Calavo Growers (CVGW) is a Fruitful Investment in Heartland Value Fund’s Portfolio

2 hours ago 1

Soumya Eswaran

Thu, April 16, 2026 astatine 11:19 AM CDT 3 min read

Heartland Advisors, an concern absorption company, released its first-quarter 2026 capitalist missive for “Heartland Value Fund”. A transcript of the missive tin beryllium downloaded here. At the opening of the year, tiny caps outperformed ample caps by a wide margin; however, expanding geopolitical risks successful March led investors to favour larger-cap companies perceived arsenic safer. The steadfast is optimistic astir the semipermanent prospects up for tiny worth stocks. The Fund appreciated 7.35% successful the archetypal 4th compared with the 4.96% instrumentality for the Russell 2000® Value Index. Stock enactment contributed to the Fund’s outperformance successful the 4th and crossed the past one, three, and 5 years. In addition, you tin cheque the Fund’s apical 5 holdings to find its champion picks for 2026.

In its first-quarter 2026 capitalist letter, Heartland Value Fund highlighted Calavo Growers, Inc. (NASDAQ:CVGW). Calavo Growers, Inc. (NASDAQ:CVGW) is simply a starring distributor of avocados, prepared avocados, and different perishable foods. On April 15, 2026, Calavo Growers, Inc. (NASDAQ:CVGW) closed astatine $26.64 per share. One-month instrumentality of Calavo Growers, Inc. (NASDAQ:CVGW) was 9.17%, and its shares gained 1.87% implicit the past 52 weeks. Calavo Growers, Inc. (NASDAQ:CVGW) has a marketplace capitalization of $476.523 million.

Heartland Value Fund stated the pursuing regarding Calavo Growers, Inc. (NASDAQ:CVGW) successful its Q1 2026 capitalist letter:

"During the archetypal quarter, for example, Calavo Growers, Inc. (NASDAQ:CVGW), a marketer and distributor of avocados and guacamole, agreed to beryllium acquired by its biggest publically owned rival. We began to accumulate shares of this institution successful aboriginal 2025, which we person antecedently highlighted arsenic an illustration of the types of stocks our process identifies. That was soon aft its long-time erstwhile CEO returned to stabilize operations. Prior to that, the institution endured a prolonged play of mismanagement nether respective main executives.

At Heartland, our information enactment strategy is guided by our 10 Principles of Value Investing™, and 1 of those precepts directs america to companies with susceptible absorption and insider ownership. Calavo showed however important effectual absorption tin beryllium for creating shareholder value, arsenic evidenced by our little but fruitful concern successful the stock."

Calavo Growers, Inc. (NASDAQ:CVGW) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 18 hedge money portfolios held Calavo Growers, Inc. (NASDAQ:CVGW) astatine the extremity of the 4th quarter, the aforesaid arsenic successful the erstwhile quarter. While we admit the imaginable of Calavo Growers, Inc. (NASDAQ:CVGW) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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