SEC 13F Intelligence

Leeward Investments, LLC - Ma / MUSA

Leeward Investments, LLC - Ma’s Murphy USA Inc Position

Does Leeward Investments, LLC - Ma own Murphy USA Inc (MUSA)? Yes39.8K shares worth $20M (+0.97% of its 13F portfolio) as of Q1 2026, up from 31.6K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
39.8K
% of Portfolio
+0.97%
Quarters Held
17
currently held

Position History MUSA

Reported value by quarter
Q1 ’22: $34MQ1 ’22Q2 ’22: $38MQ3 ’22: $21MQ4 ’22: $21MQ4 ’22Q1 ’23: $18MQ2 ’23: $28MQ3 ’23: $28MQ3 ’23Q4 ’23: $25MQ1 ’24: $29MQ2 ’24: $27MQ2 ’24Q3 ’24: $28MQ4 ’24: $26MQ1 ’25: $16MQ1 ’25Q2 ’25: $13MQ3 ’25: $12MQ4 ’25: $13MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.8K$20M+0.97%
Q4 202531.6K$13M+0.65%
Q3 202531.8K$12M+0.63%
Q2 202532.5K$13M+0.70%
Q1 202533.8K$16M+0.84%
Q4 202452.7K$26M+1.32%
Q3 202456.6K$28M+1.29%
Q2 202456.8K$27M+1.23%
Q1 202468.3K$29M+1.27%
Q4 202371.1K$25M+1.19%
Q3 202383.0K$28M+1.45%
Q2 202389.4K$28M+1.31%
Q1 202371.1K$18M+0.84%
Q4 202274.6K$21M+0.92%
Q3 202275.0K$21M+0.98%
Q2 2022163.6K$38M+1.74%
Q1 2022168.3K$34M+1.33%

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 MUSA.