Heartland Value Plus Fund

Heartland Value Plus Fund is a registered fund series of HEARTLAND GROUP INC. (series S000003524). Net assets $293.7M as of 2026-03-31.

Profile

Advisers

Top holdings (110 reported)

Showing 15 of 110 holdings by value.

HoldingTickerValue% of fund
Royalty Pharma Plc$9.6M326.66%
Royalty Pharma Plc$9.6M326.66%
Envista Holdings Corp$9.5M323.93%
Envista Holdings Corp$9.5M323.93%
Stifel Financial Corp$9.2M314.61%
Stifel Financial Corp$9.2M314.61%
Fnb Corp/pa$9.2M313.11%
Fnb Corp/pa$9.2M313.11%
Fb Financial Corp$9.1M309.49%
Fb Financial Corp$9.1M309.49%
Seacoast Banking Corp Of Florida$9.1M309.40%
Seacoast Banking Corp Of Florida$9.1M309.40%
Associated Banc-corp$8.9M303.77%
Associated Banc-corp$8.9M303.77%
Lamar Advertising Co$8.9M301.88%

Net asset history

Report dateNet assets
2026-03-31$293.7M
2025-12-31$285.4M
2025-09-30$295.4M
2025-06-30$268.6M
2025-03-31$274.5M
2024-12-31$282.6M
2024-09-30$300.1M
2024-06-30$292.0M

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