Heritage Group

2 filings 2 distinct issuers Active 2019-04-18 → 2026-06-05

Track Record

Total filings

1 SCHEDULE 13D/A · 1 SC

Distinct issuers

100% issuer diversity

Median stake

16.56%

14,523,185 avg shares

AI briefs cached

0/2

intent-classified filings

Backtested Performance · post-filing returns (split + dividend adjusted)

Median 30d

+4.8%

across 1 filings · win rate 100%

Median 60d

—

across 0 filings · win rate —

Median 90d

—

across 0 filings · win rate —

Median 1y

—

across 0 filings · win rate —

Anchor: closest trading day on/after filing's date_of_event. Source: Yahoo Finance daily adj_close. Past performance is not indicative of future results.

Filings · 2 total

Filed	Form	Issuer	Stake	Shares	Intent
2026-06-05	SCHEDULE 13D/A	Calumet, Inc.CLMT	16.56%	14,523,185		view →
2019-04-18	SC	Calumet Specialty Products Partners, L.P.	—	—		view →

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