Heartland Advisors as of Dec. 31, 2024
Portfolio Holdings for Heartland Advisors
Heartland Advisors holds 198 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Capital Bancshares (TCBI) | 2.5 | $46M | 589k | 78.20 | |
| Mohawk Industries (MHK) | 1.9 | $34M | 288k | 119.13 | |
| Teledyne Technologies Incorporated (TDY) | 1.7 | $31M | 67k | 464.13 | |
| Glacier Ban (GBCI) | 1.5 | $28M | 566k | 50.22 | |
| Centene Corporation (CNC) | 1.5 | $28M | 457k | 60.58 | |
| Public Storage (PSA) | 1.4 | $27M | 89k | 299.44 | |
| Chart Industries (GTLS) | 1.4 | $26M | 135k | 190.84 | |
| Nov (NOV) | 1.4 | $25M | 1.7M | 14.60 | |
| Seacoast Bkg Corp Fla Com New (SBCF) | 1.3 | $25M | 897k | 27.53 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 1.3 | $24M | 447k | 54.05 | |
| Quest Diagnostics Incorporated (DGX) | 1.3 | $23M | 155k | 150.86 | |
| Becton, Dickinson and (BDX) | 1.2 | $22M | 98k | 226.87 | |
| Perrigo SHS (PRGO) | 1.2 | $22M | 866k | 25.71 | |
| J.B. Hunt Transport Services (JBHT) | 1.2 | $22M | 130k | 170.66 | |
| Capital City Bank (CCBG) | 1.2 | $22M | 601k | 36.65 | |
| Lincoln Educational Services Corporation (LINC) | 1.2 | $21M | 1.4M | 15.82 | |
| Kimberly-Clark Corporation (KMB) | 1.1 | $21M | 159k | 131.04 | |
| Barrett Business Services (BBSI) | 1.1 | $21M | 475k | 43.44 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 1.1 | $20M | 175k | 116.04 | |
| Essex Property Trust (ESS) | 1.1 | $20M | 70k | 285.44 | |
| I3 Verticals Com Cl A (IIIV) | 1.0 | $19M | 812k | 23.04 | |
| First American Financial (FAF) | 1.0 | $19M | 299k | 62.44 | |
| Potlatch Corporation (PCH) | 1.0 | $19M | 471k | 39.25 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 1.0 | $18M | 348k | 53.04 | |
| Northern Trust Corporation (NTRS) | 1.0 | $18M | 174k | 102.50 | |
| Cass Information Systems (CASS) | 0.9 | $17M | 417k | 40.91 | |
| FirstEnergy (FE) | 0.9 | $17M | 425k | 39.78 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 0.9 | $17M | 441k | 37.91 | |
| MGIC Investment (MTG) | 0.9 | $16M | 688k | 23.71 | |
| Fb Finl (FBK) | 0.9 | $16M | 311k | 51.51 | |
| Ball Corporation (BALL) | 0.9 | $16M | 287k | 55.13 | |
| Northwest Pipe Company (NWPX) | 0.9 | $16M | 327k | 48.26 | |
| Primoris Services (PRIM) | 0.8 | $15M | 200k | 76.40 | |
| Old Republic International Corporation (ORI) | 0.8 | $15M | 414k | 36.19 | |
| SYSCO Corporation (SYY) | 0.8 | $15M | 194k | 76.46 | |
| Robert Half International (RHI) | 0.8 | $14M | 204k | 70.46 | |
| EOG Resources (EOG) | 0.8 | $14M | 117k | 122.58 | |
| W.R. Berkley Corporation (WRB) | 0.8 | $14M | 242k | 58.52 | |
| PPG Industries (PPG) | 0.8 | $14M | 119k | 119.45 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.8 | $14M | 547k | 25.54 | |
| ON Semiconductor (ON) | 0.8 | $14M | 220k | 63.05 | |
| Fidelity National Information Services (FIS) | 0.7 | $14M | 169k | 80.77 | |
| Leidos Holdings (LDOS) | 0.7 | $14M | 94k | 144.06 | |
| Dentsply Sirona (XRAY) | 0.7 | $14M | 712k | 18.98 | |
| Donaldson Company (DCI) | 0.7 | $13M | 200k | 67.35 | |
| Carriage Services (CSV) | 0.7 | $13M | 334k | 39.85 | |
| Willis Towers Watson SHS (WTW) | 0.7 | $13M | 42k | 313.24 | |
