MA 13F Holdings & Latest Moves
Latest 13F moves (filed Oct 23, 2026): 3 new positions, 15 added, 22 reduced, 1 sold out. Largest change by value: added $ROG ($50.29M held).
- New positions
- 3
- Added / reduced
- 15 / 22
- Sold out
- 1
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $ROG | Added | +14.87K (+4.74%) | 328.73K | $50.29M | — | ||||
| $LKQ | Added | +826.36K (+321.07%) | 1.08M | $24.74M | — | ||||
| $PBH | Added | +88.69K (+20.25%) | 526.61K | $24.16M | Read | ||||
| $PBH | Added | +88.69K (+20.25%) | 526.61K | $24.16M | — | ||||
| $VVV | Added | +82.90K (+13.74%) | 686.41K | $20.69M | — |
Biggest reduced and exited positions
New positions in the latest 13F
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $ROG | Added | +14.87K (+4.74%) | 328.73K | $50.29M | — | ||||
| $LKQ | Added | +826.36K (+321.07%) | 1.08M | $24.74M | — | ||||
| $PBH | Added | +88.69K (+20.25%) | 526.61K | $24.16M | Read | ||||
| $PBH | Added | +88.69K (+20.25%) | 526.61K | $24.16M | — | ||||
| $VVV | Added | +82.90K (+13.74%) | 686.41K | $20.69M | — | ||||
| $OPCH | Added | +142.01K (+20.11%) | 848.06K | $19.07M | — | ||||
| $MUSA | Added | +13.51K (+65.89%) | 34.01K | $17.14M | — | ||||
| $INGR | Added | +40.06K (+29.83%) | 174.33K | $16.70M | — | ||||
| $IWN | Added | +16.85K (+28.96%) | 75.05K | $15.72M | — | ||||
| $PTC | Added | +26.89K (+36.12%) | 101.32K | $14.22M | — | ||||
| $POR | Added | +87.37K (+38.19%) | 316.16K | $14.11M | — | ||||
| $SSB | Added | +24.72K (+22.52%) | 134.47K | $13.39M | — | ||||
| $DOV | Added | +8.09K (+14.52%) | 63.85K | $11.94M | — | ||||
| $CNP | Added | +92.36K (+43.23%) | 306K | $11.26M | — | ||||
| $AMP | Added | +4.40K (+31.32%) | 18.44K | $9.08M | — |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $CLH | Reduced | -4.86K (-3.59%) | 130.70K | $40.55M | — | ||||
| $EHC | Reduced | -14.42K (-4.41%) | 312.86K | $38.01M | — | ||||
| $PR | Reduced | -82.62K (-4.41%) | 1.79M | $37.85M | — | ||||
| $NPO | Reduced | -6.44K (-6.10%) | 99.18K | $30.37M | — | ||||
| $VIAV | Reduced | -360.29K (-35.50%) | 654.54K | $27.44M | — | ||||
| $SXI | Reduced | -5.73K (-5.47%) | 99.09K | $27.06M | — | ||||
| $HXL | Reduced | -36.48K (-10.76%) | 302.61K | $25.40M | — | ||||
| $VOYA | Reduced | -18.07K (-6.37%) | 265.47K | $25.08M | — | ||||
| $VMI | Reduced | -3.51K (-6.25%) | 52.66K | $24.38M | — | ||||
| $HURN | Reduced | -10.22K (-6.29%) | 152.25K | $23.88M | — | ||||
| $COLB | Reduced | -53.08K (-6.16%) | 808.36K | $23.12M | — | ||||
| $SLAB | Reduced | -20.68K (-17.15%) | 99.91K | $22.14M | — | ||||
| $KEYS | Reduced | -8.13K (-13.36%) | 52.75K | $19.20M | — | ||||
| $STWD | Reduced | -113.05K (-9.13%) | 1.13M | $15.19M | — | ||||
| $DORM | Reduced | -35.37K (-24.13%) | 111.24K | $13.64M | — | ||||
| $ITT | Reduced | -37.76K (-36.20%) | 66.55K | $13.43M | — | ||||
| $SM | Reduced | -40.31K (-9.68%) | 376.17K | $12.71M | — | ||||
| $LH | Reduced | -5.92K (-14.28%) | 35.53K | $10.95M | — | ||||
| $COHU | Reduced | -381.34K (-72.15%) | 147.18K | $10.03M | — | ||||
| $DAR | Reduced | -28.31K (-14.83%) | 162.59K | $9.87M | — | ||||
| $LITE | Reduced | -10.77K (-56.88%) | 8.16K | $7.93M | — | ||||
| $DTE | Reduced | -30.45K (-36.37%) | 53.28K | $6.49M | — |
