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Leeward Investments, LLC - MA → PFGC

Leeward Investments, LLC - MA PFGC Position History

Performance Food Group Company • Consumer Defensive

Quarters held
5
Latest value
$23.4M
Q3 2026
Peak value
$29.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$19M
Q4 2025$16.2M
Q1 2026$23.6M
Q2 2026$29.9M
Q3 2026$23.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$23.4M256.2K——
Q2 2026$29.9M267.1K——
Q1 2026$23.6M275.1K——
Q4 2025$16.2M180.4K——
Q3 2025$19M182.2K——

Other funds holding PFGC

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
LITE

LUMENTUM HLDGS INC

$48.2M
VIAV

VIAVI SOLUTIONS INC

$47.4M
EHC

ENCOMPASS HEALTH CORP

$43.4M
LITE

LUMENTUM HLDGS INC

$42.1M