Slotnik Capital’s Heartland Financial USA, Inc. HTLF Stock Holding History

Slotnik Capital’s Portfolio HTLF Stock Details HTLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-135,430	Closed	-$8.3M	–	31
2024 Q4	$8.3M	Sell	135,430 -218,104	-62%	-$13.7M	3.76%	10
2024 Q3	$20M	Buy	353,534 +45,000	+15%	+$2.35M	6.64%	6
2024 Q2	$13.7M	Buy	+308,534	New	+$12.5M	6.65%	5

Other funds holding HTLF

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Slotnik Capital's HTLF Position: Q1 2025 in Review

Slotnik Capital sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 135,430 shares — an estimated $8.3M sold.

Slotnik Capital first reported a position in HTLF in Q2 2024 and held it in 3 quarters. The position peaked at $20M in Q3 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Slotnik Capital reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Slotnik Capital sold 135,430 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $8.3M.
Slotnik Capital first reported a position in Heartland Financial USA, Inc. in Q2 2024 and held it in 3 quarters.
Slotnik Capital's Heartland Financial USA, Inc. position peaked at $20M in Q3 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Slotnik Capital's 13F filing for Q1 2025, filed 13 May 2025.