Rising Power Demand Fuels ON Semiconductor’s (ON) Upside
Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”. A copy can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Skylands Capital Charles Paquelet | 68,620 | $6,487,335 | -7% | 0.8% |
| 2. | Levin Easterly Partners John Murphy | 40,000 | $3,781,600 | 0.19% | |
| 3. | Lee Munder Capital Group Lee Munder | 4,790 | $452,847 | -95% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $45.26 | 17,000 | $769,420.00 | 17,000 | 2021-09-07 | Filing | |
| $11.30 | 2,500 | $28,250.00 | 55,028 | 2016-11-10 | Filing | |
| $7.05 | 2,037 | $14,360.85 | 187,417 | 2016-02-12 | Filing | |
| $7.06 | 4,000 | $28,240.00 | 185,380 | 2016-02-12 | Filing | |
| $6.99 | 7,000 | $48,930.00 | 181,380 | 2016-02-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $100.00 | 30,000 | $3,000,000.00 | 271,194 | 2026-04-24 | Filing | |
| $93.00 | 30,000 | $2,790,000.00 | 301,194 | 2026-04-23 | Filing | |
| $80.00 | 30,000 | $2,400,000.00 | 331,194 | 2026-04-16 | Filing | |
| $58.67 | 6,114 | $358,708.38 | 173,943 | 2026-03-13 | Filing | |
| $71.77 | 44,263 | $3,176,759.94 | 198,995 | 2026-02-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,807,808 | $265,450,168 | 0.33% | |
| 2. | 707,319 | $66,869,938 | 0.1% | |
| 3. | 622,620 | $58,862,495 | 0.45% | |
| 4. | 21,800,000 | $26,356,781 | 0.26% | |
| 5. | 277,300 | $26,215,942 | 1.24% |