0000892712-14-000577.txt : 20140814
0000892712-14-000577.hdr.sgml : 20140814
20140814103751
ACCESSION NUMBER: 0000892712-14-000577
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140630
FILED AS OF DATE: 20140814
DATE AS OF CHANGE: 20140814
EFFECTIVENESS DATE: 20140814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: HEARTLAND ADVISORS INC
CENTRAL INDEX KEY: 0000937394
IRS NUMBER: 391078128
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-04131
FILM NUMBER: 141040226
BUSINESS ADDRESS:
STREET 1: 789 N WATER STREET
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
BUSINESS PHONE: 414-347-7777
MAIL ADDRESS:
STREET 1: 789 N WATER STREET
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0000937394
XXXXXXXX
06-30-2014
06-30-2014
HEARTLAND ADVISORS INC
789 N WATER STREET
MILWAUKEE
WI
53202
13F HOLDINGS REPORT
028-04131
N
Paul T. Beste
Chief Operating Officer
414-347-7777
/s/ Paul T. Beste
Milwaukee
WI
08-14-2014
0
259
5752713
false
INFORMATION TABLE
2
aci_13f.xml
FORM 13F INFORMATION TABLE
AAR CORP
COM
000361105
16611
602724
SH
SOLE
588424
0
14300
ABBVIE INC
COM
00287Y109
2168
38412
SH
SOLE
37291
0
1121
ACACIA RESH CORP
ACACIA TCH COM
003881307
2197
123802
SH
SOLE
123802
0
0
ACCURAY INC
COM
004397105
13200
1500000
SH
SOLE
1500000
0
0
ACTUATE CORP
COM
00508B102
6711
1407000
SH
SOLE
1407000
0
0
ADTRAN INC
COM
00738A106
5268
233522
SH
SOLE
212150
0
21372
AEGEAN MARINE PETROLEUM NETW
SHS
Y0017S102
5045
500000
SH
SOLE
500000
0
0
ALBANY INTL CORP
CL A
012348108
41490
1092991
SH
SOLE
1092991
0
0
ALCO STORES INC
COM
001600105
2899
380400
SH
SOLE
380400
0
0
ALCOA INC
COM
013817101
263
17635
SH
SOLE
17635
0
0
AMERICAN PUBLIC EDUCATION IN
COM
02913V103
21327
620342
SH
SOLE
569495
0
50847
AMPCO-PITTSBURGH CORP
COM
032037103
3599
156879
SH
SOLE
156879
0
0
ARCH COAL INC
COM
039380100
3650
1000000
SH
SOLE
1000000
0
0
ARCTIC CAT INC
COM
039670104
3659
92883
SH
SOLE
90923
0
1960
ARGAN INC
COM
04010E109
5706
153009
SH
SOLE
153009
0
0
ASSOCIATED BANC CORP
COM
045487105
69724
3856424
SH
SOLE
3856424
0
0
ASTEC INDS INC
COM
046224101
19746
450000
SH
SOLE
450000
0
0
AT&T INC
COM
00206R102
25952
733949
SH
SOLE
673738
0
60211
AURICO GOLD INC
COM
05155C105
8618
2016708
SH
SOLE
2016708
0
0
AUTOLIV INC
COM
052800109
297
2782
SH
SOLE
2782
0
0
AVERY DENNISON CORP
COM
053611109
235
4581
SH
SOLE
4581
0
0
AVX CORP NEW
COM
002444107
278
20937
SH
SOLE
20937
0
0
BAKER HUGHES INC
COM
057224107
30321
407262
SH
SOLE
373671
0
33591
BANK NEW YORK MELLON CORP
COM
064058100
22945
612181
SH
SOLE
557455
0
54726
BB&T CORP
COM
054937107
22619
573638
SH
SOLE
