HEARTLAND ADVISORS INC PBH PRESTIGE BRANDS HLDGS INC COM

Ownership history in HEARTLAND ADVISORS INC  ·  5 quarters on record

AI Ownership Summary

HEARTLAND ADVISORS INC reported PRESTIGE BRANDS HLDGS INC COM (PBH) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.25% in 2025 Q4. The latest visible filing shows PBH at 0.24% 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 PBH 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 PRESTIGE BRANDS HLDGS INC COM, 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
2026 Q1

PBH was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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 Q2 to 2026 Q1

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 PBH — position size vs. price
% of Fund (quarterly)    PBH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 79,921 +4,930 +6.6% 0.24% $4.7M 2026-05-06 $54.31
2025 Q4 ADDED 74,991 +10,615 +16.5% 0.25% $4.6M 2026-02-11 $65.97
2025 Q3 ADDED 64,376 +18,851 +41.4% 0.21% $4.0M 2025-11-07 $59.95
2025 Q2 REDUCED 77.2% -22.4% 45,525 -154,475 -77.2% 0.20% $3.6M 2025-08-12 $65.31
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HEARTLAND ADVISORS INC and PBH

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 PBH?

HEARTLAND ADVISORS INC reported PBH across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

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

The largest reported portfolio weight for PBH was 0.25% in 2025 Q4.

What is the latest reported PBH position on this page?

The most recent filing on this page is 2026 Q1, when HEARTLAND ADVISORS INC reported 79,921 shares, equal to 0.24% of portfolio, with an estimated market value of $4.7M.

What does the chart on this PBH ownership page compare?

The chart compares HEARTLAND ADVISORS INC's quarterly PBH 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 PBH position?

Based on 13F filing dates vs. subsequent PBH price moves, HEARTLAND ADVISORS INC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on PBH relative to SPY over the holding period was -35.9%.

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