| Hershey Company (HSY) | 0.7 | $13M | 78k | 169.35 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.7 | $13M | 1.1M | 12.22 | |
| Thor Industries (THO) | 0.7 | $13M | 136k | 95.71 | |
| Semtech Corporation (SMTC) | 0.7 | $13M | 209k | 61.85 | |
| Centerra Gold (CGAU) | 0.7 | $13M | 2.3M | 5.69 | |
| Intl Gnrl Insurance Hldngs L SHS (IGIC) | 0.7 | $13M | 540k | 23.76 | |
| Radian (RDN) | 0.7 | $13M | 400k | 31.72 | |
| Gates Indl Corp Ord Shs (GTES) | 0.7 | $13M | 615k | 20.57 | |
| Watsco, Incorporated (WSO) | 0.7 | $13M | 26k | 473.89 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.7 | $12M | 400k | 30.77 | |
| Viper Energy Cl A | 0.7 | $12M | 250k | 49.07 | |
| Patterson Companies (PDCO) | 0.7 | $12M | 395k | 30.86 | |
| Skechers U S A Cl A | 0.7 | $12M | 181k | 67.24 | |
| Sealed Air (SEE) | 0.7 | $12M | 359k | 33.83 | |
| Ingredion Incorporated (INGR) | 0.7 | $12M | 88k | 137.56 | |
| New Gold Inc Cda (NGD) | 0.7 | $12M | 4.8M | 2.48 | |
| CTS Corporation (CTS) | 0.6 | $12M | 225k | 52.73 | |
| Century Communities (CCS) | 0.6 | $12M | 158k | 73.36 | |
| Stifel Financial (SF) | 0.6 | $11M | 107k | 106.08 | |
| Exelon Corporation (EXC) | 0.6 | $11M | 299k | 37.64 | |
| Wec Energy Group (WEC) | 0.6 | $11M | 118k | 94.04 | |
| TriCo Bancshares (TCBK) | 0.6 | $11M | 250k | 43.70 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.6 | $11M | 437k | 24.58 | |
| Alpine Income Ppty Tr (PINE) | 0.6 | $11M | 631k | 16.79 | |
| Vail Resorts (MTN) | 0.6 | $10M | 55k | 187.45 | |
| Forestar Group (FOR) | 0.6 | $10M | 393k | 25.92 | |
| Packaging Corporation of America (PKG) | 0.6 | $10M | 45k | 225.13 | |
| Centrus Energy Corp Cl A (LEU) | 0.5 | $10M | 151k | 66.61 | |
| Hanover Insurance (THG) | 0.5 | $10M | 64k | 154.66 | |
| UGI Corporation (UGI) | 0.5 | $9.9M | 350k | 28.23 | |
| Hayward Hldgs (HAYW) | 0.5 | $9.6M | 628k | 15.29 | |
| Associated Banc- (ASB) | 0.5 | $9.6M | 400k | 23.90 | |
| Grand Canyon Education (LOPE) | 0.5 | $9.4M | 57k | 163.80 | |
| Teleflex Incorporated (TFX) | 0.5 | $9.2M | 52k | 177.98 | |
| HealthStream (HSTM) | 0.5 | $9.1M | 287k | 31.80 | |
| Lamar Advertising Cl A (LAMR) | 0.5 | $9.1M | 75k | 121.74 | |
| Materion Corporation (MTRN) | 0.5 | $9.0M | 91k | 98.88 | |
| Hallador Energy (HNRG) | 0.5 | $9.0M | 785k | 11.45 | |
| Lamb Weston Hldgs (LW) | 0.5 | $9.0M | 134k | 66.83 | |
| Community Trust Ban (CTBI) | 0.5 | $9.0M | 169k | 53.03 | |
| Brady Corp Cl A (BRC) | 0.5 | $8.8M | 119k | 73.85 | |
| National Fuel Gas (NFG) | 0.5 | $8.8M | 145k | 60.68 | |
| Potbelly (PBPB) | 0.5 | $8.7M | 924k | 9.42 | |
| Stewart Information Services Corporation (STC) | 0.5 | $8.4M | 125k | 67.49 | |
| Audiocodes Ord (AUDC) | 0.5 | $8.4M | 859k | 9.74 | |
| CarMax (KMX) | 0.4 | $8.1M | 100k | 81.76 | |
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.4 | $8.1M | 187k | 43.05 | |
| Photronics (PLAB) | 0.4 | $8.0M | 341k | 23.56 | |
| Granite Construction (GVA) | 0.4 | $8.0M | 91k | 87.71 | |
| Pure Cycle Corp Com New (PCYO) | 0.4 | $8.0M | 627k | 12.68 | |
| Customers Ban (CUBI) | 0.4 | $7.7M | 158k | 48.68 | |
| Hexcel Corporation (HXL) | 0.4 | $7.6M | 121k | 62.70 | |
