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DGS Capital Management’s Heartland Express HTLD Stock Holding History

DGS Capital Management’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
Q4 		– Sell
-10,290
Closed -$86.2K – 571
2025
Q3 		$86.2K Buy
+10,290
New +$87.1K 0.02% 419
2023
Q2 		– Sell
-11,807
Closed -$188K – 248
2023
Q1 		$188K Buy
11,807
+485
+4% +$7.88K 0.1% 199
2022
Q4 		$174K Sell
11,322
-320
-3% -$4.94K 0.11% 201
2022
Q3 		$167K Buy
+11,642
New +$175K 0.11% 181

Other funds holding HTLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DGS Capital Management's HTLD Position: Q4 2025 in Review

DGS Capital Management sold out of Heartland Express (HTLD) in Q4 2025, closing a stake of 10,290 shares — an estimated $86.2K sold.

DGS Capital Management first reported a position in HTLD in Q3 2022 and held it in 4 quarters. The position peaked at $188K in Q1 2023. 174 funds tracked by Wall St. Rank hold HTLD as of Q4 2025.

  • DGS Capital Management reported no remaining Heartland Express position as of Q4 2025 after selling out during the quarter.
  • DGS Capital Management sold 10,290 Heartland Express shares in Q4 2025, an estimated $86.2K.
  • DGS Capital Management first reported a position in Heartland Express in Q3 2022 and held it in 4 quarters.
  • DGS Capital Management's Heartland Express position peaked at $188K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held Heartland Express as of Q4 2025.

Based on DGS Capital Management's 13F filing for Q4 2025, filed 24 Feb 2026.