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Heartland Value Plus Fund (HRVIX) is an MF managed by Independent / Boutique. Its largest position is Royalty Pharma plc (RPRX), representing 3.27% of fund assets.

Heartland Value Plus Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
HRVIX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 5, 2026
Showing 50 out of 55 holdings
Holding Weight Market Value Shares
-
Royalty Pharma plc
3.27% $9,594,000.00 200,000
-
Envista Holdings Corp
3.24% $9,513,750.00 375,000
-
STIFEL FINANCIAL CORP
3.15% $9,240,000.00 125,000
-
FNB CORP/PA/
3.13% $9,196,000.00 550,000
-
FB Financial Corp
3.09% $9,089,500.00 175,000
-
SEACOAST BANKING CORP OF FLORIDA
3.09% $9,087,000.00 300,000
-
ASSOCIATED BANC-CORP
3.04% $8,921,700.00 345,000
-
LAMAR ADVERTISING CO/NEW
3.02% $8,866,200.00 70,000
-
LITTELFUSE INC /DE
2.89% $8,483,750.00 25,000
-
EASTGROUP PROPERTIES INC
2.52% $7,403,600.00 40,000
-
FirstCash Holdings, Inc.
2.40% $7,050,000.00 37,500
-
PHINIA INC.
2.33% $6,844,000.00 100,000
-
CAMDEN PROPERTY TRUST
2.33% $6,836,200.00 70,000
-
Magnolia Oil & Gas Corp
2.31% $6,787,550.00 215,000
-
Gates Industrial Corp Ltd.
2.31% $6,783,000.00 300,000
-
NOV Inc.
2.24% $6,583,500.00 350,000
-
MATERION Corp
2.22% $6,509,250.00 45,000
-
ONE Gas, Inc.
2.20% $6,459,750.00 75,000
-
RENASANT CORP
2.15% $6,322,750.00 175,000
-
Matador Resources Co
2.15% $6,318,000.00 100,000
-
BRADY CORP
2.07% $6,093,000.00 75,000
-
HANOVER INSURANCE GROUP, INC.
2.07% $6,067,250.00 35,000
-
CTS CORP
2.03% $5,970,000.00 125,000
-
COOPER COMPANIES, INC.
1.95% $5,720,000.00 80,000
-
GRANITE CONSTRUCTION INC
1.94% $5,694,300.00 47,500
-
LATTICE SEMICONDUCTOR CORP
1.90% $5,565,600.00 60,000
-
WESCO INTERNATIONAL INC
1.86% $5,472,400.00 20,000
-
Century Communities, Inc.
1.66% $4,877,300.00 85,000
-
Silicon Motion Technology CORP
1.53% $4,491,600.00 40,000
-
WYNDHAM HOTELS & RESORTS, INC.
1.52% $4,467,650.00 55,000
-
GLACIER BANCORP, INC.
1.52% $4,467,000.00 100,000
-
Hayward Holdings, Inc.
1.48% $4,348,500.00 325,000
-
QUAKER CHEMICAL CORP
1.48% $4,348,050.00 35,000
-
Primo Brands Corp
1.44% $4,236,750.00 225,000
-
Builders FirstSource, Inc.
1.40% $4,116,500.00 50,000
-
SEMTECH CORP
1.37% $4,036,725.00 52,500
-
Academy Sports & Outdoors, Inc.
1.35% $3,951,500.00 70,000
-
GENERAC HOLDINGS INC.
1.33% $3,906,600.00 20,000
-
COLUMBIA SPORTSWEAR CO
1.31% $3,836,700.00 70,000
-
ENERPAC TOOL GROUP CORP
1.24% $3,647,000.00 100,000
-
Prestige Consumer Healthcare Inc.
1.21% $3,556,200.00 60,000
-
Viper Energy, Inc.
1.20% $3,524,250.00 75,000
-
Integer Holdings Corp
1.20% $3,520,000.00 40,000
-
SENSIENT TECHNOLOGIES CORP
1.18% $3,457,600.00 40,000
-
NorthWestern Energy Group, Inc.
1.12% $3,297,000.00 50,000
-
Acushnet Holdings Corp.
1.11% $3,271,800.00 35,000
-
THOR INDUSTRIES INC
1.09% $3,195,600.00 40,000
-
BJ's Wholesale Club Holdings, Inc.
1.01% $2,952,600.00 30,000
-
IDEX CORP /DE/
0.97% $2,843,250.00 15,000
-
Centerra Gold Inc.
0.91% $2,668,500.00 150,000
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