Leeward Investments, LLC - Ma
Leeward Investments, LLC is an SEC-registered investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 2021 and employs 14 professionals. It serves a variety of institutional and high-net-worth clients, including investment companies, pension and profit-sharing plans, charitable organizations, insurance companies, and government entities. Leeward Investments is known for its asset management services with a focus on US equities and institutional mandates.
Investment Strategy
Leeward Investments specializes in actively managed investment strategies, primarily focusing on US equity markets. The firm caters to a diversified institutional client base, managing large portfolios tailored to meet specific investment objectives. Strategies typically emphasize fundamental analysis, risk management, and long-term capital appreciation through diversified sector exposures and relative value positioning. With a data-driven and research-intensive approach, Leeward attempts to deliver risk-adjusted returns for pension plans, investment funds, and other institutions.
Top Holdings
Equity Positions (139)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LITE | LUMENTUM HLDGS INC | 2.61% | $49.1M | 516,431 | $72.99 | $95.06 | +$21.0M |
E EHC | ENCOMPASS HEALTH CORP | 2.29% | $43.1M | 351,121 | $49.98 | $122.63 | -$731.1K |
F FHN | FIRST HORIZON CORPORATION | 2.00% | $37.6M | 1,775,903 | $14.64 | $21.20 | +$2.1M |
C CLH | CLEAN HARBORS INC | 1.89% | $35.5M | 153,526 | $111.89 | $231.18 | +$4.4M |
P PNFP | PINNACLE FINL PARTNERS INC | 1.68% | $31.5M | 285,333 | $91.80 | $110.41 | +$261.6K |