Leeward Investments, LLC - MA 13FHR Quarterly holdings report by institutional manager | SEC 2 Feb 24

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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OMB Number:		3235-0006
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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
ADVANCE AUTO PARTS INC	COM	00751Y106	3,165,446	51,867	SH		SOLE	1	49,887	0	1,980
AERCAP HOLDINGS NV	SHS	N00985106	16,626,446	223,714	SH		SOLE	1	215,167	0	8,547
AKAMAI TECHNOLOGIES INC	COM	00971T101	16,724,805	141,316	SH		SOLE	1	135,918	0	5,398
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	13,193,808	104,077	SH		SOLE	1	100,101	0	3,976
ALLSTATE CORP	COM	020002101	20,710,114	147,951	SH		SOLE	1	142,332	0	5,619
AMEDISYS INC	COM	023436108	15,106,555	158,916	SH		SOLE	2	133,782	0	25,134
AMERICAN EAGLE OUTFITTERS IN	COM	02553E106	10,264,060	485,069	SH		SOLE	2	408,365	0	76,704
AMERICAN INTL GROUP INC	COM NEW	026874784	19,541,015	288,428	SH		SOLE	1	277,392	0	11,036
AMERIPRISE FINL INC	COM	03076C106	17,344,549	45,664	SH		SOLE	1	43,919	0	1,745
AXALTA COATING SYS LTD	COM	G0750C108	36,825,652	1,084,064	SH		SOLE	1,2	975,987	0	108,077
AZEK CO INC	CL A	05478C105	11,540,102	301,702	SH		SOLE	2	253,998	0	47,704
BELDEN INC	COM	077454106	5,578,532	72,214	SH		SOLE	2	60,793	0	11,421
BERRY GLOBAL GROUP INC	COM	08579W103	11,162,526	165,641	SH		SOLE	1	159,315	0	6,326
BLACK HILLS CORP	COM	092113109	9,037,812	167,522	SH		SOLE	2	140,950	0	26,572
BORGWARNER INC	COM	099724106	6,886,394	192,089	SH		SOLE	1	184,630	0	7,459
BWX TECHNOLOGIES INC	COM	05605H100	10,109,254	131,751	SH		SOLE	2	110,301	0	21,450
CABOT CORP	COM	127055101	9,680,573	115,935	SH		SOLE	2	97,605	0	18,330
CACI INTL INC	CL A	127190304	15,904,441	49,109	SH		SOLE	2	41,116	0	7,993
CACTUS INC	CL A	127203107	12,446,819	274,159	SH		SOLE	2	229,564	0	44,595
CARTERS INC	COM	146229109	10,808,049	144,319	SH		SOLE	1,2	131,466	0	12,853
CASEYS GEN STORES INC	COM	147528103	8,409,257	30,608	SH		SOLE	1	29,429	0	1,179
CENCORA INC	COM	03073E105	18,815,289	91,612	SH		SOLE	1	88,112	0	3,500
CENTERPOINT ENERGY INC	COM	15189T107	15,651,737	547,838	SH		SOLE	1	526,881	0	20,957
CHAMPIONX CORPORATION	COM	15872M104	26,076,660	892,731	SH		SOLE	1,2	799,014	0	93,717
CHEESECAKE FACTORY INC	COM	163072101	7,971,147	227,682	SH		SOLE	2	191,690	0	35,992
CHIMERA INVT CORP	COM NEW	16934Q208	13,600,894	2,725,630	SH		SOLE	1,2	2,410,711	0	314,919
CITY HLDG CO	COM	177835105	9,686,341	87,850	SH		SOLE	2	73,972	0	13,878
CIVITAS RESOURCES INC	COM NEW	17888H103	15,606,094	228,226	SH		SOLE	2	191,099	0	37,127
CLEAN HARBORS INC	COM	184496107	42,542,129	243,780	SH		SOLE	1,2	219,968	0	23,812
COLUMBIA BKG SYS INC	COM	197236102	24,551,176	920,209	SH		SOLE	2	774,799	0	145,410
COLUMBIA SPORTSWEAR CO	COM	198516106	10,850,001	136,409	SH		SOLE	1	131,190	0	5,219
CONSTELLATION BRANDS INC	CL A	21036P108	11,312,740	46,795	SH		SOLE	1	45,010	0	1,785
COPT DEFENSE PROPERTIES	SHS BEN INT	22002T108	14,759,599	575,872	SH		SOLE	2	484,789	0	91,083
