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Heartland Advisors Inc.

CIK:0000937394
Asset Manager
$2B AUM
213 holdings
Milwaukee, WI, United States
Founded:1983
88 employees
Latest filing:Jun 30, 2025

Heartland Advisors, Inc. is an independently owned, boutique equity value investment management firm based in Milwaukee, WI. Founded in 1983, the firm offers value-focused, actively managed investment products through mutual funds and separately managed accounts for a range of clients. The firm is known for its disciplined value investing approach and serves both institutional and individual investors. Heartland Advisors has approximately 88 clients and, as of June 30, 2025, manages nearly $1.79 billion in assets.

Investment Strategy

Heartland Advisors employs a rigorous, value-investing philosophy based on its proprietary '10 Principles of Value Investing.' The strategy focuses on active management and fundamental research to identify undervalued equities with strong balance sheets and long-term growth potential. The firm constructs portfolios emphasizing downside risk mitigation, long-term capital appreciation, and a consistent, repeatable process, implemented across mutual funds and customized separate accounts. Heartland is committed to indepth, bottom-up analysis and seeks investments in areas overlooked or out of favor in wider markets.

Top Buys
X
XRAYDENTSPLY SIRONA INC
+$10.3M
H
HSYHERSHEY CO
+$9.4M
C
CVGWCALAVO GROWERS INC
+$9.4M
L
LINCLINCOLN EDL SVCS CORP
+$9.2M
L
LEUCENTRUS ENERGY CORP
+$8.9M
Top Sells
W
WRBBERKLEY W R CORP
-$13.1M
S
SKXSKECHERS U S A INC
-$11.4M
K
KNXKNIGHT-SWIFT TRANSN HLDGS IN
-$10.2M
S
SEESEALED AIR CORP NEW
-$10.0M
B
BDXBECTON DICKINSON & CO
-$10.0M

Top Holdings

T
TCBITEXAS CAP BANCSHARES INC
+1.8%$32.2M
S
SIMOSILICON MOTION TECHNOLOGY CO
+1.7%$30.2M
L
LINCLINCOLN EDL SVCS CORP
+1.7%$29.9M
T
TDYTELEDYNE TECHNOLOGIES INC
+1.6%$29.3M
P
PSAPUBLIC STORAGE OPER CO
+1.5%$26.9M

Equity Positions (212)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
T
TCBI
TEXAS CAP BANCSHARES INC1.79%$32.2M405,169$58.83$79.40-$3.6M
S
SIMO
SILICON MOTION TECHNOLOGY CO1.68%$30.2M401,732$62.11$75.17+$7.4M
L
LINC
LINCOLN EDL SVCS CORP1.67%$29.9M1,295,807$6.34$23.05+$9.2M
T
TDY
TELEDYNE TECHNOLOGIES INC1.63%$29.3M57,203$414.36$512.31+$1.2M
P
PSA
PUBLIC STORAGE OPER CO1.50%$26.9M91,517$299.64$293.42+$490.3K

Industry Allocation

STATE COMMERCIAL BANKS
+10.4%
REAL ESTATE INVESTMENT TRUSTS
+6.7%
SEMICONDUCTORS & RELATED DEVICES
+3.9%
CRUDE PETROLEUM & NATURAL GAS
+2.8%
SERVICES-BUSINESS SERVICES, NEC
+2.7%