HEARTLAND ADVISORS INC COO COOPER COS INC COM NEW

Ownership history in HEARTLAND ADVISORS INC  ·  11 quarters on record

AI Ownership Summary

HEARTLAND ADVISORS INC reported COOPER COS INC COM NEW (COO) in 11 quarterly 13F filings from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.83% in 2025 Q4. The latest visible filing shows COO at 0.83% 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 COO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HEARTLAND ADVISORS INC's position in COOPER COS INC COM NEW, 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

COO was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2025 Q4

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

Time in book
Holding Window
2025 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 HEARTLAND ADVISORS INC held COO — position size vs. price
% of Fund (quarterly)    COO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 60.0% -12.8% 187,263 -281,022 -60.0% 0.83% $15.3M 2026-02-14 (Est.) $82.99
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HEARTLAND ADVISORS INC and COO

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

How long has HEARTLAND ADVISORS INC reported owning COO?

HEARTLAND ADVISORS INC reported COO across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported COO position in HEARTLAND ADVISORS INC's portfolio?

The largest reported portfolio weight for COO was 0.83% in 2025 Q4.

What is the latest reported COO position on this page?

The most recent filing on this page is 2025 Q4, when HEARTLAND ADVISORS INC reported 187,263 shares, equal to 0.83% of portfolio, with an estimated market value of $15.3M.

What does the chart on this COO ownership page compare?

The chart compares HEARTLAND ADVISORS INC's quarterly COO 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.

How well did HEARTLAND ADVISORS INC time their COO position?

Based on 13F filing dates vs. subsequent COO price moves, HEARTLAND ADVISORS INC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on COO relative to SPY over the holding period was +12.3%.

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