COTERRA ENERGY INC	COM	127097103	11,900,817	466,333	SH		SOLE	1	448,490	0	17,843
DARLING INGREDIENTS INC	COM	237266101	15,044,004	301,846	SH		SOLE	1	290,296	0	11,550
DIGITAL RLTY TR INC	COM	253868103	13,968,559	103,794	SH		SOLE	1	99,818	0	3,976
DISCOVER FINL SVCS	COM	254709108	7,175,585	63,840	SH		SOLE	1	61,375	0	2,465
DOLLAR TREE INC	COM	256746108	11,170,564	78,638	SH		SOLE	1	75,613	0	3,025
DORMAN PRODS INC	COM	258278100	11,159,841	133,795	SH		SOLE	2	111,940	0	21,855
DOVER CORP	COM	260003108	16,048,747	104,341	SH		SOLE	1	100,326	0	4,015
DTE ENERGY CO	COM	233331107	14,222,426	128,990	SH		SOLE	1	124,069	0	4,921
EMCOR GROUP INC	COM	29084Q100	17,985,389	83,486	SH		SOLE	2	70,282	0	13,204
ENCOMPASS HEALTH CORP	COM	29261A100	36,903,385	553,108	SH		SOLE	1,2	493,661	0	59,447
ENERPAC TOOL GROUP CORP	CL A COM	292765104	9,226,206	296,758	SH		SOLE	2	249,812	0	46,946
ENPRO INC	COM	29355X107	20,624,946	131,587	SH		SOLE	2	110,793	0	20,794
ENTERGY CORP NEW	COM	29364G103	12,612,882	124,646	SH		SOLE	1	119,889	0	4,757
ENVIRI CORP	COM	415864107	4,174,821	463,869	SH		SOLE	2	390,451	0	73,418
ENVISTA HOLDINGS CORPORATION	COM	29415F104	15,317,246	636,627	SH		SOLE	1,2	568,767	0	67,860
ESSEX PPTY TR INC	COM	297178105	9,849,193	39,724	SH		SOLE	1	38,210	0	1,514
EVERGY INC	COM	30034W106	8,603,078	164,810	SH		SOLE	1	158,518	0	6,292
EXLSERVICE HOLDINGS INC	COM	302081104	11,125,127	360,620	SH		SOLE	2	303,645	0	56,975
F5 INC	COM	315616102	14,996,547	83,789	SH		SOLE	1	80,585	0	3,204
FIRST AMERN FINL CORP	COM	31847R102	14,751,605	228,920	SH		SOLE	2	192,745	0	36,175
FIRST HORIZON CORPORATION	COM	320517105	31,292,390	2,209,915	SH		SOLE	1,2	1,974,379	0	235,536
FIRST INTST BANCSYSTEM INC	COM	32055Y201	19,328,927	628,583	SH		SOLE	2	525,847	0	102,736
FMC CORP	COM NEW	302491303	7,479,459	118,627	SH		SOLE	1	114,070	0	4,557
GATES INDL CORP PLC	ORD SHS	G39108108	16,329,657	1,216,815	SH		SOLE	2	1,024,331	0	192,484
GENPACT LIMITED	SHS	G3922B107	10,083,588	290,510	SH		SOLE	1	279,436	0	11,074
GLOBAL PMTS INC	COM	37940X102	18,119,899	142,676	SH		SOLE	1	137,201	0	5,475
GLOBUS MED INC	CL A	379577208	9,279,974	174,141	SH		SOLE	2	145,673	0	28,468
GOODYEAR TIRE & RUBR CO	COM	382550101	6,696,963	467,665	SH		SOLE	2	393,699	0	73,966
HAIN CELESTIAL GROUP INC	COM	405217100	4,343,690	396,684	SH		SOLE	2	331,852	0	64,832
HANOVER INS GROUP INC	COM	410867105	15,404,070	126,866	SH		SOLE	2	106,808	0	20,058
HARMONIC INC	COM	413160102	25,462,660	1,952,658	SH		SOLE	2	1,644,101	0	308,557
HASBRO INC	COM	418056107	9,944,909	194,769	SH		SOLE	1	187,340	0	7,429
HEXCEL CORP NEW	COM	428291108	25,207,396	341,795	SH		SOLE	1,2	309,870	0	31,925
HOLOGIC INC	COM	436440101	5,610,424	78,522	SH		SOLE		74,466	0	4,056
HOST HOTELS & RESORTS INC	COM	44107P104	6,134,448	315,072	SH		SOLE	1	302,982	0	12,090
HURON CONSULTING GROUP INC	COM	447462102	23,885,477	232,349	SH		SOLE	2	195,607	0	36,742
IDACORP INC	COM	451107106	13,294,732	135,219	SH		SOLE	2	113,833	0	21,386
INDEPENDENT BK CORP MASS	COM	453836108	16,488,103	250,541	SH		SOLE	2	209,612	0	40,929