| Accuray Incorporated (ARAY) | 0.4 | $7.6M | 3.8M | 1.98 | |
| Haemonetics Corporation (HAE) | 0.4 | $7.3M | 93k | 78.08 | |
| Landsea Homes Corp | 0.4 | $7.3M | 854k | 8.49 | |
| First Internet Bancorp (INBK) | 0.4 | $7.2M | 200k | 35.99 | |
| International Paper Company (IP) | 0.4 | $7.1M | 132k | 53.82 | |
| A. O. Smith Corporation (AOS) | 0.4 | $7.1M | 104k | 68.21 | |
| Orion Engineered Carbons (OEC) | 0.4 | $7.1M | 447k | 15.79 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.4 | $7.0M | 300k | 23.38 | |
| Alaska Air (ALK) | 0.4 | $7.0M | 108k | 64.75 | |
| Thermon Group Holdings (THR) | 0.4 | $6.9M | 240k | 28.77 | |
| Now (DNOW) | 0.4 | $6.9M | 527k | 13.01 | |
| Quaker Chemical Corporation (KWR) | 0.4 | $6.8M | 48k | 140.76 | |
| Tiptree Finl Inc cl a (TIPT) | 0.4 | $6.8M | 325k | 20.86 | |
| Heritage Financial Corporation (HFWA) | 0.4 | $6.7M | 275k | 24.50 | |
| Middleby Corporation (MIDD) | 0.4 | $6.7M | 50k | 135.45 | |
| Cantaloupe (CTLP) | 0.4 | $6.7M | 700k | 9.51 | |
| Kirby Corporation (KEX) | 0.4 | $6.5M | 61k | 105.80 | |
| Lindsay Corporation (LNN) | 0.3 | $6.4M | 54k | 118.31 | |
| Plymouth Indl Reit (PLYM) | 0.3 | $6.2M | 351k | 17.80 | |
| Astec Industries (ASTE) | 0.3 | $6.2M | 185k | 33.60 | |
| Sensient Technologies Corporation (SXT) | 0.3 | $6.1M | 86k | 71.26 | |
| Matador Resources (MTDR) | 0.3 | $6.0M | 107k | 56.26 | |
| Integer Hldgs (ITGR) | 0.3 | $6.0M | 45k | 132.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $5.8M | 31k | 189.30 | |
| Healthcare Services (HCSG) | 0.3 | $5.8M | 500k | 11.62 | |
| Custom Truck One Source Com Cl A (CTOS) | 0.3 | $5.8M | 1.2M | 4.81 | |
| Raymond James Financial (RJF) | 0.3 | $5.7M | 37k | 155.33 | |
| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.3 | $5.5M | 134k | 41.09 | |
| Valero Energy Corporation (VLO) | 0.3 | $5.2M | 43k | 122.59 | |
| V.F. Corporation (VFC) | 0.3 | $5.2M | 242k | 21.46 | |
| Delek Us Holdings (DK) | 0.3 | $5.2M | 280k | 18.50 | |
| Fmc Corp Com New (FMC) | 0.3 | $5.1M | 106k | 48.61 | |
| Lincoln Electric Holdings (LECO) | 0.3 | $5.1M | 27k | 187.47 | |
| Championx Corp (CHX) | 0.3 | $5.1M | 187k | 27.19 | |
| Ego (EGO) | 0.3 | $4.7M | 317k | 14.87 | |
| PNC Financial Services (PNC) | 0.3 | $4.7M | 24k | 192.85 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.7M | 10k | 453.28 | |
| Knife River Corp Common Stock (KNF) | 0.2 | $4.6M | 45k | 101.64 | |
| Alexander & Baldwin (ALEX) | 0.2 | $4.4M | 250k | 17.74 | |
| Perma-fix Environmental Svcs Com New (PESI) | 0.2 | $4.4M | 400k | 11.07 | |
| Te Connectivity Ord Shs (TEL) | 0.2 | $4.4M | 31k | 142.97 | |
| Constellation Energy (CEG) | 0.2 | $4.3M | 19k | 223.71 | |
| InfuSystem Holdings (INFU) | 0.2 | $4.2M | 500k | 8.45 | |
| Envista Hldgs Corp (NVST) | 0.2 | $4.1M | 215k | 19.29 | |
| Benchmark Electronics (BHE) | 0.2 | $4.1M | 91k | 45.40 | |
| Academy Sports & Outdoor (ASO) | 0.2 | $4.0M | 70k | 57.53 | |
| Science App Int'l (SAIC) | 0.2 | $3.9M | 35k | 111.78 | |
| Seaboard Corporation (SEB) | 0.2 | $3.9M | 1.6k | 2429.66 | |
| Sunopta (STKL) | 0.2 | $3.9M | 500k | 7.70 | |
| Hudson Global Com New (STRR) | 0.2 | $3.8M | 292k | 13.05 | |