Sold out position in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $CAKE | Sold out | -104.04K | — | — | — |
All tracked 13F moves by Leeward Investments, LLC - MA
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $VOYA | Reduced | -18.07K (-6.37%) | 265.47K | $25.08M | — | ||||
| $VMI | Reduced | -3.51K (-6.25%) | 52.66K | $24.38M | — | ||||
| $STWD | Reduced | -113.05K (-9.13%) | 1.13M | $15.19M | — | ||||
| $SXI | Reduced | -5.73K (-5.47%) | 99.09K | $27.06M | — | ||||
| $SM | Reduced | -40.31K (-9.68%) | 376.17K | $12.71M | — | ||||
| $PR | Reduced | -82.62K (-4.41%) | 1.79M | $37.85M | — | ||||
| $HURN | Reduced | -10.22K (-6.29%) | 152.25K | $23.88M | — | ||||
| $NPO | Reduced | -6.44K (-6.10%) | 99.18K | $30.37M | — | ||||
| $EHC | Reduced | -14.42K (-4.41%) | 312.86K | $38.01M | — | ||||
| $COLB | Reduced | -53.08K (-6.16%) | 808.36K | $23.12M | — | ||||
| $CLH | Reduced | -4.86K (-3.59%) | 130.70K | $40.55M | — | ||||
| $QXO | New | +487.38K | 487.38K | $5.70M | — | ||||
| $PLNT | New | +250.07K | 250.07K | $10.56M | — | ||||
| $IRT | New | +849.82K | 849.82K | $12.35M | — | ||||
| $VIAV | Reduced | -360.29K (-35.50%) | 654.54K | $27.44M | — | ||||
| $CAKE | Sold out | -104.04K | — | — | — | ||||
| $SLAB | Reduced | -20.68K (-17.15%) | 99.91K | $22.14M | — | ||||
| $LITE | Reduced | -10.77K (-56.88%) | 8.16K | $7.93M | — | ||||
| $LH | Reduced | -5.92K (-14.28%) | 35.53K | $10.95M | — | ||||
| $KEYS | Reduced | -8.13K (-13.36%) | 52.75K | $19.20M | — | ||||
| $ITT | Reduced | -37.76K (-36.20%) | 66.55K | $13.43M | — | ||||
| $HXL | Reduced | -36.48K (-10.76%) | 302.61K | $25.40M | — | ||||
| $DTE | Reduced | -30.45K (-36.37%) | 53.28K | $6.49M | — | ||||
| $DORM | Reduced | -35.37K (-24.13%) | 111.24K | $13.64M | — | ||||
| $DAR | Reduced | -28.31K (-14.83%) | 162.59K | $9.87M | — | ||||
| $COHU | Reduced | -381.34K (-72.15%) | 147.18K | $10.03M | — | ||||
| $VVV | Added | +82.90K (+13.74%) | 686.41K | $20.69M | — | ||||
| $SSB | Added | +24.72K (+22.52%) | 134.47K | $13.39M | — | ||||
| $ROG | Added | +14.87K (+4.74%) | 328.73K | $50.29M | — | ||||
| $PTC | Added | +26.89K (+36.12%) | 101.32K | $14.22M | — | ||||
| $PBH | Added | +88.69K (+20.25%) | 526.61K | $24.16M | Read | ||||
| $POR | Added | +87.37K (+38.19%) | 316.16K | $14.11M | — | ||||
| $PBH | Added | +88.69K (+20.25%) | 526.61K | $24.16M | — | ||||
| $OPCH | Added | +142.01K (+20.11%) | 848.06K | $19.07M | — | ||||
| $MUSA | Added | +13.51K (+65.89%) | 34.01K | $17.14M | — | ||||
| $LKQ | Added | +826.36K (+321.07%) | 1.08M | $24.74M | — | ||||
| $IWN | Added | +16.85K (+28.96%) | 75.05K | $15.72M | — | ||||
| $INGR | Added | +40.06K (+29.83%) | 174.33K | $16.70M | — | ||||
| $DOV | Added | +8.09K (+14.52%) | 63.85K | $11.94M | — | ||||
| $CNP | Added | +92.36K (+43.23%) | 306K | $11.26M | — | ||||
| $AMP | Added | +4.40K (+31.32%) | 18.44K | $9.08M | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Leeward Investments, LLC - MA holds or traded
Frequently asked questions
What did Leeward Investments, LLC - MA buy and sell in its latest 13F?
It opened or added to $ROG, $LKQ, $PBH, $PBH and $VVV; it cut or exited $CLH, $EHC, $PR, $NPO and $VIAV.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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