Ownership history in JACOBS LEVY EQUITY MANAGEMENT, INC Β· 40 quarters on record
This page tracks every 13F SEC filing in which JACOBS LEVY EQUITY MANAGEMENT, INC reported a position in HEARTLAND EXPRESS COM (HTLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π JACOBS LEVY EQUITY MANAGEMENT, INC underperformed the S&P 500 by β25.2% annually on this HTLD position. Timing score: 53% (18/34 decisions correct). Average cost basis: $11.80. Maximum drawdown during holding period: β64.1%.
β Significantly underperformed the S&P 500 by 25.2% ann.
38 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
18 of 34 add/trim decisions correct
Best entry: $6.74 (2002 Q1) Β· Worst: $21.71 (2017 Q4)
πͺ Held through 2 major drawdowns (>20%).
17 adds Β· 19 trims. Bought during 7 of 17 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size