| Evertec (EVTC) | 0.2 | $3.8M | 110k | 34.53 | |
| Columbus McKinnon (CMCO) | 0.2 | $3.7M | 100k | 37.24 | |
| Unilever Spon Adr New (UL) | 0.2 | $3.7M | 65k | 56.70 | |
| Kennametal (KMT) | 0.2 | $3.6M | 151k | 24.02 | |
| Marcus Corporation (MCS) | 0.2 | $3.2M | 150k | 21.50 | |
| New Jersey Resources Corporation (NJR) | 0.2 | $3.1M | 67k | 46.65 | |
| Northwestern Energy Group In Com New (NWE) | 0.2 | $3.0M | 56k | 53.46 | |
| Johnson & Johnson (JNJ) | 0.2 | $3.0M | 21k | 144.62 | |
| One Gas (OGS) | 0.2 | $3.0M | 43k | 69.25 | |
| Charles River Laboratories (CRL) | 0.2 | $3.0M | 16k | 184.60 | |
| MidWestOne Financial (MOFG) | 0.2 | $2.9M | 100k | 29.12 | |
| Consolidated Water Ord (CWCO) | 0.2 | $2.8M | 109k | 25.89 | |
| Harvard Bioscience (HBIO) | 0.1 | $2.5M | 1.2M | 2.11 | |
| Starbucks Corporation (SBUX) | 0.1 | $2.4M | 27k | 91.25 | |
| Wayfair Cl A (W) | 0.1 | $2.4M | 55k | 44.32 | |
| Encompass Health Corp (EHC) | 0.1 | $2.4M | 26k | 92.35 | |
| Mamamancini's Holdings (MAMA) | 0.1 | $2.4M | 300k | 7.96 | |
| Marten Transport (MRTN) | 0.1 | $2.3M | 150k | 15.61 | |
| Babcock & Wilcox Enterpr (BW) | 0.1 | $2.3M | 1.4M | 1.64 | |
| Twin Disc, Incorporated (TWIN) | 0.1 | $2.1M | 180k | 11.75 | |
| Quad / Graphics Com Cl A (QUAD) | 0.1 | $2.1M | 300k | 6.97 | |
| Cisco Systems (CSCO) | 0.1 | $2.1M | 35k | 59.20 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $2.0M | 11k | 187.51 | |
| Bwx Technologies (BWXT) | 0.1 | $2.0M | 18k | 111.39 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $2.0M | 11k | 176.67 | |
| Algoma Stl Group (ASTL) | 0.1 | $2.0M | 200k | 9.78 | |
| Acushnet Holdings Corp (GOLF) | 0.1 | $1.9M | 27k | 71.08 | |
| Oracle Corporation (ORCL) | 0.1 | $1.9M | 11k | 166.64 | |
| Suncor Energy (SU) | 0.1 | $1.8M | 52k | 35.68 | |
| Anavex Life Sciences Corp Com New (AVXL) | 0.1 | $1.7M | 156k | 10.74 | |
| Lakeland Financial Corporation (LKFN) | 0.1 | $1.5M | 22k | 68.76 | |
| Pbf Energy Cl A (PBF) | 0.1 | $1.4M | 54k | 26.55 | |
| Micron Technology (MU) | 0.1 | $1.4M | 16k | 84.16 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.4M | 13k | 107.57 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.1 | $1.4M | 50k | 27.40 | |
| Canadian Natl Ry (CNI) | 0.1 | $1.2M | 12k | 101.51 | |
| Firstcash Holdings (FCFS) | 0.1 | $1.1M | 11k | 103.60 | |
| Simpson Manufacturing (SSD) | 0.0 | $888k | 5.4k | 165.83 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $589k | 4.3k | 137.57 | |
| Boston Beer Cl A (SAM) | 0.0 | $415k | 1.4k | 299.98 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $222k | 2.8k | 78.61 | |
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $199k | 3.2k | 62.95 | |
| Cal Maine Foods Com New (CALM) | 0.0 | $111k | 1.1k | 102.92 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $109k | 1.3k | 85.66 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $67k | 796.00 | 84.14 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $47k | 213.00 | 220.96 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $35k | 714.00 | 48.33 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $29k | 221.00 | 131.76 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $21k | 283.00 | 75.69 |