HTLD β€” Heartland Express Inc

Ownership history in Dean Capital Management  Β·  34 quarters on record

AI Ownership Summary

Dean Capital Management reported Heartland Express Inc (HTLD) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.83% in 2024 Q2. The latest visible filing shows HTLD at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HTLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dean Capital Management's position in Heartland Express Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HTLD was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.83% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dean Capital Management held HTLD β€” position size vs. price
% of Fund (quarterly)    HTLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 136,909 +58,167 +73.9% 0.53% $1.2M 2026-02-14 (Est.) $11.26
2025 Q3 REDUCED 78,742 -149,329 -65.5% 0.26% $660K 2025-11-14 $7.49
2025 Q2 ADDED 228,071 +42,557 +22.9% 0.81% $2.0M 2025-08-14 $8.26
2025 Q1 ADDED 185,514 +97,877 +111.7% 0.75% $1.7M 2025-05-16 $8.98
2024 Q4 REDUCED 87,637 -128,244 -59.4% 0.42% $983K 2025-02-14 $11.27
2024 Q3 ADDED 215,881 +37,654 +21.1% 1.13% $2.7M 2024-11-14 $12.26
2024 Q2 ADDED 178,227 +24,314 +15.8% 2.83% $2.2M 2024-08-14 $11.84
2024 Q1 ADDED 153,913 +3,899 +2.6% 1.07% $1.8M 2024-05-14 $11.24
2023 Q4 ADDED 150,014 +18,712 +14.3% 1.32% $2.1M 2024-02-14 $12.58
25 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding HTLD

As of 2026 Q1 β€” sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.02%

FAQ About Dean Capital Management and HTLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dean Capital Management reported owning HTLD?

Dean Capital Management reported HTLD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HTLD position in Dean Capital Management's portfolio?

The largest reported portfolio weight for HTLD was 2.83% in 2024 Q2.

What is the latest reported HTLD position on this page?

The most recent filing on this page is 2025 Q4, when Dean Capital Management reported 136,909 shares, equal to 0.53% of portfolio, with an estimated market value of $1.2M.

What does the chart on this HTLD ownership page compare?

The chart compares Dean Capital Management's quarterly HTLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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