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HEARTLAND ADVISORS INC

Q3 2023 · 13F-HR

HEARTLAND ADVISORS INCholdings as filed

Filed 2023-11-08 · accession 0000892712-23-000135

$1.78B
Reported value
178
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
62955J103NOVNOV INC$48.0M2.70%2,296,926CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$46.8M2.63%760,764CommonSOLE
G97822103PRGOPERRIGO CO PLC$35.9M2.02%1,124,596CommonSOLE
15135B101CNCCENTENE CORP DEL$32.5M1.82%471,440CommonSOLE
88076W103TDCTERADATA CORP DEL$27.4M1.54%607,638CommonSOLE
608190104MHKMOHAWK INDS INC$26.9M1.51%313,437CommonSOLE
262037104DRQEURDRIL-QUIP INC$26.4M1.49%872,949CommonSOLE
146229109CRICARTERS INC$25.4M1.43%336,902CommonSOLE
405024100HAEHAEMONETICS CORP MASS$24.4M1.37%256,414CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$22.3M1.25%454,272CommonSOLE
297178105ESSESSEX PPTY TR INC$20.6M1.16%97,016CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$20.3M1.14%302,868CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$19.9M1.12%240,719CommonSOLE
739128106POWLPOWELL INDS INC$19.1M1.07%208,359CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$18.5M1.04%152,182CommonSOLE
205768302CRKCOMSTOCK RES INC$18.1M1.02%1,485,997CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$17.6M0.99%1,597,456CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$17.6M0.99%338,525CommonSOLE
858912108SRCLEURSTERICYCLE INC$17.4M0.98%375,289CommonSOLE
294628102HP5AEQUITY COMWLTH$17.3M0.97%943,509CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$17.0M0.96%567,627CommonSOLE
74736K101QRVOQORVO INC$17.0M0.95%177,988CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$16.7M0.94%1,981,327CommonSOLE
139674105CCBGCAPITAL CITY BK GROUP INC$16.6M0.93%555,160CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$16.6M0.93%87,815CommonSOLE
34354P105FLSFLOWSERVE CORP$16.3M0.92%409,800CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$15.7M0.88%277,560CommonSOLE
489170100KMTKENNAMETAL INC$15.7M0.88%630,152CommonSOLE
457187102INGRINGREDION INC$15.4M0.87%156,772CommonSOLE
70014A104PKEPARK AEROSPACE CORP$15.3M0.86%890,904CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$15.2M0.85%139,405CommonSOLE
695156109PKGPACKAGING CORP AMER$15.0M0.84%97,906CommonSOLE
42222N103HSTMHEALTHSTREAM INC$14.9M0.84%635,132CommonSOLE
680223104ORIOLD REP INTL CORP$14.5M0.82%539,524CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$14.5M0.82%599,417CommonSOLE
89469A104THSTREEHOUSE FOODS INC$14.5M0.82%302,223CommonSOLE
418056107HASHASBARO INC$14.5M0.82%219,668CommonSOLE
750236101RDNRADIAN GROUP INC$14.3M0.80%569,900CommonSOLE
410867105THGHANOVER INS GROUP INC$14.0M0.79%114,617CommonSOLE
723787107PXDEURPIONEER NAT RES CO$14.0M0.78%60,808CommonSOLE
667746101NWPXNORTHWEST PIPE CO$13.8M0.78%458,350CommonSOLE
387328107GVAGRANITE CONSTR INC$13.8M0.77%328,288CommonSOLE
156504300CCSCENTURY CMNTYS INC$13.1M0.73%195,734CommonSOLE
337932107FEFIRSTENERGY CORP$13.0M0.73%381,014CommonSOLE
05350V106AVNSAVANOS MED INC$12.8M0.72%573,095CommonSOLE
143130102KMXCARMAX INC$12.7M0.72%180,213CommonSOLE
902494103TSNTYSON FOODS INC$12.6M0.71%250,328CommonSOLE
14808P109CASSCASS INFORMATION SYS INC$12.5M0.70%336,527CommonSOLE
677864100ODCOIL DRI CORP AMER$12.4M0.70%182,482CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$12.4M0.69%895,900CommonSOLE
780287108RGLDROYAL GOLD INC$12.2M0.69%104,216CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$12.2M0.68%135,000CommonSOLE
703395103PDCOEURPATTERSON COS INC$12.1M0.68%407,300CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$11.9M0.67%136,976CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$11.8M0.66%286,544CommonSOLE
12685J105CABOCABLE ONE INC$11.7M0.65%18,932CommonSOLE
