SummerHaven Investment Management’s Heartland Express HTLD Stock Holding History

SummerHaven 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	$1.21M	Hold	79,234	–	–	0.65%	40
2026 Q1	$824K	Sell	79,234 -10,877	-12%	-$115K	0.51%	88
2025 Q4	$814K	Hold	90,111	–	–	0.46%	115
2025 Q3	$755K	Buy	90,111 +21,975	+32%	+$186K	0.44%	154
2025 Q2	$589K	Buy	68,136 +1,677	+3%	+$14.4K	0.39%	144
2025 Q1	$613K	Buy	66,459 +1,257	+2%	+$13.3K	0.43%	131
2024 Q4	$732K	Hold	65,202	–	–	0.45%	124
2024 Q3	$801K	Buy	+65,202	New	+$800K	0.49%	122
2022 Q3	–	Sell	-52,606	Closed	-$732K	–	232
2022 Q2	$732K	Hold	52,606	–	–	0.49%	106
2022 Q1	$740K	Buy	52,606 +2,470	+5%	+$36.8K	0.42%	144
2021 Q4	$843K	Hold	50,136	–	–	0.46%	129
2021 Q3	$803K	Buy	+50,136	New	+$837K	0.47%	136

Other funds holding HTLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SummerHaven Investment Management's HTLD Position: Q2 2026 in Review

SummerHaven Investment Management held its Heartland Express (HTLD) position steady in Q2 2026 at 79,234 shares worth $1.21M. The position accounts for 0.65% of the portfolio, ranked #40.

SummerHaven Investment Management first reported a position in HTLD in Q3 2021 and has held it in 12 quarters since. 200 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

SummerHaven Investment Management held 79,234 shares of Heartland Express worth $1.21M as of Q2 2026.
SummerHaven Investment Management left its Heartland Express share count unchanged in Q2 2026.
Heartland Express made up 0.65% of SummerHaven Investment Management's portfolio in Q2 2026, its #40 holding.
SummerHaven Investment Management first reported a position in Heartland Express in Q3 2021 and has held it in 12 quarters since.
200 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.