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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HEARTLAND ADVISORS INC

Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0000892712-25-000032

Total Value
$1.84B
Positions
198
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (198)

#IssuerTicker / CUSIPSharesValue% of Filing
1TEXAS CAP BANCSHARES INC88224Q107589,324$46.1M2.50%
2MOHAWK INDS INC608190104288,401$34.4M1.87%
3TELEDYNE TECHNOLOGIES INCTDY66,562$30.9M1.68%
4GLACIER BANCORP INC NEWGBCI565,756$28.4M1.54%
5CENTENE CORP DELCNC456,636$27.7M1.50%
6PUBLIC STORAGE OPER COPSA-PS88,896$26.6M1.45%
7CHART INDS INC16115Q308134,500$25.7M1.40%
8NOV INCNOV1,722,786$25.2M1.37%
9SEACOAST BKG CORP FLASE897,031$24.7M1.34%
10SILICON MOTION TECHNOLOGY COSIMO447,138$24.2M1.31%
11QUEST DIAGNOSTICS INCDGX155,201$23.4M1.27%
12BECTON DICKINSON & COBDX98,277$22.3M1.21%
13PERRIGO CO PLCPRGO866,157$22.3M1.21%
14HUNT J B TRANS SVCS INC445658107129,531$22.1M1.20%
15CAPITAL CITY BK GROUP INC139674105600,850$22.0M1.20%
16LINCOLN EDL SVCS CORP5335351001,351,676$21.4M1.16%
17KIMBERLY-CLARK CORPKMB159,217$20.9M1.13%
18BARRETT BUSINESS SVCS INC068463108475,000$20.6M1.12%
19CAMDEN PPTY TR133131102175,061$20.3M1.10%
20ESSEX PPTY TR INC29717810569,501$19.8M1.08%
21I3 VERTICALS INCIIIV811,550$18.7M1.02%
22FIRST AMERN FINL CORP31847R102298,475$18.6M1.01%
23POTLATCHDELTIC CORPORATION737630103470,531$18.5M1.00%
24KNIGHT-SWIFT TRANSN HLDGS IN499049104347,686$18.4M1.00%
25NORTHERN TR CORPNTRSO174,093$17.8M0.97%
26CASS INFORMATION SYS INCCASS416,947$17.1M0.93%
27FIRSTENERGY CORPFE424,864$16.9M0.92%
28NATIONAL STORAGE AFFILIATESNSA-PB440,500$16.7M0.91%
29MGIC INVT CORP WIS552848103687,870$16.3M0.89%
30FB FINL CORP30257X104311,415$16.0M0.87%
31BALL CORPBALL287,167$15.8M0.86%
32NORTHWEST PIPE CONWPX326,700$15.8M0.86%
33PRIMORIS SVCS CORP74164F103200,000$15.3M0.83%
34OLD REP INTL CORP680223104414,253$15.0M0.81%
35SYSCO CORPSYY193,917$14.8M0.81%
36ROBERT HALF INC.RHI204,039$14.4M0.78%
37EOG RES INCEOG117,237$14.4M0.78%
38BERKLEY W R CORPWRB-PH242,136$14.2M0.77%
39PPG INDS INC693506107118,518$14.2M0.77%
40COTERRA ENERGY INCCTRA547,027$14.0M0.76%
41ON SEMICONDUCTOR CORPON219,972$13.9M0.75%
42FIDELITY NATL INFORMATION SV31620M106168,471$13.6M0.74%
43LEIDOS HOLDINGS INCLDOS93,879$13.5M0.74%
44DENTSPLY SIRONA INCXRAY712,400$13.5M0.73%
45DONALDSON INCDCI199,476$13.4M0.73%
46CARRIAGE SVCS INC143905107333,600$13.3M0.72%
47WILLIS TOWERS WATSON PLC LTDWTW42,368$13.3M0.72%
48HERSHEY COHSY77,906$13.2M0.72%
49EZCORP INCEZPW1,068,500$13.1M0.71%
50THOR INDS INC885160101136,236$13.0M0.71%
51SEMTECH CORPSMTC209,392$13.0M0.70%
52CENTERRA GOLD INCCGAU2,255,800$12.8M0.70%
53INTL GNRL INSURANCE HLDNGS LG4809J106540,150$12.8M0.70%
54RADIAN GROUP INCRDN400,000$12.7M0.69%
55GATES INDL CORP PLCG39108108615,192$12.7M0.69%
56WATSCO INCWSO-B26,275$12.5M0.68%
57PRIMO BRANDS CORPORATIONPRMB400,000$12.3M0.67%
58VIPER ENERGY INCVNOM250,000$12.3M0.67%
59PATTERSON COS INC703395103395,000$12.2M0.66%
60SKECHERS U S A INC830566105180,652$12.1M0.66%
