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Holdings (Monthly) Guide ↗

Heartland Mid Cap Value Fund

· Heartland Group Inc.
Monthly Holdings $496M AUM 30 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 Teledyne Technologies Inc 879360105 Mar 2026 33,777 -315 $22.5M +9.2% 4.54% EC
2 Public Storage 74460D109 Mar 2026 52,778 -9,161 $16.8M +0.1% 3.39% EC
3 Watsco Inc 942622200 Mar 2026 37,366 -1,769 $15.6M +9.4% 3.14% EC
4 Jb Hunt Transport Services Inc 445658107 Mar 2026 52,954 -14,961 $15.3M +6.5% 3.09% EC
5 Keysight Technologies Inc 49338L103 Mar 2026 38,488 -1,322 $13.5M +19.9% 2.72% EC
6 Nov Inc 62955J103 Mar 2026 712,214 -12,630 $13.2M -3.1% 2.66% EC
7 Dr Horton Inc 23331A109 Mar 2026 69,970 -1,540 $11.4M +16.1% 2.30% EC
8 Firstenergy Corp 337932107 Mar 2026 212,086 -43,489 $10.1M -22.1% 2.03% EC
9 Arch Capital Group Ltd G0450A105 Mar 2026 94,073 -7,380 $9.1M -6.2% 1.84% EC
10 Cooper Cos Inc/the 216648501 Mar 2026 125,193 -7,100 $9.0M -5.1% 1.81% EC
11 Everest Group Ltd G3223R108 Mar 2026 22,561 -765 $8.1M +5.7% 1.63% EC
12 Nucor Corp 670346105 Mar 2026 35,457 -8,556 $7.9M +6.1% 1.59% EC
13 Packaging Corp Of America 695156109 Mar 2026 32,739 -2,972 $7.8M +2.9% 1.57% EC
14 Sysco Corp 871829107 Mar 2026 92,231 -49,822 $7.7M -23.9% 1.55% EC
15 Ball Corp 058498106 Mar 2026 116,853 -11,847 $7.3M -4.2% 1.47% EC
16 Northern Trust Corp 665859104 Mar 2026 40,813 -1,565 $7.1M +20.0% 1.43% EC
17 Pnc Financial Services Group Inc/the 693475105 Mar 2026 27,790 -1,079 $6.8M +13.9% 1.38% EC
18 Murphy Usa Inc 626755102 Mar 2026 12,458 -6,126 $6.7M -26.9% 1.35% EC
19 Southwest Airlines Co 844741108 Mar 2026 123,337 -32,727 $6.3M +8.2% 1.28% EC
20 Kirby Corp 497266106 Mar 2026 40,068 -3,298 $5.4M -5.5% 1.10% EC
21 Lincoln Electric Holdings Inc 533900106 Mar 2026 20,241 -1,765 $5.4M -2.0% 1.08% EC
22 Quest Diagnostics Inc 74834L100 Mar 2026 25,263 -1,560 $5.4M +1.9% 1.08% EC
23 A O Smith Corp 831865209 Mar 2026 81,247 -46,075 $5.1M -39.3% 1.03% EC
24 On Semiconductor Corp 682189105 Mar 2026 50,911 -86,339 $4.8M -43.4% 0.97% EC
25 Ingredion Inc 457187102 Mar 2026 47,073 -17,756 $4.5M -39.0% 0.90% EC
26 Vail Resorts Inc 91879Q109 Mar 2026 24,784 -1,970 $3.4M -1.7% 0.68% EC
27 Leidos Holdings Inc 525327102 Mar 2026 30,266 -7,942 $3.1M -47.6% 0.63% EC
28 Mohawk Industries Inc 608190104 Mar 2026 25,390 -20,968 $3.1M -32.5% 0.62% EC
29 Grand Canyon Education Inc 38526M106 Mar 2026 11,518 -1,310 $1.6M -24.4% 0.33% EC
30 Lam Research Corp 512807306 Mar 2026 2,992 -5,427 $1.3M -27.9% 0.26% EC