BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Heartland Value Plus Fund

· Heartland Group Inc.
Monthly Holdings $332M AUM 11 positions Period Jun 2026 Filed Aug 21, 2026 EDGAR ↗ ← All Funds
All 2 New 11 Added 36 Reduced 2 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Renasant Corp 75970E107 Mar 2026 225,000 +50,000 $9.6M +51.4% 2.89% EC
2 Icon Plc G4705A100 Mar 2026 42,500 +27,500 $7.4M +344.8% 2.23% EC
3 Primo Brands Corp 741623102 Mar 2026 265,000 +40,000 $6.5M +52.9% 1.96% EC
4 Century Communities Inc 156504300 Mar 2026 90,000 +5,000 $6.4M +32.2% 1.95% EC
5 Quaker Chemical Corp 747316107 Mar 2026 40,000 +5,000 $6.4M +46.2% 1.92% EC
6 Idex Corp 45167R104 Mar 2026 25,000 +10,000 $5.7M +99.6% 1.72% EC
7 Academy Sports & Outdoors Inc 00402L107 Mar 2026 75,000 +5,000 $3.5M -10.5% 1.07% EC
8 Viper Energy Inc 64361Q101 Mar 2026 80,000 +5,000 $3.4M -3.8% 1.03% EC
9 Innovex International Inc 457651107 Mar 2026 135,000 +35,000 $3.3M +37.3% 1.01% EC
10 Hexcel Corp 428291108 Mar 2026 32,500 +12,500 $3.3M +100.9% 0.98% EC
11 Tyler Technologies Inc 902252105 Mar 2026 7,500 +3,250 $2.2M +50.7% 0.66% EC