Letters by company
Unitil CORP
1 letter discussing UTL. Everything written about it on this site is on its ticker page.
- Heartland Advisors Heartland Value Fund 2Q26 Portfolio Manager Commentary Heartland Value Fund reduced technology exposure amid AI-driven valuations and added to overlooked positions across several sectors. It rebuilt positions in Photronics and Sonic Automotive, backed i3 Verticals’ public-sector software advantages, and favored Unitil’s gas-conversion opportunity over AI-linked utilities. 2Q26 IIIV $418MPLAB $1.8BSAH $1.9B