Leeward Investments, LLC - MA FBK β€” FB FINL CORP

Ownership history in Leeward Investments, LLC - MA  Β·  3 quarters on record

AI Ownership Summary

Leeward Investments, LLC - MA reported FB FINL CORP (FBK) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.06% in 2025 Q3. The latest visible filing shows FBK at 0.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Leeward Investments, LLC - MA's position in FB FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FBK was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Leeward Investments, LLC - MA held FBK β€” position size vs. price
% of Fund (quarterly)    FBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 359,618 -9,903 -2.7% 0.92% $18.7M 2026-04-17 $53.79
2025 Q4 REDUCED β€” β€” β€” 369,521 -1,484 -0.4% 1.04% $20.6M 2026-02-05 $60.44
2025 Q3 INITIATED β€” β€” β€” 371,005 β€” β€” 1.06% $20.7M 2025-11-07 $54.46

FAQ About Leeward Investments, LLC - MA and FBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Leeward Investments, LLC - MA reported owning FBK?

Leeward Investments, LLC - MA reported FBK across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported FBK position in Leeward Investments, LLC - MA's portfolio?

The largest reported portfolio weight for FBK was 1.06% in 2025 Q3.

What is the latest reported FBK position on this page?

The most recent filing on this page is 2026 Q1, when Leeward Investments, LLC - MA reported 359,618 shares, equal to 0.92% of portfolio, with an estimated market value of $18.7M.

What does the chart on this FBK ownership page compare?

The chart compares Leeward Investments, LLC - MA's quarterly FBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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