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Lesa Sroufe & Co’s Heartland Express HTLD Stock Holding History

Lesa Sroufe & Co’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
2026
Q2 		$3.62M Buy
237,729
+7,881
+3% +$107K 2.58% 16
2026
Q1 		$2.39M Buy
229,848
+10,033
+5% +$106K 1.63% 27
2025
Q4 		$1.99M Sell
219,815
-8,121
-4% -$67.6K 1.48% 26
2025
Q3 		$1.91M Sell
227,936
-959
-0.4% -$8.12K 1.54% 27
2025
Q2 		$1.98M Buy
228,895
+120,570
+111% +$1.03M 1.82% 25
2025
Q1 		$999K Buy
+108,325
New +$1.15M 1% 31
2024
Q3 		$1.38M Buy
112,255
+303
+0.3% +$3.72K 1.29% 28
2024
Q2 		$1.38M Sell
111,952
-1,742
-2% -$19.5K 1.34% 30
2024
Q1 		$1.36M Buy
113,694
+3,467
+3% +$44.1K 1.27% 32
2023
Q4 		$1.57M Sell
110,227
-3,577
-3% -$48.9K 1.6% 28
2023
Q3 		$1.67M Sell
113,804
-968
-0.8% -$15K 1.79% 27
2023
Q2 		$1.88M Sell
114,772
-730
-0.6% -$11.4K 2.01% 25
2023
Q1 		$1.84M Buy
115,502
+1,076
+0.9% +$17.5K 1.86% 26
2022
Q4 		$1.75M Buy
114,426
+187
+0.2% +$2.89K 1.95% 27
2022
Q3 		$1.64M Buy
+114,239
New +$1.72M 1.97% 22
2022
Q1 		$1.69M Buy
112,775
+1,635
+1% +$24.4K 1.69% 28
2021
Q4 		$1.87M Buy
111,140
+1,640
+1% +$27.5K 1.88% 21
2021
Q3 		$1.75M Buy
109,500
+55,515
+103% +$926K 1.87% 21
2021
Q2 		$925K Buy
+53,985
New +$997K 0.92% 36

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lesa Sroufe & Co's HTLD Position: Q2 2026 in Review

Lesa Sroufe & Co increased its Heartland Express (HTLD) stake by 3.4% in Q2 2026, buying an estimated $107K and bringing the position to 237,729 shares worth $3.62M. The position accounts for 2.58% of the portfolio, ranked #16.

Lesa Sroufe & Co first reported a position in HTLD in Q2 2021 and has held it in 19 quarters since. 199 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Lesa Sroufe & Co held 237,729 shares of Heartland Express worth $3.62M as of Q2 2026.
  • Lesa Sroufe & Co bought 7,881 Heartland Express shares in Q2 2026, an estimated $107K.
  • Heartland Express made up 2.58% of Lesa Sroufe & Co's portfolio in Q2 2026, its #16 holding.
  • Lesa Sroufe & Co first reported a position in Heartland Express in Q2 2021 and has held it in 19 quarters since.
  • 199 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Lesa Sroufe & Co's 13F filing for Q2 2026, filed 22 Jul 2026.