MondegarAI
HEARTLAND ADVISORS INC

Q2 2024 · 13F-HR

HEARTLAND ADVISORS INCholdings as filed

Filed 2024-08-08 · accession 0000892712-24-000096

$1.79B
Reported value
178
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
608190104MHKMOHAWK INDS INC$43.3M2.42%380,937CommonSOLE
62955J103NOVNOV INC$39.4M2.21%2,073,689CommonSOLE
G97822103PRGOPERRIGO CO PLC$32.9M1.84%1,279,401CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$31.2M1.75%227,966CommonSOLE
88224Q107TCBITEXAS CAPITAL BANKSHARES INC$30.6M1.71%500,626CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$28.7M1.61%99,811CommonSOLE
15135B101CNCCENTENE CORP DEL$27.9M1.56%420,147CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$26.3M1.47%324,767CommonSOLE
858912108SRCLEURSTERICYCLE INC$23.9M1.34%411,050CommonSOLE
665859104NTRSNORTHERN TR CORP$23.7M1.33%282,616CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$22.8M1.28%611,963CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$21.6M1.21%548,433CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$21.4M1.20%133,620CommonSOLE
297178105ESSESSEX PPTY TR INC$21.3M1.19%78,180CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$21.2M1.19%153,476CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$21.1M1.18%54,474CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$21.1M1.18%892,381CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$20.6M1.15%1,737,268CommonSOLE
337932107FEFIRSTENERGY CORP$19.9M1.12%520,547CommonSOLE
30161N101EXCEXELON CORP$19.6M1.10%565,372CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$19.5M1.09%473,535CommonSOLE
133131102CPTCAMDEN PPTY TR$19.3M1.08%176,511CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$18.3M1.02%487,700CommonSOLE
26875P101EOGEOG RES INC$18.1M1.01%143,914CommonSOLE
750236101RDNRADIAN GROUP INC$17.7M0.99%570,200CommonSOLE
16115Q308GTLSCHART INDS INC$17.3M0.97%120,190CommonSOLE
139674105CCBGCAPITAL CITY BK GROUP INC$17.3M0.97%608,610CommonSOLE
525327102LDOSLEIDOS HLDGS INC$17.3M0.97%118,288CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$17.0M0.95%520,000CommonSOLE
127097103CTRACOTERRA ENERGY INC$16.9M0.95%635,308CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$16.9M0.94%312,893CommonSOLE
74736K101QRVOQORVO INC$16.7M0.94%144,154CommonSOLE
058498106BALLBALL CORP$16.4M0.92%272,662CommonSOLE
552848103MTGMGIC INVT CORP WIS$15.9M0.89%740,051CommonSOLE
46571Y107IIIVI3 VERTICALS INC$15.9M0.89%719,250CommonSOLE
693506107PPGPPG INDS INC$15.8M0.89%125,881CommonSOLE
457187102INGRINGREDION INC$15.6M0.88%136,438CommonSOLE
427866108HSYHERSHEY CO$15.5M0.87%84,532CommonSOLE
667746101NWPXNORTHWEST PIPE CO$15.5M0.87%457,300CommonSOLE
626717102MURMURPHY OIL CORP$15.4M0.86%373,171CommonSOLE
075887109BDXBECTON DICKINSON & CO$15.4M0.86%65,680CommonSOLE
152006102CGAUCENTERRA GOLD INC$15.3M0.85%2,271,850CommonSOLE
942622200WSOWATSCO INC$15.1M0.85%32,590CommonSOLE
81211K100SDASEALED AIR CORP NEW$15.0M0.84%431,406CommonSOLE
257651109DCIDONALDSON INC$15.0M0.84%209,602CommonSOLE
14808P109CASSCASS INFORMATION SYS INC$15.0M0.84%373,980CommonSOLE
489170100KMTKENNAMETAL INC$14.4M0.80%609,906CommonSOLE
405024100HAEHAEMONETICS CORP MASS$14.3M0.80%172,701CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$14.2M0.80%650,000CommonSOLE
256677105DGDOLLAR GEN CORP NEW$14.0M0.79%106,211CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$14.0M0.78%185,138CommonSOLE
680223104ORIOLD REP INTL CORP$13.7M0.77%444,344CommonSOLE
156504300CCSCENTURY CMNTYS INC$13.4M0.75%164,268CommonSOLE
695156109PKGPACKAGING CORP AMER$13.4M0.75%73,230CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$13.2M0.74%320,439CommonSOLE
