HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 CLEAN HARBORS INC |
333,984 | -26,921 | $47,613 |
| CLH | 333,984 | -26,921 | $47,613 |
| REGAL REXNORD CORPORATION |
276,332 | -27,430 | $38,888 |
| RRX | 276,332 | -27,430 | $38,888 |
| TREEHOUSE FOODS INC |
759,327 | -23,436 | $38,293 |
| THS | 759,327 | -23,436 | $38,293 |
| ENCOMPASS HEALTH CORP |
700,894 | -25,127 | $37,918 |
| EHC | 700,894 | -25,127 | $37,918 |
| INGREDION INC |
356,766 | -10,771 | $36,294 |
| INGR | 356,766 | -10,771 | $36,294 |
| VALVOLINE INC |
985,152 | +109,775 | $34,421 |
| VVV | 985,152 | +109,775 | $34,421 |
| LIVENT CORP |
1,557,025 | -46,688 | $33,819 |
| LTHM | 1,557,025 | -46,688 | $33,819 |
| HURON CONSULTING GROUP INC |
394,577 | -19,584 | $31,712 |
| HURN | 394,577 | -19,584 | $31,712 |
| ENVISTA HOLDINGS CORPORATION |
709,615 | -25,149 | $29,009 |
| NVST | 709,615 | -25,149 | $29,009 |
| AXALTA COATING SYS LTD |
956,589 | -30,880 | $28,975 |
| AXTA | 956,589 | -30,880 | $28,975 |
| PRESTIGE CONSMR HEALTHCARE I |
446,504 | -95,218 | $27,965 |
| PBH | 446,504 | -95,218 | $27,965 |
| CHAMPIONX CORPORATION |
996,409 | -33,287 | $27,033 |
| CHX | 996,409 | -33,287 | $27,033 |
| HEXCEL CORP NEW |
380,246 | -46,789 | $25,952 |
| HXL | 380,246 | -46,789 | $25,952 |
| PORTLAND GEN ELEC CO |
517,136 | -25,812 | $25,283 |
| POR | 517,136 | -25,812 | $25,283 |
| PROGRESSIVE CORP |
157,731 | -18,207 | $22,565 |
| PGR | 157,731 | -18,207 | $22,565 |
| WINTRUST FINL CORP |
304,375 | -14,766 | $22,204 |
| WTFC | 304,375 | -14,766 | $22,204 |
| PRIMERICA INC |
128,769 | -6,359 | $22,179 |
| PRI | 128,769 | -6,359 | $22,179 |
| COLUMBIA BKG SYS INC |
1,016,284 | +1,016,284 | $21,769 |
| COLB | 1,016,284 | +1,016,284 | $21,769 |
| REINSURANCE GRP OF AMERICA I |
163,242 | -2,810 | $21,672 |
| RGA | 163,242 | -2,810 | $21,672 |
| FIRST INTST BANCSYSTEM INC |
723,740 | -35,269 | $21,611 |
| FIBK | 723,740 | -35,269 | $21,611 |
| PINNACLE FINL PARTNERS INC |
387,347 | -15,049 | $21,366 |
| PNFP | 387,347 | -15,049 | $21,366 |
| DOVER CORP |
140,372 | -572 | $21,328 |
| DOV | 140,372 | -572 | $21,328 |
| PIONEER NAT RES CO |
103,889 | -1,798 | $21,218 |
| PXD | 103,889 | -1,798 | $21,218 |
| ITT INC |
242,919 | -6,285 | $20,964 |
| ITT | 242,919 | -6,285 | $20,964 |
| VALMONT INDS INC |
64,658 | -1,673 | $20,644 |
| VMI | 64,658 | -1,673 | $20,644 |
| FMC CORP |
166,816 | -2,845 | $20,373 |
| FMC | 166,816 | -2,845 | $20,373 |
| HARMONIC INC |
1,386,507 | -68,784 | $20,229 |
| HLIT | 1,386,507 | -68,784 | $20,229 |
| STAG INDL INC |
595,416 | -29,669 | $20,137 |
| STAG | 595,416 | -29,669 | $20,137 |
| INTEGRA LIFESCIENCES HLDGS C |
350,404 | -17,406 | $20,117 |
| IART | 350,404 | -17,406 | $20,117 |
| DARLING INGREDIENTS INC |
335,446 | -4,937 | $19,590 |
| DAR | 335,446 | -4,937 | $19,590 |
| EMCOR GROUP INC |
119,939 | -3,116 | $19,501 |
| EME | 119,939 | -3,116 | $19,501 |
| LKQ CORP |
337,708 | -5,789 | $19,168 |
| LKQ | 337,708 | -5,789 | $19,168 |
| PDC ENERGY INC |
297,293 | -14,008 | $19,080 |
| PDCE | 297,293 | -14,008 | $19,080 |
| LAMB WESTON HLDGS INC |
182,321 | -3,120 | $19,056 |
| LW | 182,321 | -3,120 | $19,056 |
| INDEPENDENT BK CORP MASS |
288,335 | +34,894 | $18,921 |
| INDB | 288,335 | +34,894 | $18,921 |
| CACI INTL INC |
63,526 | -3,011 | $18,821 |
| CACI | 63,526 | -3,011 | $18,821 |
| MURPHY USA INC |
71,057 | -3,543 | $18,336 |
| MUSA | 71,057 | -3,543 | $18,336 |
| ALLSTATE CORP |
163,662 | +22,101 | $18,135 |
| ALL | 163,662 | +22,101 | $18,135 |
| CENTERPOINT ENERGY INC |
608,926 | -10,555 | $17,939 |
| CNP | 608,926 | -10,555 | $17,939 |
| STANDEX INTL CORP |
144,898 | -3,732 | $17,741 |
| SXI | 144,898 | -3,732 | $17,741 |
| OLD NATL BANCORP IND |
1,228,353 | +182,685 | $17,713 |
| ONB | 1,228,353 | +182,685 | $17,713 |
| CHIMERA INVT CORP |
3,098,324 | -33,084 | $17,475 |
| CIM | 3,098,324 | -33,084 | $17,475 |
| BWX TECHNOLOGIES INC |
272,415 | -11,359 | $17,173 |
| BWXT | 272,415 | -11,359 | $17,173 |
| DOLLAR TREE INC |
115,945 | -2,002 | $16,644 |
| DLTR | 115,945 | -2,002 | $16,644 |
| WEC ENERGY GROUP INC |
175,015 | -3,042 | $16,590 |
| WEC | 175,015 | -3,042 | $16,590 |
| BORGWARNER INC |
337,670 | -5,780 | $16,583 |
| BWA | 337,670 | -5,780 | $16,583 |
| IDACORP INC |
150,565 | -7,514 | $16,311 |
| IDA | 150,565 | -7,514 | $16,311 |
| AMERISOURCEBERGEN CORP |
101,844 | -1,738 | $16,306 |
| ABC | 101,844 | -1,738 | $16,306 |
| EXLSERVICE HOLDINGS INC |
100,131 | -4,984 | $16,204 |
| EXLS | 100,131 | -4,984 | $16,204 |
| AMERICAN INTL GROUP INC |
320,664 | -5,551 | $16,149 |
| AIG | 320,664 | -5,551 | $16,149 |
See Full List: All Stocks Held By Leeward Investments LLC MA
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Leeward Investments LLC MA
|
Size ($ in 1000's)
At 03/31/2023: $2,194,293 At 12/31/2022: $2,258,112 Combined Holding Report Includes:
Leeward Investments LLC MA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Leeward Investments LLC MA 13F filings. Link to 13F filings: SEC filings |