61SEALED AIR CORP NEWSE358,872$12.1M0.66%
62INGREDION INCINGR87,985$12.1M0.66%
63NEW GOLD INC CDA6445351064,840,650$12.0M0.65%
64CTS CORPCTS224,736$11.9M0.64%
65CENTURY CMNTYS INC156504300157,999$11.6M0.63%
66STIFEL FINL CORP860630102107,026$11.4M0.62%
67EXELON CORPEXC299,305$11.3M0.61%
68WEC ENERGY GROUP INCWEC118,001$11.1M0.60%
69TRICO BANCSHARESTCBK250,000$10.9M0.59%
70SMITH & NEPHEW PLCSNNUF436,989$10.7M0.58%
71ALPINE INCOME PPTY TR INC02083X103630,750$10.6M0.58%
72VAIL RESORTS INCMTN55,132$10.3M0.56%
73FORESTAR GROUP INCFOR392,600$10.2M0.55%
74PACKAGING CORP AMER69515610945,180$10.2M0.55%
75CENTRUS ENERGY CORPLEU151,070$10.1M0.55%
76HANOVER INS GROUP INC41086710564,387$10.0M0.54%
77UGI CORP NEW902681105350,000$9.9M0.54%
78HAYWARD HLDGS INCHAYW627,754$9.6M0.52%
79ASSOCIATED BANC CORPASBA400,000$9.6M0.52%
80GRAND CANYON ED INCLOPE57,098$9.4M0.51%
81TELEFLEX INCORPORATEDTFX51,764$9.2M0.50%
82HEALTHSTREAM INCHSTM287,396$9.1M0.50%
83LAMAR ADVERTISING CO NEWLAMR74,910$9.1M0.50%
84MATERION CORPMTRN91,071$9.0M0.49%
85HALLADOR ENERGY COMPANYHNRG785,200$9.0M0.49%
86LAMB WESTON HLDGS INCLW134,223$9.0M0.49%
87COMMUNITY TR BANCORP INC204149108169,025$9.0M0.49%
88BRADY CORPBRC119,227$8.8M0.48%
89NATIONAL FUEL GAS CONFG144,722$8.8M0.48%
90POTBELLY CORP73754Y100923,950$8.7M0.47%
91STEWART INFORMATION SVCS COR860372101125,000$8.4M0.46%
92AUDIOCODES LTDAUDC858,600$8.4M0.45%
93CARMAX INCKMX99,597$8.1M0.44%
94ARTISAN PARTNERS ASSET MGMT04316A108187,377$8.1M0.44%
95PHOTRONICS INCPLAB340,600$8.0M0.44%
96GRANITE CONSTR INCGVA91,231$8.0M0.43%
97PURE CYCLE CORPPCYO627,264$8.0M0.43%
98CUSTOMERS BANCORP INCCUBB157,600$7.7M0.42%
99HEXCEL CORP NEW428291108121,409$7.6M0.41%
100ACCURAY INCARAY3,824,750$7.6M0.41%
101HAEMONETICS CORP MASSHAE92,923$7.3M0.39%
102LANDSEA HOMES CORP51509P103854,144$7.3M0.39%
103FIRST INTERNET BANCORPINBKZ200,000$7.2M0.39%
104INTERNATIONAL PAPER CO460146103131,557$7.1M0.38%
105SMITH A O CORPAOS103,579$7.1M0.38%
106ORION S.A.OEC446,550$7.1M0.38%
107MAGNOLIA OIL & GAS CORPMGY300,000$7.0M0.38%
108ALASKA AIR GROUP INCALK108,100$7.0M0.38%
109THERMON GROUP HLDGS INCTHR239,897$6.9M0.38%
110DNOW INCDNOW527,000$6.9M0.37%
111QUAKER HOUGHTON74731610748,409$6.8M0.37%
112TIPTREE INCTIPT325,000$6.8M0.37%
113HERITAGE FINL CORP WASH42722X106275,000$6.7M0.37%
114MIDDLEBY CORPMIDD49,470$6.7M0.36%
115CANTALOUPE INCCTLPP700,000$6.7M0.36%
116KIRBY CORPKEX61,037$6.5M0.35%
117LINDSAY CORPLNN53,713$6.4M0.35%
118PLYMOUTH INDL REIT INC729640102351,000$6.2M0.34%
119ASTEC INDS INC046224101184,800$6.2M0.34%
120SENSIENT TECHNOLOGIES CORPSXT85,734$6.1M0.33%
121MATADOR RES COMTDR107,337$6.0M0.33%
122INTEGER HLDGS CORPITGR45,000$6.0M0.32%
123ALPHABET INCGOOG30,794$5.8M0.32%
124HEALTHCARE SVCS GROUP INC421906108499,716$5.8M0.32%
125CUSTOM TRUCK ONE SOURCE INCCTOS1,200,000$5.8M0.31%
126RAYMOND JAMES FINL INC75473010936,991$5.7M0.31%
127ENERPAC TOOL GROUP CORPEPAC133,961$5.5M0.30%
128VALERO ENERGY CORPVLO42,712$5.2M0.28%
129V F CORPVFC241,720$5.2M0.28%
130DELEK US HLDGS INC NEWDK280,300$5.2M0.28%
131FMC CORPFMC105,922$5.1M0.28%