INGEVITY CORP	COM	45688C107	13,431,587	284,447	SH		SOLE	2	237,930	0	46,517
INGREDION INC	COM	457187102	27,022,073	248,983	SH		SOLE	1,2	222,985	0	25,998
INNOSPEC INC	COM	45768S105	8,553,842	69,408	SH		SOLE	2	58,441	0	10,967
INTEGRA LIFESCIENCES HLDGS C	COM NEW	457985208	16,731,518	384,191	SH		SOLE	2	323,403	0	60,788
INTERNATIONAL FLAVORS&FRAGRA	COM	459506101	7,185,446	88,742	SH		SOLE	1	85,323	0	3,419
ISHARES TR	RUS 2000 VAL ETF	464287630	8,618,640	55,486	SH		SOLE	2	48,434	0	7,052
ISHARES TR	RUS MDCP VAL ETF	464287473	220,602	1,897	SH		SOLE	1	0	0	1,897
ITT INC	COM	45073V108	25,006,608	209,576	SH		SOLE	2	176,430	0	33,146
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	15,521,621	97,565	SH		SOLE	1	93,786	0	3,779
KORN FERRY	COM NEW	500643200	14,638,381	246,645	SH		SOLE	2	207,638	0	39,007
L3HARRIS TECHNOLOGIES INC	COM	502431109	9,118,775	43,295	SH		SOLE	1	41,617	0	1,678
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	16,695,742	73,456	SH		SOLE	1	70,634	0	2,822
LAMB WESTON HLDGS INC	COM	513272104	14,419,745	133,405	SH		SOLE	1	128,262	0	5,143
LANCASTER COLONY CORP	COM	513847103	8,541,797	51,336	SH		SOLE	2	43,225	0	8,111
LEIDOS HOLDINGS INC	COM	525327102	17,141,539	158,366	SH		SOLE	1	152,285	0	6,081
LIVENT CORP	COM	53814L108	25,109,403	1,396,519	SH		SOLE	1,2	1,237,532	0	158,987
LKQ CORP	COM	501889208	17,966,187	375,940	SH		SOLE	1	361,373	0	14,567
LUMENTUM HLDGS INC	COM	55024U109	18,877,962	360,129	SH		SOLE	2	301,274	0	58,855
MADDEN STEVEN LTD	COM	556269108	12,974,346	308,913	SH		SOLE	2	260,094	0	48,819
MASONITE INTL CORP	COM	575385109	9,511,043	112,344	SH		SOLE	2	94,556	0	17,788
MGIC INVT CORP WIS	COM	552848103	13,302,017	689,581	SH		SOLE	2	580,593	0	108,988
MGP INGREDIENTS INC NEW	COM	55303J106	8,087,211	82,087	SH		SOLE	2	68,908	0	13,179
MURPHY USA INC	COM	626755102	25,364,609	71,137	SH		SOLE	2	59,885	0	11,252
NATIONAL BK HLDGS CORP	CL A	633707104	8,380,171	225,334	SH		SOLE	2	189,703	0	35,631
NATIONAL STORAGE AFFILIATES	COM SHS BEN IN	637870106	13,700,319	330,367	SH		SOLE	2	278,103	0	52,264
NEWMARK GROUP INC	CL A	65158N102	20,665,968	1,885,581	SH		SOLE	2	1,587,542	0	298,039
NISOURCE INC	COM	65473P105	13,274,279	499,973	SH		SOLE	1	480,883	0	19,090
NMI HLDGS INC	CL A	629209305	8,997,789	303,160	SH		SOLE	2	255,246	0	47,914
O-I GLASS INC	COM	67098H104	7,502,466	458,026	SH		SOLE	2	385,573	0	72,453
OLD NATL BANCORP IND	COM	680033107	18,625,076	1,102,728	SH		SOLE	2	928,392	0	174,336
OXFORD INDS INC	COM	691497309	6,093,300	60,933	SH		SOLE	2	51,298	0	9,635
PARKER-HANNIFIN CORP	COM	701094104	13,182,392	28,614	SH		SOLE	1	27,516	0	1,098
PERFORMANCE FOOD GROUP CO	COM	71377A103	19,002,766	274,805	SH		SOLE	2	231,340	0	43,465
PERMIAN RESOURCES CORP	CLASS A COM	71424F105	31,381,892	2,307,492	SH		SOLE	1,2	2,031,824	0	275,668
PHYSICIANS RLTY TR	COM	71943U104	13,037,544	979,530	SH		SOLE	2	824,587	0	154,943
PINNACLE FINL PARTNERS INC	COM	72346Q104	30,350,453	347,976	SH		SOLE	1,2	306,250	0	41,726
