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Leeward Investments, LLC - MA → LITE

Leeward Investments, LLC - MA LITE Position History

Lumentum Holdings Inc. • Technology

Quarters held
5
Latest value
$7.9M
Q3 2026
Peak value
$48.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$48.2M
Q4 2025$42.1M
Q1 2026$24.5M
Q2 2026$16.2M
Q3 2026$7.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.9M8.2K——
Q2 2026$16.2M18.9K——
Q1 2026$24.5M34.9K——
Q4 2025$42.1M114.3K——
Q3 2025$48.2M296.1K——

Other funds holding LITE

Other Leeward Investments, LLC - MA positions

ROG

ROGERS CORP

$51.4M
RRX

REGAL REXNORD CORPORATION

$50.9M
ROG

ROGERS CORP

$50.3M
VIAV

VIAVI SOLUTIONS INC

$48.5M
VIAV

VIAVI SOLUTIONS INC

$47.4M
EHC

ENCOMPASS HEALTH CORP

$43.4M
PR

PERMIAN RESOURCES CORP

$41.2M
RRX

REGAL REXNORD CORPORATION

$41.1M