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Holdings (Monthly) Guide ↗

Heartland Value Fund

· Heartland Group Inc.
Monthly Holdings $1.2B AUM 36 positions Period Jun 2026 Filed Aug 21, 2026 EDGAR ↗ ← All Funds
All 6 New 36 Added 12 Reduced 7 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Century Communities Inc 156504300 Mar 2026 341,468 +66,468 $24.5M +55.1% 2.09% EC
2 Evertec Inc 30040P103 Mar 2026 750,000 +500,000 $20.8M +195.3% 1.78% EC
3 Cass Information Systems Inc 14808P109 Mar 2026 375,000 +29,318 $19.2M +26.5% 1.64% EC
4 Academy Sports & Outdoors Inc 00402L107 Mar 2026 400,000 +225,000 $18.9M +90.8% 1.61% EC
5 Chiron Real Estate Inc 37954A303 Mar 2026 500,000 +100,000 $18.8M +41.8% 1.60% EC
6 Quaker Chemical Corp 747316107 Mar 2026 115,000 +30,000 $18.3M +73.0% 1.56% EC
7 Lxp Industrial Trust 529043408 Mar 2026 337,200 +137,200 $18.2M +96.4% 1.55% EC
8 I3 Verticals Inc 46571Y107 Mar 2026 850,000 +350,000 $18.2M +62.4% 1.55% EC
9 Advantage Energy Ltd 00791P107 Mar 2026 2,400,000 +700,000 $17.4M +27.1% 1.49% EC
10 Haemonetics Corp 405024100 Mar 2026 200,000 +115,000 $15.0M +213.1% 1.28% EC
11 Forestar Group Inc 346232101 Mar 2026 408,823 +8,823 $12.9M +32.4% 1.11% EC
12 Sanmina Corp 801056102 Mar 2026 50,000 +10,000 $12.7M +144.0% 1.08% EC
13 Shoals Technologies Group Inc 82489W107 Mar 2026 1,250,000 +195,825 $12.4M +78.4% 1.06% EC
14 Unitil Corp 913259107 Mar 2026 232,349 +82,349 $12.2M +56.2% 1.05% EC
15 Astec Industries Inc 046224101 Mar 2026 200,000 +25,000 $12.2M +29.9% 1.05% EC
16 Primo Brands Corp 741623102 Mar 2026 500,000 +50,000 $12.2M +44.2% 1.04% EC
17 Sensata Technologies Holding Plc G8060N102 Mar 2026 250,000 +75,000 $11.9M +93.6% 1.02% EC
18 Seacoast Banking Corp Of Florida 811707801 Mar 2026 350,000 +50,000 $11.6M +28.1% 0.99% EC
19 Columbia Sportswear Co 198516106 Mar 2026 175,000 +15,000 $10.8M +23.4% 0.92% EC
20 Core Laboratories Inc 21867A105 Mar 2026 901,721 +751,721 $10.5M +317.1% 0.90% EC
21 Lyft Inc 55087P104 Mar 2026 700,000 +200,000 $10.2M +53.8% 0.87% EC
22 Quinstreet Inc 74874Q100 Mar 2026 600,000 +100,000 $8.8M +46.4% 0.75% EC
23 Doubledown Interactive Co Ltd 25862B109 Mar 2026 750,000 +350,000 $8.6M +154.7% 0.74% EC
24 Dentsply Sirona Inc 24906P109 Mar 2026 800,000 +200,000 $8.5M +22.0% 0.73% EC
25 Sonoco Products Co 835495102 Mar 2026 150,000 +50,000 $8.5M +56.3% 0.72% EC
26 Bank Of Marin Bancorp 063425102 Mar 2026 300,000 +50,000 $8.3M +29.7% 0.71% EC
27 Tetra Technologies Inc 88162F105 Mar 2026 700,000 +400,000 $7.9M +210.3% 0.68% EC
28 Dnow Inc 67011P100 Mar 2026 600,000 +50,000 $7.8M +18.8% 0.67% EC
29 Miller Industries Inc/tn 600551204 Mar 2026 150,000 +30,000 $7.7M +40.4% 0.66% EC
30 Alpine Income Property Trust Inc 02083X103 Mar 2026 350,000 +28,080 $7.3M +25.4% 0.62% EC
31 Oxford Industries Inc 691497309 Mar 2026 200,000 +31,387 $7.0M +7.4% 0.60% EC
32 First Internet Bancorp 320557101 Mar 2026 250,000 +10,000 $7.0M +42.1% 0.59% EC
33 Infusystem Holdings Inc 45685K102 Mar 2026 700,000 +190,000 $6.8M +43.5% 0.58% EC
34 Nrc Health 637372202 Mar 2026 300,000 +62,853 $6.5M +60.7% 0.55% EC
35 Audiocodes Ltd M15342104 Mar 2026 655,100 +3,516 $6.3M +15.7% 0.54% EC
36 Park Dental Partners Inc 700402100 Mar 2026 200,000 +10,461 $4.3M +35.5% 0.37% EC