Heartland Advisors’s Marten Transport MRTN Stock Holding History

Heartland Advisors’s Portfolio MRTN Stock Details MRTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.6M	Buy	350,000 +50,000	+17%	+$642K	0.23%	165
2025 Q4	$3.41M	Sell	300,000 -100,000	-25%	-$1.06M	0.18%	173
2025 Q3	$4.26M	Hold	400,000	–	–	0.23%	156
2025 Q2	$5.2M	Buy	400,000 +100,000	+33%	+$1.32M	0.29%	137
2025 Q1	$4.12M	Buy	300,000 +150,000	+100%	+$2.23M	0.24%	147
2024 Q4	$2.34M	Hold	150,000	–	–	0.13%	167
2024 Q3	$2.65M	Hold	150,000	–	–	0.14%	164
2024 Q2	$2.77M	Hold	150,000	–	–	0.15%	151
2024 Q1	$2.77M	Hold	150,000	–	–	0.15%	153
2023 Q4	$3.15M	Hold	150,000	–	–	0.16%	152
2023 Q3	$2.96M	Hold	150,000	–	–	0.17%	158
2023 Q2	$3.23M	Hold	150,000	–	–	0.18%	149
2023 Q1	$3.14M	Hold	150,000	–	–	0.19%	147
2022 Q4	$2.97M	Hold	150,000	–	–	0.19%	151
2022 Q3	$2.87M	Hold	150,000	–	–	0.21%	144
2022 Q2	$2.52M	Hold	150,000	–	–	0.18%	155
2022 Q1	$2.66M	Hold	150,000	–	–	0.17%	160
2021 Q4	$2.57M	Hold	150,000	–	–	0.15%	174
2021 Q3	$2.35M	Hold	150,000	–	–	0.14%	190
2021 Q2	$2.47M	Hold	150,000	–	–	0.14%	195
2021 Q1	$2.55M	Hold	150,000	–	–	0.16%	181
2020 Q4	$2.58M	Hold	150,000	–	–	0.18%	176
2020 Q3	$2.45M	Hold	150,000	–	–	0.21%	149
2020 Q2	$2.52M	Hold	150,000	–	–	0.22%	149
2020 Q1	$2.05M	Hold	150,000	–	–	0.22%	145
2019 Q4	$2.15M	Hold	150,000	–	–	0.16%	156
2019 Q3	$2.08M	Hold	150,000	–	–	0.16%	162
2019 Q2	$1.81M	Hold	150,000	–	–	0.13%	162
2019 Q1	$1.78M	Hold	150,000	–	–	0.13%	162
2018 Q4	$1.62M	Hold	150,000	–	–	0.13%	162
2018 Q3	$2.1M	Sell	150,000 -99,999	-40%	-$1.49M	0.14%	163
2018 Q2	$3.91M	Hold	249,999	–	–	0.26%	147
2018 Q1	$3.8M	Hold	249,999	–	–	0.25%	151
2017 Q4	$3.38M	Hold	249,999	–	–	0.22%	152
2017 Q3	$3.42M	Sell	249,999 -1	-0%	-$11	0.22%	154
2017 Q2	$2.74M	Hold	250,000	–	–	0.18%	156
2017 Q1	$2.35M	Hold	250,000	–	–	0.14%	169
2016 Q4	$2.33M	Sell	250,000 -500,000	-67%	-$4.49M	0.13%	165
2016 Q3	$6.3M	Hold	750,000	–	–	0.36%	115
2016 Q2	$5.94M	Hold	750,000	–	–	0.33%	122
2016 Q1	$5.62M	Hold	750,000	–	–	0.29%	128
2015 Q4	$5.31M	Hold	750,000	–	–	0.21%	135
2015 Q3	$4.85M	Hold	750,000	–	–	0.18%	145
2015 Q2	$6.51M	Sell	750,000 -375,000	-33%	-$3.41M	0.18%	143
2015 Q1	$10.4M	Hold	1,125,000	–	–	0.26%	116
2014 Q4	$9.84M	Hold	1,125,000	–	–	0.19%	143
2014 Q3	$8.02M	Hold	1,125,000	–	–	0.16%	159
2014 Q2	$10.1M	Hold	1,125,000	–	–	0.17%	145
2014 Q1	$9.68M	Hold	1,125,000	–	–	0.17%	153
2013 Q4	$9.09M	Hold	1,125,000	–	–	0.16%	152
2013 Q3	$7.72M	Hold	1,125,000	–	–	0.14%	159
2013 Q2	$7.05M	Buy	+1,125,000	New	+$6.6M	0.13%	173

Other funds holding MRTN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

American Century Companies

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return