Letters by company

Calavo Growers INC

1 letter discussing CVGW. Everything written about it on this site is on its ticker page.

Heartland Advisors Heartland Value Fund 1Q26 Portfolio Manager Commentary Heartland Value Fund argues that geopolitical volatility has not derailed a longer-term rotation toward small-cap value, citing discounted valuations, improving fundamentals and underownership. The fund exited acquired holdings Calavo Growers, SunOpta, Alexander & Baldwin and Plymouth Industrial, while adding conviction in Allegiant, i3 Verticals and Chiron Real Estate. 1Q26 +7.4% ALGT $2.1BCVGW delistedIIIV $436MSTKL delisted