HTLD β€” HEARTLAND EXPRESS INC

Ownership history in Wallace Capital Management Inc.  Β·  2 quarters on record

AI Ownership Summary

Wallace Capital Management Inc. reported HEARTLAND EXPRESS INC (HTLD) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.03% in 2025 Q4. The latest visible filing shows HTLD at 1.03% 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.

What this HTLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wallace Capital Management Inc.'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 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% 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 Q3 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 Wallace Capital Management Inc. held HTLD β€” position size vs. price
% of Fund (quarterly)    HTLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 946,374 +374,874 +65.6% 1.03% $8.5M 2026-02-14 (Est.) $11.28
2025 Q3 INITIATED 571,500 β€” β€” 0.60% $4.8M 2025-11-14 $7.50

FAQ About Wallace Capital Management Inc. and HTLD

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

How long has Wallace Capital Management Inc. reported owning HTLD?

Wallace Capital Management Inc. reported HTLD across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported HTLD position in Wallace Capital Management Inc.'s portfolio?

The largest reported portfolio weight for HTLD was 1.03% in 2025 Q4.

What is the latest reported HTLD position on this page?

The most recent filing on this page is 2025 Q4, when Wallace Capital Management Inc. reported 946,374 shares, equal to 1.03% of portfolio, with an estimated market value of $8.5M.

What does the chart on this HTLD ownership page compare?

The chart compares Wallace Capital Management Inc.'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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