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SummerHaven Investment Management’s
Heartland Express
HTLD
Stock Holding History
SummerHaven Investment Management’s Portfolio
HTLD Stock Details
HTLD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
GCCM
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$257M AUM
37.12%
1-Year Est. Return
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$124B AUM
33.93%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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