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Equity Research Database
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.
A recently added holding is Hillman Solutions (HLMN). If you walk...
— The Heartland Investment Team
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Other investors who've written on Hillman Solutions Corp.
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...
Delek US Holdings has faced operational headwinds, but its structural sum-of-the-parts value remains highly attractive relative to its depressed stock price. Management actions, including...