Long-term investor
Heartland Advisors Inc. @heartlandadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000937394).
Record
- Tracked since 2025-06-30 (434 days), 190 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months +14.5% · 1 year +21.6% · all +21.6%
- Max drawdown -0.0% · Sharpe 1.65 · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SIMO · 1.8% · long · since 2025-06-30
- CCS · 1.6% · long · since 2025-06-30
- CGAU · 1.5% · long · since 2025-06-30
- 292554102 · 1.5% · long · since 2025-06-30
- 88224Q107 · 1.3% · long · since 2025-06-30
- TDY · 1.2% · long · since 2025-06-30
- TFX · 1.2% · long · since 2025-06-30
- ASO · 1.2% · long · since 2025-06-30
- 747316107 · 1.2% · long · since 2025-06-30
- ASB · 1.1% · long · since 2025-06-30
- CASS · 1.1% · long · since 2025-06-30
- CCBG · 1.1% · long · since 2025-06-30
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