Lesa Sroufe & Co
HTLD icon

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
Q3 		$2.76M Sell
237,475
-254
-0.1% -$3.3K 1.91% 24
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 		$1.98M 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 		$1.76M 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Enhancing Capital
Enhancing Capital Harrisburg, Pennsylvania $144M AUM 20.77% 1-Year Est. Return

Lesa Sroufe & Co's HTLD Position: Q3 2026 in Review

Lesa Sroufe & Co reduced its Heartland Express (HTLD) stake by 0.11% in Q3 2026, selling an estimated $3.3K and leaving 237,475 shares worth $2.76M. The position accounts for 1.91% of the portfolio, ranked #24.

Lesa Sroufe & Co first reported a position in HTLD in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.62M in Q2 2026. 54 funds tracked by Wall St. Rank hold HTLD as of Q3 2026.

  • Lesa Sroufe & Co held 237,475 shares of Heartland Express worth $2.76M as of Q3 2026.
  • Lesa Sroufe & Co sold 254 Heartland Express shares in Q3 2026, an estimated $3.3K.
  • Heartland Express made up 1.91% of Lesa Sroufe & Co's portfolio in Q3 2026, its #24 holding.
  • Lesa Sroufe & Co first reported a position in Heartland Express in Q2 2021 and has held it in 20 quarters since.
  • Lesa Sroufe & Co's Heartland Express position peaked at $3.62M in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Heartland Express as of Q3 2026.

Based on Lesa Sroufe & Co's 13F filing for Q3 2026, filed 29 Oct 2026.