Windward Management LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Windward Management LP held in its portfolio 9 assets valued at $170,451,496 (i.e. $170.45M).

The most valuable assets in the portfolio included: GROUPON INC ($47.46M), NETGEAR INC ($35.47M), and GEO GROUP INC NEW ($30.60M).

The chart below shows the top 9 valuable assets, and the table below shows the top 9 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Windward Management LP Portfolio

GROUPON INC

NETGEAR INC

GEO GROUP INC NEW

TURTLE BEACH CORP

BARNES & NOBLE ED INC

JACK IN THE BOX INC

ALLOT LTD

CLEARWATER PAPER CORP

VIVID SEATS INC

Windward Management LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
GROUPON INC	2695012	47459161	COM NEW
NETGEAR INC	1445914	35468270	COM
GEO GROUP INC NEW	1898102	30597404	COM
TURTLE BEACH CORP	1715798	24072646	COM NEW
BARNES & NOBLE ED INC	1700000	15623000	COM NEW
JACK IN THE BOX INC	390183	7393968	COM
ALLOT LTD	516533	5077519	SHS
CLEARWATER PAPER CORP	250000	4350000	COM
VIVID SEATS INC	56800	409528	COM CL A