Leeward Investments, LLC - Ma - Q42025 Holdings

Leeward Investments, LLC - Ma holds 141 stocks with a total portfolio value of $ 1.98B as of Q42025. In Q42025, Leeward Investments, LLC - Ma added 2 new positions, increased stakes in 27 stocks, reduced 112 holdings, and fully exited 3 positions. The largest holding is Lumentum Hldgs Inc (LITE), representing 2.13% of the total portfolio.