SEC 13F Intelligence

Leeward Investments, LLC - Ma / EVR

Leeward Investments, LLC - Ma’s Evercore Inc Position

Does Leeward Investments, LLC - Ma own Evercore Inc (EVR)? Yes — 36.2K shares worth $11M (+0.53% of its 13F portfolio) as of Q1 2026, down from 37.4K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
36.2K
% of Portfolio
+0.53%
Quarters Held
4
currently held

Position History EVR

Reported value by quarter
Q2 ’25: $11MQ2 ’25Q3 ’25: $13MQ3 ’25Q4 ’25: $13MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.2K$11M+0.53%
Q4 202537.4K$13M+0.64%
Q3 202539.6K$13M+0.68%
Q2 202541.0K$11M+0.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Leeward Investments, LLC - Ma’s full portfolio or all institutional holders of EVR.