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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Heartland increased its exposure after a 30%+ selloff triggered by a lowered outlook. The manager believes...
— The Heartland Investment Team
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Other investors who've written on Integer Holdings Corporation
More institutional theses from Heartland Value Fund
Integer Holdings Corporation ($ITGR), representing 1.96% of the Fund's net assets, is a medical device contract development and manufacturing organization (CDMO) that partners with healthcare companies to engineer and produce critical medical technologies. Heartland maintained a...
Academy Sports and Outdoors ($ASO), representing 2.13% of the Fund's net assets, is a regional sporting goods and outdoor recreation retailer generating approximately $6 billion in annual sales. Heartland established an...
Hillman Solutions ($HLMN), representing 0.70% of the Fund's net assets, is a specialized distributor of fasteners, hardware, and home improvement accessories to major retail chains. Heartland recently initiated...