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Holdings (Monthly) Guide ↗

Heartland Value Plus Fund

· Heartland Group Inc.
Monthly Holdings $332M AUM 36 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 Materion Corp 576690101 Mar 2026 37,500 -7,500 $11.2M +71.3% 3.37% EC
2 Royalty Pharma Plc G7709Q104 Mar 2026 190,000 -10,000 $10.7M +11.0% 3.22% EC
3 Lamar Advertising Co 512816109 Mar 2026 65,000 -5,000 $10.1M +14.4% 3.07% EC
4 Littelfuse Inc 537008104 Mar 2026 22,000 -3,000 $10.0M +18.1% 3.03% EC
5 Fnb Corp/pa 302520101 Mar 2026 525,000 -25,000 $10.0M +8.9% 3.03% EC
6 Associated Banc-corp 045487105 Mar 2026 325,000 -20,000 $10.0M +12.1% 3.02% EC
7 Seacoast Banking Corp Of Florida 811707801 Mar 2026 275,000 -25,000 $9.1M +0.6% 2.76% EC
8 Envista Holdings Corp 29415F104 Mar 2026 325,000 -50,000 $8.6M -10.0% 2.59% EC
9 Silicon Motion Technology Corp 82706C108 Mar 2026 25,000 -15,000 $8.3M +85.5% 2.52% EC
10 Fb Financial Corp 30257X104 Mar 2026 150,000 -25,000 $8.3M -8.7% 2.51% EC
11 Stifel Financial Corp 860630102 Mar 2026 112,500 -12,500 $7.8M -15.1% 2.37% EC
12 Gates Industrial Corp Plc G39108108 Mar 2026 280,000 -20,000 $7.8M +15.5% 2.37% EC
13 Phinia Inc 71880K101 Mar 2026 95,000 -5,000 $7.8M +14.3% 2.37% EC
14 Lattice Semiconductor Corp 518415104 Mar 2026 50,000 -10,000 $7.6M +37.4% 2.31% EC
15 Firstcash Holdings Inc 33768G107 Mar 2026 35,000 -2,500 $7.6M +7.4% 2.29% EC
16 Camden Property Trust 133131102 Mar 2026 65,000 -5,000 $7.4M +8.9% 2.25% EC
17 Semtech Corp 816850101 Mar 2026 45,000 -7,500 $7.3M +80.4% 2.20% EC
18 Cts Corp 126501105 Mar 2026 100,000 -25,000 $6.5M +9.2% 1.97% EC
19 Granite Construction Inc 387328107 Mar 2026 37,500 -10,000 $5.9M +4.1% 1.79% EC
20 One Gas Inc 68235P108 Mar 2026 70,000 -5,000 $5.4M -16.5% 1.63% EC
21 Nov Inc 62955J103 Mar 2026 280,000 -70,000 $5.2M -21.1% 1.57% EC
22 Magnolia Oil & Gas Corp 559663109 Mar 2026 200,000 -15,000 $5.1M -24.6% 1.55% EC
23 Cooper Cos Inc/the 216648501 Mar 2026 70,000 -10,000 $5.0M -12.2% 1.52% EC
24 Glacier Bancorp Inc 37637Q105 Mar 2026 90,000 -10,000 $4.6M +3.9% 1.40% EC
25 Sensient Technologies Corp 81725T100 Mar 2026 37,500 -2,500 $4.6M +33.7% 1.40% EC
26 Matador Resources Co 576485205 Mar 2026 92,500 -7,500 $4.6M -27.1% 1.39% EC
27 Generac Holdings Inc 368736104 Mar 2026 15,000 -5,000 $4.4M +12.4% 1.33% EC
28 Builders Firstsource Inc 12008R107 Mar 2026 47,500 -2,500 $4.3M +3.3% 1.28% EC
29 Wyndham Hotels & Resorts Inc 98311A105 Mar 2026 50,000 -5,000 $4.2M -5.8% 1.27% EC
30 Hayward Holdings Inc 421298100 Mar 2026 210,000 -115,000 $3.6M -16.4% 1.10% EC
31 Acushnet Holdings Corp 005098108 Mar 2026 30,000 -5,000 $3.6M +8.7% 1.07% EC
32 Brady Corp 104674106 Mar 2026 30,000 -45,000 $2.7M -54.9% 0.83% EC
33 Enerpac Tool Group Corp 292765104 Mar 2026 65,000 -35,000 $2.3M -36.1% 0.70% EC
34 Bj's Wholesale Club Holdings Inc 05550J101 Mar 2026 25,000 -5,000 $2.2M -26.1% 0.66% EC
35 Centerra Gold Inc 152006102 Mar 2026 100,000 -50,000 $1.6M -40.6% 0.48% EC
36 Algonquin Power & Utilities Corp 015857105 Mar 2026 200,000 -25,000 $1.2M -15.2% 0.35% EC