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Holdings (Monthly) Guide ↗

Heartland Mid Cap Value Fund

· Heartland Group Inc.
Monthly Holdings $496M AUM 15 positions Period Jun 2026 Filed Aug 21, 2026 EDGAR ↗ ← All Funds
All 2 New 15 Added 30 Reduced 2 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Eog Resources Inc 26875P101 Mar 2026 143,245 +19,077 $18.6M +3.5% 3.75% EC
2 Becton Dickinson & Co 075887109 Mar 2026 96,279 +8,772 $14.6M +5.9% 2.94% EC
3 Humana Inc 444859102 Mar 2026 26,675 +8,052 $10.6M +228.1% 2.14% EC
4 Kinder Morgan Inc 49456B101 Mar 2026 323,694 +48,424 $10.3M +12.1% 2.09% EC
5 Wec Energy Group Inc 92939U106 Mar 2026 84,979 +43,515 $9.9M +106.7% 2.00% EC
6 Xcel Energy Inc 98389B100 Mar 2026 119,540 +13,147 $9.6M +13.6% 1.94% EC
7 Centene Corp 15135B101 Mar 2026 148,051 +25,025 $9.5M +135.9% 1.92% EC
8 Marketaxess Holdings Inc 57060D108 Mar 2026 81,487 +35,805 $9.2M +22.7% 1.86% EC
9 Hubbell Inc 443510607 Mar 2026 15,202 +3,455 $8.0M +38.0% 1.60% EC
10 Waters Corp 941848103 Mar 2026 20,595 +11,712 $7.7M +192.0% 1.56% EC
11 Msa Safety Inc 553498106 Mar 2026 40,816 +12,419 $7.1M +53.1% 1.44% EC
12 Thor Industries Inc 885160101 Mar 2026 92,178 +29,962 $6.9M +39.4% 1.40% EC
13 Carlisle Cos Inc 142339100 Mar 2026 16,894 +1,656 $6.1M +20.5% 1.24% EC
14 Fidelity National Information Services Inc 31620M106 Mar 2026 128,848 +56,570 $5.0M +47.8% 1.01% EC
15 Willis Towers Watson Plc G96629103 Mar 2026 16,727 +3,245 $4.4M +11.6% 0.88% EC