Heartland Mid Cap Value Fund Q3 2026 Portfolio Activity

Bentley Systems, a newly initiated position during the quarter, is an example of a stock getting heavily discounted by a negative top-down industry narrative, with defensible and compelling long-term prospects. Watsco announced the acquisition of two separate family-run businesses. These acquisitions should increase revenue and cash flow by roughly 10%. We remained committed to MarketAxess stock for several reasons, including the fact that the company was exiting a heavy investment cycle, setting up strong operating leverage.

Seeking Alpha • Oct 13, 2026

BBH Capital Partners Private Equity Exits The Granite Group

NEW YORK--(BUSINESS WIRE)--BBH Capital Partners Private Equity (BBHCP) today announced the successful exit of its investment in The Granite Group (Granite), a diversified distributor of plumbing and HVAC products, in connection with Granite's agreement to be acquired by Watsco, Inc. (NYSE: WSO). Founded in 1971 and headquartered in Concord, New Hampshire, Granite is a third-generation, family-led distributor serving customers across New Hampshire, Vermont, Maine, Massachusetts, Connecticut, Rho.

Business Wire • Oct 12, 2026

Top 50 High-Quality Dividend Growth Stocks For October 2026

I track an investable universe of 50 high-quality dividend growth stocks to identify attractive entry points based on valuation and future return potential. Applied Materials, D.R. Horton, and Home Depot saw notable ranking improvements due to upgraded EPS growth estimates and/or favorable valuation shifts. 44 out of 50 stocks currently offer a forward return estimate of at least 10%, with 32 appearing potentially undervalued based on free cash flow mean reversion.

Seeking Alpha • Oct 11, 2026

Watsco Schedules Third Quarter Conference Call On Tuesday, October 27, 2026 at 10:00 a.m. (EDT)

Watsco, Inc. (NYSE: WSO) announced today that it has scheduled a conference call to discuss its 2026 third quarter results on Tuesday, October 27, 2026 at 10:00 a.m. (EDT). Prepared remarks regarding the results will be followed by a question-and-answer session with the senior management team. The conference call will be webcast by CCBN's StreetEvents and can be found under the link highlighted on our website at www.watsco.com. The earnings results will be released before the market opens on October 27, 2026. A replay of the conference call will be available on our website.

GlobeNewsWire • Oct 9, 2026

Watsco Declares $3.30 Quarterly Dividend

MIAMI, Oct. 01, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc.'s (NYSE: WSO) Board of Directors has declared a regular quarterly cash dividend of $3.30 on each outstanding share of its Common and Class B common stock payable on October 30, 2026 to shareholders of record at the close of business on October 16, 2026. Watsco has paid dividends to shareholders for 52 consecutive years.

GlobeNewsWire • Oct 1, 2026

Where I'd Put My Next $10,000 In Stocks

I favor hyperscalers like Amazon and Alphabet over their suppliers due to AI buildout bottlenecks and superior cash flow resilience. AI infrastructure delays and financing risks may slow mid-term growth, benefiting well-capitalized hyperscalers while tempering expectations for suppliers and semiconductors. High-quality cyclical stocks and select REITs like Getty Realty offer contrarian value as rate-driven market pressures create rebound opportunities if rates ease.

Seeking Alpha • Sep 29, 2026

These 3 Boring Stocks Have One Thing in Common: Demand That Cannot Wait

A busted furnace in January or a cracked water main under Main Street share something important: neither waits for the economy to cooperate.

24/7 Wall Street • Sep 26, 2026

5 Industrial Distributors With a Competitive Advantage Hiding in Plain Sight

Some distributors are so deeply wired into their customers' factories and procurement systems that a cheaper rival barely registers as a threat.

24/7 Wall Street • Sep 24, 2026

Watsco, Inc. (WSO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Watsco, Inc. (WSO) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Seeking Alpha • Sep 17, 2026

Will Watsco's Granite Group Deal Strengthen Its Plumbing Market Reach?

Watsco, Inc. WSO has entered into an agreement to acquire The Granite Group, a distributor of plumbing and HVAC products. The Granite Group generates approximately $500 million in sales across seven Northeast states.

Zacks Investment Research • Sep 15, 2026