Leeward Investments, LLC - MA
Long Only Manager • Value
Leeward Investments, LLC - MA is a Value-focused institution based in Boston, MA led by R. Todd Vingers, reporting $2.8B in AUM as of Q3 2025 with LITE as the largest holding (2% allocation).
PresidentR. Todd Vingers
- Portfolio Value
- $2.0B
- Positions
- 142
- Top Holding
- LITE at 2.46%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Leeward Investments, LLC - MA's portfolio (17.3% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Communication Equipment Technology | $48.2M | 2.46% | -$35.8M Sold | 0.42% 296.1K shares | |
Medical - Care Facilities Healthcare | $43.4M | 2.22% | -$1.2M Sold | 0.34% 341.7K shares | |
Banks - Regional Financial Services | $39.1M | 2.00% | -$1.1M Sold | 0.34% 1.7M shares | |
Waste Management Industrials | $34.7M | 1.77% | -$1.0M Sold | 0.28% 149.2K shares | |
Real Estate - Services Real Estate | $33.7M | 1.72% | -$761.8K Sold | 1.02% 1.8M shares | |
Banks - Regional Financial Services | $30.7M | 1.57% | -$687.4K Sold | 0.35% 231.5K shares | |
REIT - Retail Real Estate | $29.5M | 1.51% | -$809.9K Sold | 0.37% 414.7K shares | |
Industrial - Machinery Industrials | $27.9M | 1.42% | -$625.6K Sold | 0.44% 1.1M shares | |
Oil & Gas Exploration & Production Energy | $26.2M | 1.34% | +$1.0M Bought | 0.28% 2.1M shares | |
Industrial - Machinery Industrials | $25.9M | 1.32% | -$783.8K Sold | 0.27% 180.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Leeward Investments, LLC - MA's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Leeward Investments, LLC - MA
GthenA