PIONEER NAT RES CO	COM	723787107	10,014,124	44,531	SH		SOLE	1	42,815	0	1,716
PORTLAND GEN ELEC CO	COM NEW	736508847	23,694,021	546,701	SH		SOLE	2	460,252	0	86,449
PRESTIGE CONSMR HEALTHCARE I	COM	74112D101	24,552,403	401,052	SH		SOLE	2	337,665	0	63,387
PRIMERICA INC	COM	74164M108	21,553,360	104,750	SH		SOLE	2	88,364	0	16,386
PROGRESSIVE CORP	COM	743315103	14,805,817	92,955	SH		SOLE	1	89,347	0	3,608
PTC INC	COM	69370C100	14,534,053	83,071	SH		SOLE	1	79,904	0	3,167
QORVO INC	COM	74736K101	11,542,090	102,496	SH		SOLE	1	98,586	0	3,910
QUIDELORTHO CORP	COM	219798105	16,782,743	227,717	SH		SOLE	2	191,684	0	36,033
REGAL REXNORD CORPORATION	COM	758750103	35,468,329	239,618	SH		SOLE	1,2	219,593	0	20,025
REINSURANCE GRP OF AMERICA I	COM NEW	759351604	20,278,990	125,349	SH		SOLE	1	120,503	0	4,846
SCOTTS MIRACLE-GRO CO	CL A	810186106	3,770,286	59,142	SH		SOLE	1	56,892	0	2,250
SILGAN HLDGS INC	COM	827048109	12,396,962	273,966	SH		SOLE	2	230,617	0	43,349
SILICON LABORATORIES INC	COM	826919102	11,681,557	88,316	SH		SOLE	2	74,346	0	13,970
SNAP ON INC	COM	833034101	17,507,221	60,612	SH		SOLE	1	58,277	0	2,335
SPIRE INC	COM	84857L101	7,613,522	122,129	SH		SOLE	2	102,808	0	19,321
STAG INDL INC	COM	85254J102	20,992,008	534,692	SH		SOLE	2	450,176	0	84,516
STANDEX INTL CORP	COM	854231107	20,655,603	130,418	SH		SOLE	2	109,778	0	20,640
TEGNA INC	COM	87901J105	5,730,768	374,560	SH		SOLE	2	315,349	0	59,211
TOPGOLF CALLAWAY BRANDS CORP	COM	131193104	9,204,430	641,871	SH		SOLE	2	537,013	0	104,858
TREEHOUSE FOODS INC	COM	89469A104	28,272,571	682,089	SH		SOLE	1,2	609,101	0	72,988
TYSON FOODS INC	CL A	902494103	14,590,337	271,448	SH		SOLE	1	261,004	0	10,444
UNIVEST FINANCIAL CORPORATIO	COM	915271100	8,808,740	399,852	SH		SOLE	2	336,541	0	63,311
URBAN OUTFITTERS INC	COM	917047102	11,414,947	319,836	SH		SOLE	2	269,257	0	50,579
VALERO ENERGY CORP	COM	91913Y100	5,656,925	43,515	SH		SOLE	1	41,842	0	1,673
VALLEY NATL BANCORP	COM	919794107	20,390,975	1,877,622	SH		SOLE	2	1,580,726	0	296,896
VALMONT INDS INC	COM	920253101	12,470,602	53,405	SH		SOLE	2	44,952	0	8,453
VALVOLINE INC	COM	92047W101	25,044,180	666,423	SH		SOLE	1,2	597,828	0	68,595
VIAVI SOLUTIONS INC	COM	925550105	16,467,521	1,635,305	SH		SOLE	2	1,367,951	0	267,354
WABTEC	COM	929740108	12,451,201	98,118	SH		SOLE	1	94,332	0	3,786
WEBSTER FINL CORP	COM	947890109	9,550,456	188,149	SH		SOLE	1	180,967	0	7,182
WEC ENERGY GROUP INC	COM	92939U106	13,248,078	157,397	SH		SOLE	1	151,385	0	6,012
WESCO INTL INC	COM	95082P105	13,302,397	76,503	SH		SOLE	1	73,561	0	2,942
WESTAMERICA BANCORPORATION	COM	957090103	9,514,957	168,675	SH		SOLE	2	141,986	0	26,689
WILLIS TOWERS WATSON PLC LTD	SHS	G96629103	9,187,611	38,091	SH		SOLE	1	36,634	0	1,457
WINTRUST FINL CORP	COM	97650W108	25,347,369	273,287	SH		SOLE	2	230,060	0	43,227
YETI HLDGS INC	COM	98585X104	6,376,603	123,148	SH		SOLE	2	103,680	0	19,468
ZIMMER BIOMET HOLDINGS INC	COM	98956P102	12,894,802	105,956	SH		SOLE	1	101,909	0	4,047

Leeward Investments, LLC - MA 13F-HRQuarterly holdings report by institutional manager