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HEARTLAND ADVISORS INC

Q4 2023 · 13F-HR

HEARTLAND ADVISORS INCholdings as filed

Filed 2024-02-08 · accession 0000892712-24-000039

$1.91B
Reported value
183
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88224Q107TCBITEXAS CAP BANCSHARES INC$54.4M2.85%819,896CommonSOLE
62955J103NOVNOV INC$48.8M2.55%2,406,296CommonSOLE
G97822103PRGOPERRIGO CO PLC$37.8M1.98%1,174,686CommonSOLE
15135B101CNCCENTENE CORP DEL$33.4M1.74%449,756CommonSOLE
608190104MHKMOHAWK INDS INC$30.5M1.59%294,508CommonSOLE
858912108SRCLEURSTERICYCLE INC$29.7M1.55%583,545CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$28.7M1.50%208,177CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$27.8M1.45%138,952CommonSOLE
88076W103TDCTERADATA CORP DEL$27.6M1.44%635,023CommonSOLE
665859104NTRSNORTHERN TR CORP$26.9M1.41%319,021CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$25.3M1.32%489,798CommonSOLE
146229109CRICARTERS INC$24.0M1.25%300,542CommonSOLE
74460D109PSAPUBLIC STORAGE$23.0M1.20%75,322CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$22.3M1.17%521,045CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$21.1M1.10%316,300CommonSOLE
128030202CALMCAL MAINE FOODS INC$20.9M1.09%363,933CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$20.4M1.07%245,653CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$20.1M1.05%327,875CommonSOLE
405024100HAEHAEMONETICS CORP MASS$20.0M1.05%221,697CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$19.9M1.04%308,139CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$19.7M1.03%475,850CommonSOLE
297178105ESSESSEX PPTY TR INC$18.8M0.98%75,890CommonSOLE
42222N103HSTMHEALTHSTREAM INC$18.5M0.96%640,725CommonSOLE
457187102INGRINGREDION INC$18.4M0.96%169,161CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$18.0M0.94%585,201CommonSOLE
337932107FEFIRSTENERGY CORP$17.7M0.93%483,806CommonSOLE
156504300CCSCENTURY CMNTYS INC$17.7M0.93%194,546CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$17.6M0.92%367,093CommonSOLE
30161N101EXCEXELON CORP$17.5M0.92%488,291CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$17.5M0.92%1,745,400CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$17.0M0.89%339,215CommonSOLE
143130102KMXCARMAX INC$16.5M0.86%215,227CommonSOLE
410867105THGHANOVER INS GROUP INC$16.4M0.86%125,477CommonSOLE
127097103CTRACOTERRA ENERGY INC$16.4M0.86%643,150CommonSOLE
750236101RDNRADIAN GROUP INC$16.4M0.85%572,800CommonSOLE
139674105CCBGCAPITAL CITY BK GROUP INC$16.3M0.85%555,160CommonSOLE
489170100KMTKENNAMETAL INC$16.3M0.85%631,878CommonSOLE
74736K101QRVOQORVO INC$16.1M0.84%143,270CommonSOLE
91879Q109MTNVAIL RESORTS INC$16.1M0.84%75,525CommonSOLE
262037104DRQEURDRIL-QUIP INC$16.1M0.84%657,720CommonSOLE
14808P109CASSCASS INFORMATION SYS INC$15.9M0.83%353,662CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$15.6M0.82%135,000CommonSOLE
780287108RGLDROYAL GOLD INC$14.4M0.75%110,011CommonSOLE
70014A104PKEPARK AEROSPACE CORP$14.1M0.74%890,849CommonSOLE
595112103MUMICRON TECHNOLOGY INC$14.0M0.73%164,448CommonSOLE
525327102LDOSLEIDOS HLDGS INC$14.0M0.73%129,486CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$13.9M0.72%1,292,053CommonSOLE
667746101NWPXNORTHWEST PIPE CO$13.9M0.72%458,350CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$13.5M0.71%115,859CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$13.5M0.70%895,900CommonSOLE
346232101FORFORESTAR GROUP INC$13.2M0.69%400,000CommonSOLE
680223104ORIOLD REP INTL CORP$13.1M0.69%446,373CommonSOLE
152006102CGAUCENTERRA GOLD INC$13.1M0.68%2,194,500CommonSOLE
626717102MURMURPHY OIL CORP$13.0M0.68%282,462CommonSOLE
387328107GVAGRANITE CONSTR INC$13.0M0.68%235,777CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$13.0M0.68%220,440CommonSOLE
693506107PPGPPG INDS INC$12.8M0.67%85,595CommonSOLE
