From Yahoo Finance: 2025-05-08 10:08:00

Heartland Advisors released its Q1 2025 Investor Letter for the Opportunistic Value Equity Strategy, showing a 0.90% return compared to the Russell 3000® Value Index’s 1.64%. Stock selection varied, with positive effects in Utilities and Information Technology. Find the fund’s top 5 holdings for 2025.

In Q1 2025, Heartland Opportunistic Value Equity Strategy highlighted Donaldson Company, Inc. (NYSE:DCI). The Minnesota-based company manufactures filtration systems and parts, with a one-month return of 3.34% and a 10.93% loss over 52 weeks. On May 7, 2025, DCI closed at $66.15 per share.

Heartland’s Q1 2025 investor letter mentioned their new position in Donaldson Company, Inc. (NYSE:DCI), emphasizing the company’s focus on aftermarket revenue for stability. DCI operates in niche markets, with 65% aftermarket and 35% first fit sales, providing a reliable revenue stream.

Despite not being among the 30 Most Popular Stocks Among Hedge Funds, 26 hedge fund portfolios held Donaldson Company, Inc. (NYSE:DCI) in Q4 2024. DCI reported $870 million in sales in Q2 2025, down 1% YoY. While DCI shows potential, Heartland believes AI stocks offer greater returns in a shorter time frame.

Read more: Should You Expect Upside Potential in Donaldson Company (DCI)?