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Punch & Associates Investment Management’s Heartland Express HTLD Stock Holding History

Punch & Associates Investment 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
2026
Q2 		$5.05M Buy
331,765
+1,000
+0.3% +$13.5K 0.25% 111
2026
Q1 		$3.44M Buy
330,765
+40,765
+14% +$430K 0.2% 121
2025
Q4 		$2.62M Buy
+290,000
New +$2.41M 0.15% 125

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

Punch & Associates Investment Management's HTLD Position: Q2 2026 in Review

Punch & Associates Investment Management increased its Heartland Express (HTLD) stake by 0.3% in Q2 2026, buying an estimated $13.5K and bringing the position to 331,765 shares worth $5.05M. The position accounts for 0.25% of the portfolio, ranked #111.

Punch & Associates Investment Management first reported a position in HTLD in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Punch & Associates Investment Management held 331,765 shares of Heartland Express worth $5.05M as of Q2 2026.
  • Punch & Associates Investment Management bought 1,000 Heartland Express shares in Q2 2026, an estimated $13.5K.
  • Heartland Express made up 0.25% of Punch & Associates Investment Management's portfolio in Q2 2026, its #111 holding.
  • Punch & Associates Investment Management first reported a position in Heartland Express in Q4 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.