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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
THOR INDUSTRIES INC THOCommon171,802171,8028,934,0008,934,00012/31/2018
POTLATCH CORP (OLD) PCHCommon245,255245,2557,760,0007,760,00012/31/2018
TRIPLE-S MANAGEMENT CORP GTSCL B435,619435,6197,575,0007,575,00012/31/2018
VONAGE HOLDINGS CORP VGCOM500,000500,0004,365,0004,365,00012/31/2018
Stock Yards Bancorp, Inc. SYBTCOM130,998130,9984,297,0004,297,00012/31/2018
MOHAWK INDUSTRIES INC MHKCommon27,28127,2813,191,0003,191,00012/31/2018
Select Energy Services, Inc. WTTRCommon500,000500,0003,160,0003,160,00012/31/2018
AXA AMERICA HOLDINGS, INC. EQHCOM162,816162,8162,708,0002,708,00012/31/2018
SANDERSON FARMS INC SAFMCommon27,03327,0332,684,0002,684,00012/31/2018
SEACOAST BANKING CORP OF FLORIDA SBCFCommon93,79993,7992,441,0002,441,00012/31/2018
iSHARES TRUST IUSVETF39,26039,2601,927,0001,927,00012/31/2018
iSHARES TRUST IWNRUSL 2000 VALU2,6302,630283,000283,00012/31/2018
ON SEMICONDUCTOR CORP ONCommon14,90614,906246,000246,00012/31/2018
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