Titelia

Holdings of Heartland Mid Cap Value Fund

HEARTLAND GROUP INC. · 60 declared positions · as of Mar 31, 2026

Original filing · Net assets 460.7M $ · Ten largest lines: 34.3 % of the equity sleeve

Country breakdown

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US 57443.3M $96.68 %
BM 19.7M $2.12 %
IE 25.5M $1.19 %

Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.

Positions

CompanySharesValue (USD)Weight
Teledyne Technologies Inc 34,09220.6M $4.48 %
EOG Resources Inc 124,16818M $3.90 %
Exelon Corp 363,48917.8M $3.87 %
Public Storage 61,93916.8M $3.64 %
Hershey Co/The 72,61715.1M $3.28 %
JB Hunt Transport Services Inc 67,91514.4M $3.12 %
Watsco Inc 39,13514.2M $3.09 %
Becton Dickinson & Co 87,50713.8M $2.99 %
NOV Inc 724,84413.6M $2.96 %
FirstEnergy Corp 255,57512.9M $2.81 %
Keysight Technologies Inc 39,81011.2M $2.44 %
Sysco Corp 142,05310.1M $2.20 %
DR Horton Inc 71,5109.8M $2.13 %
Arch Capital Group Ltd 101,4539.7M $2.11 %
Cooper Cos Inc/The 132,2939.5M $2.05 %
Kinder Morgan, Inc. 275,2709.2M $2.00 %
Murphy USA Inc 18,5849.2M $1.99 %
Camden Property Trust 91,8669M $1.95 %
ON Semiconductor Corp 137,2508.5M $1.84 %
Xcel Energy Inc 106,3938.5M $1.83 %
A O Smith Corp 127,3228.4M $1.82 %
Donaldson Co Inc 95,6168.1M $1.76 %
Everest Group Ltd 23,3267.6M $1.65 %
Ball Corp 128,7007.6M $1.65 %
Packaging Corp of America 35,7117.6M $1.65 %
MarketAxess Holdings Inc 45,6827.5M $1.64 %
Nucor Corp 44,0137.4M $1.62 %
Ingredion Inc 64,8297.3M $1.59 %
PPG Industries Inc 61,2956.6M $1.42 %
SLB Ltd 126,0326.5M $1.41 %
Aramark 155,7996.3M $1.37 %
PNC Financial Services Group Inc/The 28,8696M $1.30 %
Leidos Holdings Inc 38,2085.9M $1.29 %
Northern Trust Corp 42,3785.9M $1.28 %
Southwest Airlines Co 156,0645.9M $1.27 %
Hubbell Inc 11,7475.8M $1.25 %
Kirby Corp 43,3665.8M $1.25 %
Lincoln Electric Holdings Inc 22,0065.5M $1.19 %
Texas Capital Bancshares Inc 56,3815.3M $1.16 %
Quest Diagnostics Inc 26,8235.3M $1.14 %
Carlisle Cos Inc 15,2385.1M $1.10 %
Molina Healthcare Inc 38,1195.1M $1.10 %
Thor Industries Inc 62,2165M $1.08 %
WEC Energy Group Inc 41,4644.8M $1.04 %
MSA Safety Inc 28,3974.7M $1.01 %
Raymond James Financial Inc 31,9804.6M $1.01 %
Mohawk Industries Inc 46,3584.6M $0.99 %
Middleby Corp/The 31,7444.2M $0.91 %
Centene Corp 123,0264M $0.87 %
Willis Towers Watson PLC 13,4823.9M $0.85 %
Robert Half Inc 153,2053.9M $0.84 %
Old Republic International Corp 92,5993.7M $0.80 %
Vail Resorts Inc 26,7543.4M $0.75 %
Fidelity National Information Services Inc 72,2783.4M $0.74 %
Humana Inc 18,6233.2M $0.70 %
Waters Corp 8,8832.6M $0.57 %
TE Connectivity PLC 11,8452.5M $0.54 %
Grand Canyon Education Inc 12,8282.2M $0.47 %
Lam Research Corp 8,4191.8M $0.39 %
Perrigo Co PLC 144,5821.6M $0.34 %