325 Capital’s Heartland Express HTLD Stock Holding History

325 Capital’s Portfolio HTLD Stock Details HTLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,135,015	Closed	-$12.7M	–	12
2024 Q4	$12.7M	Hold	1,135,015	–	–	4.92%	10
2024 Q3	$13.9M	Buy	1,135,015 +232,583	+26%	+$2.85M	5.9%	8
2024 Q2	$11.1M	Buy	902,432 +379,028	+72%	+$4.24M	4.67%	9
2024 Q1	$6.25M	Hold	523,404	–	–	2.89%	11
2023 Q4	$7.46M	Buy	+523,404	New	+$7.16M	3.7%	11

Other funds holding HTLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

325 Capital's HTLD Position: Q1 2025 in Review

325 Capital sold out of Heartland Express (HTLD) in Q1 2025, closing a stake of 1,135,015 shares — an estimated $12.7M sold.

325 Capital first reported a position in HTLD in Q4 2023 and held it in 5 quarters. The position peaked at $13.9M in Q3 2024. 188 funds tracked by Wall St. Rank hold HTLD as of Q1 2025.

325 Capital reported no remaining Heartland Express position as of Q1 2025 after selling out during the quarter.
325 Capital sold 1,135,015 Heartland Express shares in Q1 2025, an estimated $12.7M.
325 Capital first reported a position in Heartland Express in Q4 2023 and held it in 5 quarters.
325 Capital's Heartland Express position peaked at $13.9M in Q3 2024.
188 funds tracked by Wall St. Rank held Heartland Express as of Q1 2025.

Based on 325 Capital's 13F filing for Q1 2025, filed 15 May 2025.