Leeward Investments, LLC - Ma / LITE
Leeward Investments, LLC - Ma’s Lumentum Hldgs Inc Position
Does Leeward Investments, LLC - Ma own Lumentum Hldgs Inc (LITE)? Yes — 34.9K shares worth $25M (+1.21% of its 13F portfolio) as of Q1 2026, down from 114.3K shares the prior filed quarter.
Position Value
$25M
Q1 2026
Shares
34.9K
% of Portfolio
+1.21%
Quarters Held
17
currently held
Position History LITE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 34.9K | $25M | +1.21% |
| Q4 2025 | 114.3K | $42M | +2.13% |
| Q3 2025 | 296.1K | $48M | +2.46% |
| Q2 2025 | 516.4K | $49M | +2.61% |
| Q1 2025 | 449.9K | $28M | +1.49% |
| Q4 2024 | 349.8K | $29M | +1.46% |
| Q3 2024 | 375.8K | $24M | +1.10% |
| Q2 2024 | 377.2K | $19M | +0.88% |
| Q1 2024 | 357.1K | $17M | +0.75% |
| Q4 2023 | 360.1K | $19M | +0.89% |
| Q3 2023 | 280.3K | $13M | +0.65% |
| Q2 2023 | 301.8K | $17M | +0.80% |
| Q1 2023 | 295.0K | $16M | +0.73% |
| Q4 2022 | 255.9K | $13M | +0.59% |
| Q3 2022 | 214.6K | $15M | +0.70% |
| Q2 2022 | 152.5K | $12M | +0.55% |
| Q1 2022 | 157.0K | $15M | +0.61% |
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 LITE.