256677105DGDOLLAR GEN CORP NEW$12.6M0.66%92,697CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$12.6M0.66%400,000CommonSOLE
96145D105WRKUSDWESTROCK CO$12.5M0.65%300,000CommonSOLE
695156109PKGPACKAGING CORP AMER$12.3M0.64%75,197CommonSOLE
733174700BPOPPOPULAR INC$12.1M0.63%147,593CommonSOLE
00215F107ATNIATN INTL INC$12.0M0.63%286,978CommonSOLE
205768302CRKCOMSTOCK RES INC$12.0M0.63%1,256,545CommonSOLE
703395103PDCOEURPATTERSON COS INC$11.6M0.60%406,800CommonSOLE
46571Y107IIIVI3 VERTICALS INC$11.4M0.60%540,750CommonSOLE
30257X104FBKFB FINL CORP$11.2M0.59%261,267CommonSOLE
736508847PORPORTLAND GEN ELECTRIC CO$11.0M0.57%234,870CommonSOLE
L72967109OECORION S.A.$10.9M0.57%394,100CommonSOLE
942622200WSOWATSCO INC$10.9M0.57%25,332CommonSOLE
67011P100DNOWNOW INC$10.8M0.57%955,174CommonSOLE
677864100ODCOIL DRI CORP AMER$10.8M0.56%148,282CommonSOLE
058498106BALLBALL CORP$10.5M0.55%182,958CommonSOLE
73754Y100PTBPOTBELLY CORP$10.0M0.52%960,900CommonSOLE
M15342104AUDCAUDIOCODES LTD$10.0M0.52%825,400CommonSOLE
885160101THOTHOR INDS INC$9.9M0.52%83,949CommonSOLE
126501105CTSCTS CORP$9.9M0.51%208,946CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$9.8M0.51%353,800CommonSOLE
302301106EZPWEZCORP INC$9.8M0.51%1,118,450CommonSOLE
552848103MTGMGIC INVT CORP WIS$9.6M0.50%500,000CommonSOLE
G4809J106IGICINTL GNRL INSURANCE HLDNGS$9.6M0.50%746,800CommonSOLE
294628102HP5AEQUITY COMWLTH$9.6M0.50%500,773CommonSOLE
49926D109KNKNOWLES CORP$9.6M0.50%496,325CommonSOLE
42722X106HFWAHERITAGE FINL CORP WASH$9.5M0.50%446,000CommonSOLE
05350V106AVNSAVANOS MED INC$9.4M0.49%391,091CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$9.4M0.49%134,480CommonSOLE
903002103UMHUMH PPTYS INC$9.2M0.48%598,400CommonSOLE
38526M106LOPEGRAND CANYON ED INC$9.1M0.48%69,112CommonSOLE
902681105UGIUGI CORP NEW$9.0M0.47%364,450CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$8.8M0.46%56,953CommonSOLE
896095106TCBKTRICO BANCSHARES$8.6M0.45%200,000CommonSOLE
045487105ASBASSOCIATED BANC CORP$8.6M0.45%400,000CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$8.5M0.44%110,730CommonSOLE
34354P105FLSFLOWSERVE CORP$8.4M0.44%204,451CommonSOLE
004397105ARAYACCURAY INC$8.1M0.42%2,857,500CommonSOLE
08579X101BRYBERRY CORP$8.0M0.42%1,139,650CommonSOLE
143905107CSVCARRIAGE SVCS INC$8.0M0.42%319,046CommonSOLE
88362T103THRTHERMON GROUP HLDGS INC$7.9M0.41%242,850CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$7.9M0.41%55,996CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$7.8M0.41%64,323CommonSOLE
89469A104THSTREEHOUSE FOODS INC$7.7M0.40%172,727CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$7.7M0.40%68,412CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$7.6M0.40%375,000CommonSOLE
806882106SCHN1EURSCHNITZER STEEL INDS INC$7.5M0.39%233,339CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$7.5M0.39%245,683CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$7.4M0.39%75,000CommonSOLE
046224101ASTEASTEC INDS INC$7.3M0.38%182,793CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$7.2M0.38%62,686CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$7.1M0.37%198,438CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$7.0M0.37%209,615CommonSOLE
31154R109FPIFARMLAND PARTNERS INC$7.0M0.37%521,805CommonSOLE
68827L101OREUROSISKO GOLD ROYALTIES LTD$6.9M0.36%486,200CommonSOLE
02083X103PINEALPINE INCOME PPTY TR INC$6.8M0.35%400,000CommonSOLE
88822Q103TIPTTIPTREE INC$6.6M0.35%350,000CommonSOLE
498894104KNFKNIFE RIVER CORP$6.6M0.35%100,000CommonSOLE
901476101TWINTWIN DISC INC$6.5M0.34%400,000CommonSOLE
084423102WRBBERKLEY W R CORP$6.4M0.34%90,988CommonSOLE
497266106KEXKIRBY CORP$6.3M0.33%80,459CommonSOLE
719405102PLABPHOTRONICS INC$6.3M0.33%200,000CommonSOLE
831865209AOSSMITH A O CORP$6.2M0.32%74,908CommonSOLE
030371108AVDAMERICAN VANGUARD CORP$6.1M0.32%520,952CommonSOLE
