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The Analysis of Heritage Group's Holdings & P&L
Currently, Heritage Group holds 1 types of securities in its portfolio with a total value $543.3M. In the most recent quarter, they have increased their positions in CLMT (+14.5M shares, valued at $543.3M); initiated new positions in CLMT (+14.5M shares, valued at $543.3M).
Top Holding Treemap
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Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
New
Shares14.5M
Event2026-06-05
Filed2026-06-05
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available