FirstCash Holdings, Inc.

• HA Heartland Advisors Heartland Value Plus Fund 2Q26 Portfolio Manager Commentary ↗ Heartland Value Plus Fund emphasized established semiconductor and electrical-component holdings benefiting from AI data-center buildouts while retaining valuation discipline. It argued that Littelfuse, FirstCash and Century Communities combine discounted valuations with cash returns to shareholders, even as their end markets differ sharply from the AI trade. 2Q26 CCS $1.6BFCFS $9.2BLFUS $11B

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