Heartland Express (HTLD): Palm Valley Capital Fund’s Top Q4 Contributor

2 weeks ago 5

Soumya Eswaran

Tue, January 6, 2026 astatine 8:26 AM CST 3 min read

Palm Valley Capital Management, an concern absorption firm, has released the “Palm Valley Capital Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 4th quarter, Palm Valley Capital Fund appreciated 0.66% compared to a 1.70% summation for the S&P SmallCap 600 and a 3.12% emergence successful the Morningstar Small Cap Total Return Index. At the opening of the quarter, the Fund allocated 74.1% to Treasury bills and accrued to 76.3% by the extremity of the quarter. The equity holdings of the Fund roseate by 1.12% implicit the past 3 months (excluding the effects of money operating expenses). The show of equities was positively influenced by the investments successful precious metals, peculiarly arsenic metallic has been the Fund's largest allocation for the past fewer years. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Palm Valley Capital Fund highlighted stocks specified arsenic Heartland Express, Inc. (NASDAQ:HTLD). Heartland Express, Inc. (NASDAQ:HTLD) is simply a short-to-medium and long-haul truckload carrier. The one-month instrumentality of Heartland Express, Inc. (NASDAQ:HTLD) was 6.26%, and its shares mislaid 8.97% of their worth implicit the past 52 weeks. On January 5, 2026, Heartland Express, Inc. (NASDAQ:HTLD) banal closed astatine $9.84 per share, with a marketplace capitalization of $762.084 million.

Palm Valley Capital Fund stated the pursuing regarding Heartland Express, Inc. (NASDAQ:HTLD) successful its 4th fourth 2025 capitalist letter:

"One of the Fund’s apical contributors successful the 4th fourth was Heartland Express, Inc. (NASDAQ:HTLD). While the freight recession has been severe, Heartland’s operating results look to beryllium stabilizing. Trucking rates person shown signs of bottoming and are opening to summation from precise depressed levels. There is increasing optimism that ongoing capableness reductions volition enactment much meaningful pricing betterment successful 2026. Additionally, stricter enforcement of trucking regulations is expected to further constrain the proviso of disposable drivers. Early indicators suggest that profitability could instrumentality to some the trucking assemblage and Heartland Express implicit the coming year. In the meantime, we expect Heartland’s equilibrium expanse volition proceed to improve, arsenic the institution has been reducing capableness and limiting superior expenditures connected caller equipment, helping trim nett indebtedness by 60% successful 3 years."

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