SEC 13F Intelligence

Leeward Investments, LLC - Ma / VVV

Leeward Investments, LLC - Ma’s Valvoline Inc Position

Does Leeward Investments, LLC - Ma own Valvoline Inc (VVV)? Yes623.0K shares worth $21M (+1.03% of its 13F portfolio) as of Q1 2026, up from 593.9K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
623.0K
% of Portfolio
+1.03%
Quarters Held
17
currently held

Position History VVV

Reported value by quarter
Q1 ’22: $25MQ1 ’22Q2 ’22: $23MQ3 ’22: $22MQ4 ’22: $29MQ4 ’22Q1 ’23: $34MQ2 ’23: $27MQ3 ’23: $22MQ3 ’23Q4 ’23: $25MQ1 ’24: $30MQ2 ’24: $29MQ2 ’24Q3 ’24: $25MQ4 ’24: $21MQ1 ’25: $19MQ1 ’25Q2 ’25: $21MQ3 ’25: $19MQ4 ’25: $17MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026623.0K$21M+1.03%
Q4 2025593.9K$17M+0.87%
Q3 2025530.6K$19M+0.97%
Q2 2025545.6K$21M+1.10%
Q1 2025549.9K$19M+1.02%
Q4 2024572.9K$21M+1.03%
Q3 2024606.1K$25M+1.18%
Q2 2024670.7K$29M+1.33%
Q1 2024665.5K$30M+1.31%
Q4 2023666.4K$25M+1.18%
Q3 2023677.3K$22M+1.12%
Q2 2023708.3K$27M+1.25%
Q1 2023985.2K$34M+1.57%
Q4 2022875.4K$29M+1.27%
Q3 2022886.9K$22M+1.07%
Q2 2022786.7K$23M+1.03%
Q1 2022785.2K$25M+0.98%

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 VVV.