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Holdings (Monthly) Guide ↗

Heartland Value Fund

· Heartland Group Inc.
Monthly Holdings $1.2B AUM 12 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 Silicon Motion Technology Corp 82706C108 Mar 2026 90,000 -100,000 $30.0M +40.6% 2.56% EC
2 Texas Capital Bancshares Inc 88224Q107 Mar 2026 222,888 -52,112 $23.0M -11.8% 1.97% EC
3 Nwpx Infrastructure Inc 667746101 Mar 2026 140,000 -60,000 $21.0M +34.8% 1.79% EC
4 Custom Truck One Source Inc 23204X103 Mar 2026 700,000 -300,000 $8.3M +25.8% 0.71% EC
5 Ichor Holdings Ltd G4740B105 Mar 2026 67,500 -132,500 $7.6M -18.7% 0.65% EC
6 Major Drilling Group International Inc 560909103 Mar 2026 675,000 -75,000 $7.2M -17.0% 0.61% EC
7 Pure Cycle Corp 746228303 Mar 2026 611,309 -15,955 $6.5M +3.8% 0.56% EC
8 Benchmark Electronics Inc 08160H101 Mar 2026 65,000 -35,000 $6.4M +14.4% 0.55% EC
9 Columbus Mckinnon Corp/ny 199333105 Mar 2026 400,000 -100,000 $6.1M -16.7% 0.52% EC
10 Papa John's International Inc 698813102 Mar 2026 160,000 -15,000 $5.9M +3.7% 0.50% EC
11 Lincoln Educational Services Corp 533535100 Mar 2026 100,000 -257,265 $5.0M -65.7% 0.43% EC
12 Global Water Resources Inc 379463102 Mar 2026 108,991 -341,009 $789K -76.9% 0.07% EC