Inflation Pressure Strengthens FirstCash Holdings (FCFS)
Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for the “Heartland Value Plus Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hood River Capital Management David Swank | 1,221,912 | $264,324,004 | +8% | 1.92% |
| 2. | AQR Capital Management Cliff Asness | 376,814 | $81,512,507 | -22% | 0.03% |
| 3. | Driehaus Capital Richard Driehaus | 276,029 | $59,710,593 | +24% | 0.35% |
| 4. | Azora Capital Ravi Chopra | 210,705 | $45,579,706 | +118% | 1.92% |
| 5. | Tremblant Capital Brett Barakett | 203,059 | $43,925,723 | +46% | 1.26% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $75.78 | 11,715 | $887,762.70 | 16,443 | 2022-02-23 | Filing | |
| $76.18 | 1,472 | $112,136.96 | 4,728 | 2022-02-22 | Filing | |
| $85.89 | 1,700 | $146,013.00 | 5,005 | 2018-05-01 | Filing | |
| $73.64 | 1,080 | $79,531.20 | 8,283 | 2018-02-05 | Filing | |
| $8.07 | 100,000 | $807,000.00 | 100,000 | 2008-03-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $225.23 | 6,835 | $1,539,447.05 | 20,400 | 2026-06-05 | Filing | |
| $231.13 | 3,165 | $731,526.45 | 27,235 | 2026-05-28 | Filing | |
| $228.49 | 10,000 | $2,284,900.00 | 140,846 | 2026-05-18 | Filing | |
| $226.41 | 3,000 | $679,230.00 | 32,406 | 2026-05-19 | Filing | |
| $227.28 | 1,000 | $227,280.00 | 35,734 | 2026-05-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,031,570 | $1,088,429,308 | 0.02% | |
| 2. | 3,047,495 | $659,234,047 | 0.03% | |
| 3. | 2,106,406 | $455,657,746 | 1.64% | |
| 4. | 2,025,879 | $438,238,145 | 0.02% | |
| 5. | 1,697,821 | $367,272,639 | 0.01% |