Letters by company

i3 Verticals, Inc.

1 letter discussing IIIV. 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 geopolitical volatility has not derailed a rotation toward undervalued small-value stocks, and it is recycling gains into companies with management, insider-buying, or catalyst-driven rerating potential. It exited acquired holdings including Calavo Growers and SunOpta, added to Allegiant, and identifies i3 Verticals and Chiron Real Estate as mispriced opportunities. 1Q26 ALGT $2.1BIIIV $390MXRN $449M