736508847PORPORTLAND GEN ELEC CO$11.6M0.65%260,496CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$11.6M0.65%94,522CommonSOLE
058498106BALLBALL CORP$11.6M0.65%232,792CommonSOLE
733174700BPOPPOPULAR INC$11.6M0.65%183,382CommonSOLE
49926D109KNKNOWLES CORP$11.5M0.65%703,775CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$11.4M0.64%152,518CommonSOLE
67011P100DNOWNOW INC$11.4M0.64%962,811CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$11.4M0.64%390,747CommonSOLE
46571Y107IIIVI3 VERTICALS INC$11.4M0.64%537,310CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$11.2M0.63%120,091CommonSOLE
942622200WSOWATSCO INC$11.0M0.62%29,192CommonSOLE
96145D105WRKUSDWESTROCK CO$11.0M0.62%307,500CommonSOLE
595112103MUMICRON TECHNOLOGY INC$10.9M0.61%160,785CommonSOLE
346232101FORFORESTAR GROUP INC$10.8M0.61%400,000CommonSOLE
806882106SCHN1EURSCHNITZER STEEL INDS INC$10.8M0.60%349,402CommonSOLE
152006102CGAUCENTERRA GOLD INC$10.7M0.60%2,191,300CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$10.3M0.58%200,000CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$10.1M0.57%102,856CommonSOLE
71742Q106PAHCPHILBRO ANIMAL HEALTH CORP$9.9M0.56%704,055CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$9.7M0.55%307,025CommonSOLE
422347104HTLDHEARTLAND EXPRESS INC$9.7M0.55%599,220CommonSOLE
127097103CTRACOTERRA ENERGY INC$9.7M0.55%358,721CommonSOLE
693506107PPGPPG INDS INC$9.5M0.54%73,414CommonSOLE
88362T103THRTHERMON GROUP HLDGS INC$9.5M0.53%345,700CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$9.4M0.53%214,150CommonSOLE
38526M106LOPEGRAND CANYON ED INC$9.4M0.53%79,997CommonSOLE
08579X101BRYBERRY CORP$9.3M0.52%1,137,100CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$9.2M0.52%234,447CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$9.1M0.51%140,716CommonSOLE
00215F107ATNIATN INTL INC$9.1M0.51%260,498CommonSOLE
30040P103EVTCEVERTEC INC$9.1M0.51%243,500CommonSOLE
497266106KEXKIRBY CORP$9.0M0.51%108,795CommonSOLE
046224101ASTEASTEC INDS INC$8.9M0.50%171,985CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$8.8M0.49%550,000CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$8.7M0.49%255,724CommonSOLE
G23773107CWCOCONSOLIDATED WATER CO INC$8.5M0.48%300,000CommonSOLE
205887102CAGCONAGRA BRANDS INC$8.5M0.48%310,191CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$8.5M0.48%350,150CommonSOLE
G4809J106IGICINTL GNRL INSURANCE HLDNGS L$8.4M0.47%744,600CommonSOLE
L72967109OECORION S.A.$8.4M0.47%394,100CommonSOLE
552848103MTGMGIC INVT CORP WIS$8.3M0.47%500,000CommonSOLE
302301106EZPWEZCORP INC$8.3M0.47%1,007,800CommonSOLE
903002103UMHUMH PPTYS INC$8.3M0.47%592,750CommonSOLE
885160101THOTHOR INDS INC$8.1M0.45%84,708CommonSOLE
M15342104AUDCAUDIOCODES LTD$7.9M0.44%780,500CommonSOLE
004397105ARAYACCURAY INC$7.7M0.44%2,847,800CommonSOLE
96758W101WOWWIDEOPENWEST INC$7.7M0.43%1,004,150CommonSOLE
143905107CSVCARRIAGE SVCS INC$7.7M0.43%271,400CommonSOLE
030371108AVDAMERICAN VANGUARD CORP$7.5M0.42%625,436CommonSOLE
73754Y100PTBPOTBELLY CORP$7.5M0.42%961,900CommonSOLE
42722X106HFWAHERITAGE FINL CORP WASH$7.4M0.41%452,100CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$7.4M0.41%787,400CommonSOLE
610236101MNROMONRO INC$7.2M0.40%234,489CommonSOLE
21871N101CXWCORECIVIC INC$7.1M0.40%573,517CommonSOLE
31154R109FPIFARMLAND PARTNERS INC$7.1M0.40%625,198CommonSOLE
045487105ASBASSOCIATED BANC CORP$6.8M0.38%400,000CommonSOLE
30034T103G2CEVERI HLDGS INC$6.6M0.37%500,000CommonSOLE
665859104NTRSNORTHERN TR CORP$6.6M0.37%94,467CommonSOLE
92763M105VIPER ENERGY PARTNERS LP$6.6M0.37%235,000CommonSOLE
02083X103PINEALPINE INCOME PPTY TR INC$6.5M0.37%400,000CommonSOLE