30257X104FBKFB FINL CORP$13.1M0.74%336,459CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$13.1M0.73%261,845CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$12.4M0.69%200,000CommonSOLE
410867105THGHANOVER INS GROUP INC$12.0M0.67%95,930CommonSOLE
143130102KMXCARMAX INC$12.0M0.67%163,809CommonSOLE
302301106EZPWEZCORP INC$11.7M0.65%1,114,900CommonSOLE
084423102WRBBERKLEY W R CORP$11.1M0.62%141,846CommonSOLE
42222N103HSTMHEALTHSTREAM INC$10.7M0.60%383,995CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$10.7M0.60%143,864CommonSOLE
902681105UGIUGI CORP NEW$10.6M0.60%465,050CommonSOLE
703395103PDCOEURPATTERSON COS INC$10.1M0.56%416,700CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$10.0M0.56%200,000CommonSOLE
G4809J106IGICINTL GNRL INSURANCE HLDNGS L$9.9M0.55%707,400CommonSOLE
896095106TCBKTRICO BANCSHARES$9.9M0.55%250,000CommonSOLE
02083X103PINEALPINE INCOME PPTY TR INC$9.9M0.55%634,850CommonSOLE
70014A104PKEPARK AEROSPACE CORP$9.8M0.55%716,822CommonSOLE
143905107CSVCARRIAGE SVCS INC$9.8M0.55%365,150CommonSOLE
346232101FORFORESTAR GROUP INC$9.6M0.54%300,000CommonSOLE
126501105CTSCTS CORP$9.5M0.53%186,894CommonSOLE
M15342104AUDCAUDIOCODES LTD$9.0M0.50%865,750CommonSOLE
88076W103TDCTERADATA CORP DEL$8.8M0.49%254,633CommonSOLE
497266106KEXKIRBY CORP$8.8M0.49%73,248CommonSOLE
302491303FMCFMC CORP$8.8M0.49%152,189CommonSOLE
L72967109OECORION S.A.$8.7M0.49%397,500CommonSOLE
38526M106LOPEGRAND CANYON ED INC$8.6M0.48%61,364CommonSOLE
67011P100DNOWDNOW INC$8.5M0.47%617,600CommonSOLE
831865209AOSSMITH A O CORP$8.5M0.47%103,597CommonSOLE
045487105ASBASSOCIATED BANC CORP$8.5M0.47%400,000CommonSOLE
011659109ALKALASKA AIR GROUP INC$8.4M0.47%206,950CommonSOLE
736508847PORPORTLAND GEN ELECTRIC CO$8.3M0.47%192,381CommonSOLE
387328107GVAGRANITE CONSTR INC$8.3M0.46%133,699CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$8.2M0.46%776,250CommonSOLE
005098108GOLFACUSHNET HOLDINGS CORP$8.1M0.46%128,250CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$8.0M0.45%146,860CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$7.6M0.43%63,996CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$7.6M0.43%49,193CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$7.6M0.43%300,000CommonSOLE
204149108CTBICOMMUNITY TR BANCORP INC$7.6M0.43%173,925CommonSOLE
88362T103THRTHERMON GROUP HLDGS INC$7.4M0.42%242,170CommonSOLE
644535106NGDNNEW GOLD INC CDA$7.3M0.41%3,750,000CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$7.2M0.40%250,000CommonSOLE
42722X106HFWAHERITAGE FINL CORP WASH$7.2M0.40%400,000CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$7.2M0.40%34,698CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$7.1M0.40%187,022CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$7.1M0.40%284,158CommonSOLE
104674106BRCBRADY CORP$7.1M0.40%107,027CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$7.0M0.39%34,993CommonSOLE
719405102PLABPHOTRONICS INC$7.0M0.39%282,550CommonSOLE
428291108HXLHEXCEL CORP NEW$6.9M0.38%110,000CommonSOLE
535555106LNNLINDSAY CORP$6.6M0.37%53,438CommonSOLE
91879Q109MTNVAIL RESORTS INC$6.5M0.36%35,945CommonSOLE
73754Y100PTBPOTBELLY CORP$6.4M0.36%797,850CommonSOLE
046224101ASTEASTEC INDS INC$6.4M0.36%215,174CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$6.2M0.35%186,796CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$6.1M0.34%40,836CommonSOLE
498894104KNFKNIFE RIVER CORP$6.1M0.34%87,500CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$6.1M0.34%142,500CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$6.0M0.34%122,848CommonSOLE
004397105ARAYACCURAY INC$6.0M0.34%3,319,950CommonSOLE
885160101THOTHOR INDS INC$6.0M0.33%63,689CommonSOLE
02079K305GOOGLALPHABET INC$5.9M0.33%32,598CommonSOLE
128030202CALMCAL MAINE FOODS INC$5.9M0.33%96,753CommonSOLE
677864100ODCOIL DRI CORP AMER$5.8M0.33%91,050CommonSOLE