132LINCOLN ELEC HLDGS INC53390010627,417$5.1M0.28%
133CHAMPIONX CORPORATION15872M104186,796$5.1M0.28%
134ELDORADO GOLD CORP284902509316,650$4.7M0.26%
135PNC FINL SVCS GROUP INC69347510524,295$4.7M0.25%
136BERKSHIRE HATHAWAY INC DELBRK-A10,311$4.7M0.25%
137KNIFE RIVER CORPKNF45,000$4.6M0.25%
138ALEXANDER & BALDWIN INC NEW014491104250,000$4.4M0.24%
139PERMA-FIX ENVIRONMENTAL SVCS714157203400,000$4.4M0.24%
140TE CONNECTIVITY PLCTEL30,668$4.4M0.24%
141CONSTELLATION ENERGY CORPCEG19,138$4.3M0.23%
142INFUSYSTEM HLDGS INCINFU500,000$4.2M0.23%
143ENVISTA HOLDINGS CORPORATIONNVST214,777$4.1M0.23%
144BENCHMARK ELECTRS INC08160H10191,227$4.1M0.23%
145ACADEMY SPORTS & OUTDOORS INCASO70,000$4.0M0.22%
146SCIENCE APPLICATIONS INTL CORP80862510735,000$3.9M0.21%
147SEABOARD CORP DELSE1,600$3.9M0.21%
148SUNOPTA INCSTKL500,000$3.9M0.21%
149HUDSON GLOBAL INCSTRRP291,863$3.8M0.21%
150EVERTEC INCEVTC110,000$3.8M0.21%
151COLUMBUS MCKINNON CORP N YCMCO100,000$3.7M0.20%
152UNILEVER PLCUNLYF65,314$3.7M0.20%
153KENNAMETAL INCKMT151,062$3.6M0.20%
154MARCUS CORP DELMCS150,000$3.2M0.18%
155NEW JERSEY RES CORPNJR66,994$3.1M0.17%
156NORTHWESTERN ENERGY GROUP INNWE56,302$3.0M0.16%
157JOHNSON & JOHNSONJNJ20,611$3.0M0.16%
158ONE GAS INCOGS42,874$3.0M0.16%
159CHARLES RIV LABS INTL INC15986410716,059$3.0M0.16%
160MIDWESTONE FINL GROUP INC NE598511103100,000$2.9M0.16%
161CONSOLIDATED WATER CO INCCWCO109,443$2.8M0.15%
162HARVARD BIOSCIENCE INCHBIO1,200,000$2.5M0.14%
163STARBUCKS CORPSBUX26,735$2.4M0.13%
164WAYFAIR INCW55,000$2.4M0.13%
165ENCOMPASS HEALTH CORPEHC25,903$2.4M0.13%
166MAMAS CREATIONS INC56146T103300,000$2.4M0.13%
167MARTEN TRANS LTDMRTN150,000$2.3M0.13%
168BABCOCK & WILCOX ENTERPRISESBW-PA1,373,500$2.3M0.12%
169TWIN DISC INCTWIN180,000$2.1M0.11%
170QUAD / GRAPHICS INCQUAD300,000$2.1M0.11%
171CISCO SYS INCCSCO34,728$2.1M0.11%
172TEXAS INSTRS INC88250810410,868$2.0M0.11%
173BWX TECHNOLOGIES INCBWXT17,931$2.0M0.11%
174INTERACTIVE BROKERS GROUP IN45841N10711,111$2.0M0.11%
175ALGOMA STL GROUP INC015658107200,000$2.0M0.11%
176ACUSHNET HLDGS CORPGOLF26,820$1.9M0.10%
177ORACLE CORPORCL-PD11,202$1.9M0.10%
178SUNCOR ENERGY INC NEWSU51,652$1.8M0.10%
179ANAVEX LIFE SCIENCES CORPAVXL155,850$1.7M0.09%
180LAKELAND FINL CORP51165610022,319$1.5M0.08%
181PBF ENERGY INCPBF53,482$1.4M0.08%
182MICRON TECHNOLOGY INCMU16,314$1.4M0.07%
183EXXON MOBIL CORPXOM12,746$1.4M0.07%
184SENSATA TECHNOLOGIES HLDG PLST50,000$1.4M0.07%
185CANADIAN NATL RY CO13637510212,185$1.2M0.07%
186FIRSTCASH HOLDINGS INCFCFS10,733$1.1M0.06%
187SIMPSON MFG INC8290731055,356$888,1850.05%
188SELECT SECTOR SPDR TR81369Y2094,281$588,9370.03%
189BOSTON BEER INCSAM1,384$415,1720.02%
190SELECT SECTOR SPDR TR81369Y3082,823$221,9160.01%
191WISDOMTREE TRWT3,157$198,7330.01%
192CAL MAINE FOODS INCCALM1,082$111,3590.01%
193SELECT SECTOR SPDR TR81369Y5061,271$108,8740.01%
194SELECT SECTOR SPDR TR81369Y100796$66,9750.00%
195ISHARES TR464287655213$47,0640.00%
196SELECT SECTOR SPDR TR81369Y605714$34,5080.00%
197SELECT SECTOR SPDR TR81369Y704221$29,1190.00%
198SELECT SECTOR SPDR TR81369Y886283$21,4200.00%