Windward Management LP: 13F holdings
CIK 18808172026Q2
| Positions | 9 |
|---|---|
| Reported value | $329.5m |
| Filed | 2026-08-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GRPN GROUPON INC | 2,345,000 | $56.4m | 17.1% |
| NTGR NETGEAR INC | 1,368,956 | $32.0m | 9.7% |
| BARNES & NOBLE ED INC | 1,656,736 | $20.8m | 6.3% |
| TBCH TURTLE BEACH CORP | 1,607,989 | $20.0m | 6.1% |
| PLAY DAVE & BUSTERS ENTMT INC | 350,000 | $4.0m | 1.2% |
| JACK JACK IN THE BOX INC | 182,404 | $2.9m | 0.9% |
| ALLOT LTD | 180,000 | $1.6m | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1880817")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.