Leeward Investments, - Ma 13F annual report

Leeward Investments, - Ma is an investment fund managing more than $2.13 trillion ran by Patricia Thompson. There are currently 143 companies in Mrs. Thompson’s portfolio. The largest investments include Clean Harbors and Encompass Health Corp, together worth $79.4 billion.

Limited to 30 biggest holdings

$2.13 trillion Assets Under Management (AUM)

As of 26th January 2024, Leeward Investments, - Ma’s top holding is 243,780 shares of Clean Harbors currently worth over $42.5 billion and making up 2.0% of the portfolio value.Relative to the number of outstanding shares of Clean Harbors, Leeward Investments, - Ma owns more than approximately 0.1% of the company.In addition, the fund holds 553,108 shares of Encompass Health Corp worth $36.9 billion, whose value grew 2.5% in the past six months. The third-largest holding is Axalta Coating Sys Ltd worth $36.8 billion and the next is Regal Rexnord Corporation worth $35.5 billion, with 239,618 shares owned.

Currently, Leeward Investments, - Ma's portfolio is worth at least $2.13 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Leeward Investments, - Ma

The Leeward Investments, - Ma office and employees reside in Boston, Massachusetts. According to the last 13-F report filed with the SEC, Patricia Thompson serves as the Chief Compliance Officer at Leeward Investments, - Ma.