Windward Management LP — 13F Holdings & Portfolio

CIK 1880817 · latest 13F-HR filed 2026-08-17

Windward Management LP manages $329.5M in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (45.33%), GRPN (17.13%), NTGR (9.70%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 5, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
C/O WINDWARD MANAGEMENT LLC
1691 MICHIGAN AVENUE, SUITE 510
MIAMI BEACH, FL 33139
Phone
(786) 206-3126
Filing Manager
Windward Management LP
Miami Beach, FL
Signatory
Benjamin Taksel
Authorized Person
Loading holdings…
AUM

$329.5M

Long-equity book

Holdings

13

Distinct positions

Period

2026-06-30

Filed 2026-08-17

Q/Q Activity

+1 / −0 / ↑5 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GROUPON INC$30.1M +114.6%
  • BARNES & NOBLE ED INC$5.8M +38.6%
  • TURTLE BEACH CORP$3.7M +22.8%
  • JACK IN THE BOX INC$1.1M +63.5%
  • ALLOT LTD$394.2K +32.9%
Show all 5

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • DAVE & BUSTERS ENTMT INC$4.0M
Show all 1

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $149.4M 45.33% 200,000 SH
2 GROUPON INC GRPN 399473206 $56.4M 17.13% 2,345,000 SH
3 NETGEAR INC NTGR 64111Q104 $32.0M 9.70% 1,368,956 SH
4 GROUPON INC Call GRPN 399473206 $22.6M 6.86% 940,000 SH
5 BARNES & NOBLE ED INC BNED 06777U200 $20.8M 6.32% 1,656,736 SH
6 TURTLE BEACH CORP TBCH 900450206 $20.0M 6.08% 1,607,989 SH
7 GEO GROUP INC Call GEO 36162J106 $7.4M 2.24% 250,100 SH
8 DAVE & BUSTERS ENTMT INC Call PLAY 238337109 $5.1M 1.56% 450,000 SH
9 TURTLE BEACH CORP Call TBCH 900450206 $4.4M 1.32% 350,000 SH
10 DAVE & BUSTERS ENTMT INC PLAY 238337109 $4.0M 1.21% 350,000 SH
11 NETGEAR INC Call NTGR 64111Q104 $2.9M 0.89% 125,300 SH
12 JACK IN THE BOX INC JACK 466367109 $2.9M 0.88% 182,404 SH
13 ALLOT LTD ALLT M0854Q105 $1.6M 0.48% 180,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-17 $329.5M 13 0001880817-26-000008
2026-03-31 2026-05-15 $130.1M 10 0001880817-26-000005
2025-12-31 2026-02-17 $170.5M 12 0001880817-26-000003