Holdings (Monthly) Guide ↗

Heartland Value Plus Fund

· Heartland Group Inc.

Monthly Holdings $332M AUM 2 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	Federal Agricultural Mortgage Corp	313148306	Jun 2026	35,000	NEW	$7.0M	—	2.11%	EC
2	Sonic Automotive Inc	83545G102	Jun 2026	42,500	NEW	$3.6M	—	1.09%	EC