591520200MEIMETHODE ELECTRS INC$6.1M0.32%256,295CommonSOLE
535555106LNNLINDSAY CORP$5.8M0.30%41,796CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$5.8M0.30%175,000CommonSOLE
422347104HTLDHEARTLAND EXPRESS INC$5.6M0.29%365,269CommonSOLE
644535106NGDNNEW GOLD INC CDA$5.5M0.29%3,750,000CommonSOLE
723787107PXDEURPIONEER NAT RES CO$5.4M0.28%24,169CommonSOLE
746228303PCYOPURE CYCLE CORP$5.2M0.27%500,000CommonSOLE
138103106UTE0CANTALOUPE INC$5.2M0.27%700,000CommonSOLE
30040P103EVTCEVERTEC INC$5.2M0.27%126,100CommonSOLE
320557101INBKFIRST INTERNET BANCORP$4.8M0.25%200,000CommonSOLE
45685K102INFUINFUSYSTEM HLDGS INC$4.8M0.25%454,728CommonSOLE
104674106BRCBRADY CORP$4.7M0.25%76,361CommonSOLE
443787205STRRHUDSON GLOBAL INC$4.7M0.24%301,466CommonSOLE
56146T103MAMAMAMAS CREATIONS INC$4.7M0.24%950,000CommonSOLE
02079K305GOOGLALPHABET INC$4.6M0.24%33,274CommonSOLE
416906105HBIOUSDHARVARD BIOSCIENCE INC$4.6M0.24%866,467CommonSOLE
610236101MNROMONRO INC$4.5M0.24%145,244CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.5M0.24%28,806CommonSOLE
596278101MIDDMIDDLEBY CORP$4.5M0.24%30,655CommonSOLE
G23773107CWCOCONSOLIDATED WATER CO INC$4.5M0.23%125,000CommonSOLE
302491303FMCFMC CORP$4.4M0.23%70,000CommonSOLE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$4.4M0.23%143,450CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M0.21%11,218CommonSOLE
714157203PESIPERMA-FIX ENVIRONMENTAL SVCS$3.9M0.21%500,000CommonSOLE
011659109ALKALASKA AIR GROUP INC$3.9M0.20%100,000CommonSOLE
12685J105CABOCABLE ONE INC$3.9M0.20%6,944CommonSOLE
890516107TRTOOTSIE ROLL INDS INC$3.7M0.20%104,412CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.6M0.19%14,624CommonSOLE
21871N101CXWCORECIVIC INC$3.3M0.17%209,049CommonSOLE
552676108MDC1USDM D C HLDGS INC$3.2M0.17%52,560CommonSOLE
573075108MRTNMARTEN TRANS LTD$3.1M0.16%150,000CommonSOLE
570535104MKLMARKEL GROUP INC$3.0M0.16%2,146CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$3.0M0.16%36,565CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$3.0M0.16%104,391CommonSOLE
904767704UNILEVER PLC$2.8M0.15%57,514CommonSOLE
26875P101EOGEOG RES INC$2.5M0.13%20,789CommonSOLE
8676EP108STKLSUNOPTA INC$2.5M0.13%450,000CommonSOLE
825698103SPARUSDSHYFT GROUP INC$2.4M0.13%200,000CommonSOLE
03475V101ANGOANGIODYNAMICS INC$2.4M0.13%287,192CommonSOLE
30034T103G2CEVERI HLDGS INC$2.3M0.12%200,000CommonSOLE
204149108CTBICOMMUNITY TR BANCORP INC$2.2M0.12%51,019CommonSOLE
136375102CNICANADIAN NATL RY CO$2.0M0.11%16,029CommonSOLE
29402E102ELAENVELA CORP$1.9M0.10%400,000CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$1.9M0.10%63,441CommonSOLE
17275R102CSCOCISCO SYS INC$1.9M0.10%37,668CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.9M0.10%38,625CommonSOLE
829073105SSDSIMPSON MFG INC$1.9M0.10%9,422CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$1.8M0.09%55,678CommonSOLE
25961D105DOUGDOUGLAS ELLIMAN INC$1.8M0.09%600,000CommonSOLE
882508104TXNTEXAS INSTRS INC$1.7M0.09%9,918CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$1.6M0.09%52,264CommonSOLE
855244109SBUXSTARBUCKS CORP$1.6M0.09%17,025CommonSOLE
511656100LKFNLAKELAND FINL CORP$1.5M0.08%23,699CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$1.4M0.07%7,977CommonSOLE
100557107SAMBOSTON BEER INC$1.4M0.07%4,101CommonSOLE
68389X105ORCLORACLE CORP$1.3M0.07%12,624CommonSOLE
97717W760DLSWISDOMTREE TR$699,7520.04%10,960CommonSOLE
443201108HWMHOWMET AEROSPACE INC$655,9890.03%12,121CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$618,5550.03%10,472CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$276,7150.01%2,029CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$258,0830.01%3,583CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$205,7850.01%5,473CommonSOLE

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.