Long-term investor
Leeward Investments, LLC - Ma @leewardinvestmentsllcma
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001923173).
Record
- Tracked since 2025-06-30 (454 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +31.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ROG · 2.3% · long · since 2025-06-30
- RRX · 2.3% · long · since 2025-06-30
- VIAV · 2.2% · long · since 2025-06-30
- CLH · 1.8% · long · since 2025-06-30
- NPO · 1.8% · long · since 2025-06-30
- COHU · 1.8% · long · since 2025-06-30
- SXI · 1.7% · long · since 2025-06-30
- PR · 1.6% · long · since 2025-06-30
- HXL · 1.5% · long · since 2025-06-30
- EHC · 1.5% · long · since 2025-06-30
- VMI · 1.5% · long · since 2025-06-30
- PFGC · 1.4% · long · since 2025-06-30