Heartland Mid Cap Value Fund’s New Addition: Murphy USA (MUSA)
Heartland Advisors, an investment management company, released its first-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 185 | $91,384 | +169% | 0.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $367.01 | 5,000 | $1,835,038.50 | 389,172 | 2025-08-05 | Filing | |
| $435.58 | 1,000 | $435,580.00 | 1,000 | 2025-05-27 | Filing | |
| $121.48 | 250 | $30,370.00 | 506 | 2020-11-03 | Filing | |
| $96.97 | 256 | $24,824.32 | 256 | 2020-03-02 | Filing | |
| $67.02 | 7,450 | $499,299.00 | 580,061 | 2018-05-04 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $422.44 | 137 | $57,723.89 | 0 | 2026-03-05 | Filing | |
| $420.00 | 5,038 | $2,115,960.00 | 6,008 | 2026-03-05 | Filing | |
| $382.53 | 899 | $343,894.47 | 0 | 2026-02-26 | Filing | |
| $388.61 | 2,844 | $1,105,206.84 | 3,083 | 2026-02-23 | Filing | |
| $395.19 | 1,155 | $456,444.45 | 1,543 | 2026-02-24 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 52,593 | $25,979,365 | 3.78% | |
| 2. | 39,805 | $19,662,476 | 0.97% | |
| 3. | 8,130 | $3,814,787 | 0.01% | |
| 4. | 5,036 | $2,487,633 | 0.03% | |
| 5. | 4,000 | $1,975,880 | 0.2% |