Heartland Mid Cap Value Fund’s Views on J.B. Hunt Transport Services (JBHT)

2 hours ago 1

Soumya Eswaran

Tue, January 13, 2026 astatine 7:35 AM CST 3 min read

Heartland Advisors, an concern absorption company, released its “Heartland Mid Cap Value Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. As the wide banal marketplace continues to widen, mid-caps are not experiencing the same. The high-quality worth stocks proceed to underperform, portion speculative, low-quality, and momentum-driven sections of the marketplace have received important attention, and the valuation gaps are widening further. Against this backdrop, the Fund’s portfolio mislaid 1.92% successful the quarter, versus the Russell Midcap® Value Index’s 1.42% return. The underperformance of its Quality Value holdings deed the show of the strategy successful the quarter. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Heartland Mid Cap Value Fund highlighted stocks specified arsenic J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT). J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is simply a US based freight and logistics company. On January 12, 2026, J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) banal closed astatine $206.33 per share. One-month instrumentality of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) was 4.86%, and its shares gained 13.61% of their worth implicit the past 52 weeks. J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) has a marketplace capitalization of $19.973 billion.

Heartland Mid Cap Value Fund stated the pursuing regarding J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) successful its 4th fourth 2025 capitalist letter:

Industrials. One country of encouragement is Industrials wherever J.B. Hunt Transport Servies (JBHT) was our apical contributor successful the assemblage and for our portfolio successful the quarter.

J.B. Hunt, which falls into the Deep Value bucket, is simply a diversified proscription institution focusing connected intermodal shipping. Customers prosecute Hunt to determination freight utilizing antithetic methods of proscription to trim cost. The institution owns the largest fleet of 53-foot shipping containers, which let for 3 ocean-freight shipping units to beryllium consolidated into 2 Hunt containers that tin past beryllium moved by obstruction and company-owned trucks. Hunt’s “mode agnostic” attack sets it isolated from the competition, arsenic does its size. JBHT’s intermodal concern is astir doubly arsenic large arsenic the adjacent largest competitor, resulting successful a standard and outgo vantage that has produced precocious returns connected superior and amended prices for customers.