Windward Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Windward Management LP disclosed 6 US equity positions worth $92.4m in its Q1 2026 13F filing. The largest position was NTGR at 34.4% of the reported book, followed by GRPN and TBCH.
What did Windward Management LP own in Q1 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NTGR NETGEAR INC | Technology | 34.4% | $31.8m | 1,455,914 | – | |
| 2 | GRPN GROUPON INC | Communication Services | 28.5% | $26.3m | 2,209,641 | – | |
| 3 | TBCH TURTLE BEACH CORP | Technology | 17.7% | $16.3m | 1,607,989 | – | |
| 4 | BNED BARNES & NOBLE ED INC | 16.3% | $15.0m | 1,700,000 | – | ||
| 5 | JACK JACK IN THE BOX INC | Consumer Cyclical | 1.9% | $1.8m | 182,404 | – | |
| 6 | ALLT ALLOT LTD | Technology | 1.3% | $1.2m | 180,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.