56146T103MAMAMAMAS CREATIONS INC$5.7M0.32%850,000CommonSOLE
830566105SKAASKECHERS U S A INC$5.5M0.31%80,152CommonSOLE
320557101INBKFIRST INTERNET BANCORP$5.4M0.30%200,000CommonSOLE
88822Q103TIPTTIPTREE INC$5.4M0.30%325,000CommonSOLE
23204X103CTOSCUSTOM TRUCK ONE SOURCE INC$5.2M0.29%1,200,000CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$5.2M0.29%45,000CommonSOLE
576690101MTRNMATERION CORP$5.2M0.29%48,057CommonSOLE
G7997W102SDRLSEADRILL 2021 LTD$5.2M0.29%100,000CommonSOLE
714157203PESIPERMA-FIX ENVIRONMENTAL SVCS$5.1M0.28%500,000CommonSOLE
443787205STRRHUDSON GLOBAL INC$5.0M0.28%301,466CommonSOLE
903002103UMHUMH PPTYS INC$4.8M0.27%300,000CommonSOLE
746228303PCYOPURE CYCLE CORP$4.8M0.27%500,000CommonSOLE
262037104DRQEURDRIL-QUIP INC$4.8M0.27%255,850CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.6M0.26%31,813CommonSOLE
138103106UTE0CANTALOUPE INC$4.6M0.26%700,000CommonSOLE
860630102SFSTIFEL FINL CORP$4.5M0.25%53,424CommonSOLE
084670702BRK/BBERKSHIRE HATHAWY INC DEL$4.4M0.25%10,937CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$4.4M0.25%37,403CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$4.3M0.24%175,000CommonSOLE
30040P103EVTCEVERTEC INC$4.0M0.22%120,450CommonSOLE
421298100HAYWHAYWARD HLDGS INC$3.9M0.22%315,033CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$3.8M0.21%14,527CommonSOLE
49926D109KNKNOWLES CORP$3.7M0.21%213,738CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$3.6M0.20%91,227CommonSOLE
416906105HBIOUSDHARVARD BIOSCIENCE INC$3.4M0.19%1,200,000CommonSOLE
45685K102INFUINFUSYSTEM HLDGS INC$3.4M0.19%500,000CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$3.3M0.19%27,029CommonSOLE
904767704UNILEVER PLC$3.2M0.18%57,784CommonSOLE
G39108108GTESGATES INDL CORP PLC$3.2M0.18%200,000CommonSOLE
68827L101OREUROSISKO GOLD ROYALTIES LTD$3.1M0.17%200,000CommonSOLE
08579X101BRYBERRY CORP$2.9M0.16%450,000CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$2.8M0.16%55,000CommonSOLE
573075108MRTNMARTEN TRANS LTD$2.8M0.15%150,000CommonSOLE
596278101MIDDMIDDLEBY CORP$2.8M0.15%22,465CommonSOLE
8676EP108STKLSUNOPTA INC$2.7M0.15%500,000CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2.5M0.14%57,776CommonSOLE
34354P105FLSFLOWSERVE CORP$2.4M0.13%50,000CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$2.3M0.13%27,347CommonSOLE
901476101TWINTWIN DISC INC$2.2M0.12%189,464CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.1M0.12%16,318CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$2.1M0.12%54,522CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$1.9M0.11%100,000CommonSOLE
882508104TXNTEXAS INSTRS INC$1.9M0.11%9,801CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$1.9M0.10%19,732CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.8M0.10%31,079CommonSOLE
17275R102CSCOCISCO SYS INC$1.7M0.10%36,825CommonSOLE
68389X105ORCLORACLE CORP$1.7M0.09%11,988CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.6M0.09%13,478CommonSOLE
136375102CNICANADIAN NATL RY CO$1.5M0.09%13,003CommonSOLE
05465C100AXAXOS FINANCIAL INC$1.5M0.08%25,539CommonSOLE
511656100LKFNLAKELAND FINL CORP$1.4M0.08%23,464CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$1.3M0.07%25,000CommonSOLE
855244109SBUXSTARBUCKS CORP$1.3M0.07%16,747CommonSOLE
829073105SSDSIMPSON MFG INC$1.2M0.07%7,358CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1.1M0.06%10,692CommonSOLE
100557107SAMBOSTON BEER INC$1.1M0.06%3,503CommonSOLE
689648103OTTROTTER TAIL CORP$935,3740.05%10,679CommonSOLE
97717W760DLSWISDOMTREE TR$662,0600.04%10,436CommonSOLE
26443V101DLTHDULUTH HLDGS INC$466,3640.03%126,386CommonSOLE
05614L209BWBABCOCK & WILCOX ENTERPRISES$402,5200.02%277,600CommonSOLE

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.