896095106TCBKTRICO BANCSHARES$6.4M0.36%200,000CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$5.9M0.33%75,000CommonSOLE
88822Q103TIPTTIPTREE INC$5.9M0.33%350,000CommonSOLE
443787205STRRHUDSON GLOBAL INC$5.7M0.32%301,466CommonSOLE
831865209AOSSMITH A O CORP$5.6M0.32%85,108CommonSOLE
138103106UTE0CANTALOUPE INC$5.6M0.32%900,000CommonSOLE
68827L101OREUROSISKO GOLD ROYALTIES LTD$5.6M0.32%478,200CommonSOLE
746228303PCYOPURE CYCLE CORP$5.5M0.31%576,750CommonSOLE
901476101TWINTWIN DISC INC$5.5M0.31%400,000CommonSOLE
30161N101EXCEXELON CORP$5.5M0.31%144,650CommonSOLE
714157203PESIPERMA-FIX ENVIRONMENTAL SVCS$5.2M0.29%500,000CommonSOLE
25960R105PLOWDOUGLAS DYNAMICS INC$5.2M0.29%156,340CommonSOLE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$5.2M0.29%208,500CommonSOLE
24790A101DENBURY INC$4.9M0.28%50,000CommonSOLE
498894104KNFKNIFE RIVER CORP$4.9M0.27%100,000CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.9M0.27%31,281CommonSOLE
45685K102INFUINFUSYSTEM HLDGS INC$4.8M0.27%500,000CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$4.8M0.27%52,101CommonSOLE
535555106LNNLINDSAY CORP$4.7M0.27%36,497CommonSOLE
591520200MEIMETHODE ELECTRS INC$4.6M0.26%182,580CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$4.6M0.26%37,249CommonSOLE
570535104MKLMARKEL GROUP INC$4.6M0.26%3,108CommonSOLE
02079K305GOOGLALPHABET INC$4.6M0.26%34,835CommonSOLE
719405102PLABPHOTRONICS INC$4.5M0.26%225,000CommonSOLE
825698103SPARUSDSHYFT GROUP INC$4.5M0.25%300,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWY INC DEL$4.2M0.23%11,864CommonSOLE
56146T103MAMAMAMAS CREATIONS INC$4.2M0.23%950,000CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$4.1M0.23%125,000CommonSOLE
416906105HBIOUSDHARVARD BIOSCIENCE INC$3.7M0.21%866,467CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.7M0.21%14,376CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$3.7M0.21%130,249CommonSOLE
16150R104CJCDCHASE CORP$3.7M0.21%28,763CommonSOLE
218683100CMTCORE MOLDING TECHNOLOGIES IN$3.4M0.19%120,000CommonSOLE
925815102VICRVICOR CORP$3.4M0.19%52,118CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$3.3M0.18%26,898CommonSOLE
320557101INBKFIRST INTERNET BANCORP$3.2M0.18%200,000CommonSOLE
644535106NGDNNEW GOLD INC CDA$3.2M0.18%3,500,000CommonSOLE
91879Q109MTNVAIL RESORTS INC$3.2M0.18%14,293CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$3.2M0.18%34,390CommonSOLE
03475V101ANGOANGIODYNAMICS INC$3.2M0.18%390,884CommonSOLE
904767704UNILEVER PLC$3.1M0.17%61,925CommonSOLE
573075108MRTNMARTEN TRANS LTD$3.0M0.17%150,000CommonSOLE
26875P101EOGEOG RES INC$2.9M0.16%22,687CommonSOLE
G5698W116LXFRLUXFER HLDGS PLC$2.6M0.15%200,000CommonSOLE
17275R102CSCOCISCO SYS INC$2.1M0.12%39,664CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$2.1M0.12%69,844CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$2.0M0.11%58,515CommonSOLE
29402E102ELAENVELA CORP$1.9M0.11%400,000CommonSOLE
136375102CNICANADIAN NATL RY CO$1.8M0.10%17,039CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.7M0.09%41,282CommonSOLE
100557107SAMBOSTON BEER INC$1.7M0.09%4,321CommonSOLE
855244109SBUXSTARBUCKS CORP$1.6M0.09%18,047CommonSOLE
8676EP108STKLSUNOPTA INC$1.5M0.09%450,000CommonSOLE
829073105SSDSIMPSON MFG INC$1.5M0.08%9,911CommonSOLE
68389X105ORCLORACLE CORP$1.4M0.08%13,000CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$1.3M0.07%8,528CommonSOLE
511656100LKFNLAKELAND FINL CORP$1.2M0.07%25,132CommonSOLE
686275108OESXUSDORION ENERGY SYS INC$900,4110.05%714,612CommonSOLE
128030202CALMCAL MAINE FOODS INC$724,7020.04%14,967CommonSOLE
97717W760DLSWISDOMTREE TR$629,8710.04%10,960CommonSOLE
443201108HWMHOWMET AEROSPACE INC$597,5960.03%12,921CommonSOLE
25961D105DOUGDOUGLAS ELLIMAN INC$530,7520.03%234,846CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.