525665
0
47973
BEBE STORES INC
COM
075571109
610
200000
SH
SOLE
200000
0
0
BEMIS INC
COM
081437105
249
6123
SH
SOLE
6123
0
0
BERKSHIRE HILLS BANCORP INC
COM
084680107
28079
1209249
SH
SOLE
1209249
0
0
BLACK BOX CORP DEL
COM
091826107
27557
1175660
SH
SOLE
1175660
0
0
BOISE CASCADE CO DEL
COM
09739D100
37538
1310691
SH
SOLE
1192585
0
118106
BOSTON PRIVATE FINL HLDGS IN
COM
101119105
20121
1497100
SH
SOLE
1362992
0
134108
BP PLC
SPONSORED ADR
055622104
4210
79698
SH
SOLE
73707
0
5990
BRADY CORP
CL A
104674106
68426
2290810
SH
SOLE
2290810
0
0
BRAVO BRIO RESTAURANT GROUP
COM
10567B109
3903
250000
SH
SOLE
250000
0
0
BRIGGS & STRATTON CORP
COM
109043109
56833
2777756
SH
SOLE
2777756
0
0
BROCADE COMMUNICATIONS SYS I
COM NEW
111621306
168
18271
SH
SOLE
18271
0
0
BROOKLINE BANCORP INC DEL
COM
11373M107
19498
2080845
SH
SOLE
2017681
0
63164
BUNGE LIMITED
COM
G16962105
18306
242018
SH
SOLE
223608
0
18410
C D I CORP
COM
125071100
27384
1900328
SH
SOLE
1900328
0
0
CAMBREX CORP
COM
132011107
20700
1000000
SH
SOLE
1000000
0
0
CAMPUS CREST CMNTYS INC
COM
13466Y105
40439
4669609
SH
SOLE
4345621
0
323988
CAPITAL BK FINL CORP
CL A COM
139794101
10625
450000
SH
SOLE
450000
0
0
CAPITAL CITY BK GROUP INC
COM
139674105
3557
244784
SH
SOLE
244784
0
0
CAPITAL ONE FINL CORP
COM
14040H105
31910
386322
SH
SOLE
356863
0
29459
CARETRUST REIT INC
COM
14174T107
11905
601250
SH
SOLE
601250
0
0
CENTERSTATE BANKS INC
COM
15201P109
18840
1682112
SH
SOLE
1682112
0
0
CHECKPOINT SYS INC
COM
162825103
2798
200000
SH
SOLE
200000
0
0
CHICOS FAS INC
COM
168615102
73170
4314279
SH
SOLE
4314279
0
0
CIBER INC
COM
17163B102
10942
2215048
SH
SOLE
2113248
0
101800
CISCO SYS INC
COM
17275R102
26316
1058992
SH
SOLE
962481
0
96511
COBIZ FINANCIAL INC
COM
190897108
10047
932896
SH
SOLE
932896
0
0
COMMERCIAL METALS CO
COM
201723103
46010
2658006
SH
SOLE
2658006
0
0
COMMERCIAL VEH GROUP INC
COM
202608105
1004
100000
SH
SOLE
100000
0
0
COMPUTER TASK GROUP INC
COM
205477102
9898
601332
SH
SOLE
601332
0
0
COMSTOCK RES INC
COM NEW
205768203
80607
2794968
SH
SOLE
2794968
0
0
CON-WAY INC
COM
205944101
39489
783352
SH
SOLE
783352
0
0
CORNING INC
COM
219350105
3021
137619
SH
SOLE
137619
0
0
CROSS CTRY HEALTHCARE INC
COM
227483104
6520
1000000
SH
SOLE
1000000
0
0
CTS CORP
COM
126501105
41736
2231854
SH
SOLE
2231854
0
0
CUI GLOBAL INC
COM NEW
126576206
5040
600000
SH
SOLE
600000
0
0
CYBEROPTICS CORP
COM
232517102
4794
600000
SH
SOLE
600000
0
0
CYPRESS SEMICONDUCTOR CORP
COM
232806109
17456
1600000
SH
SOLE
1600000
0
0
DAWSON GEOPHYSICAL CO
COM
239359102
8568
299059
SH
SOLE
299059
0
0
DEAN FOODS CO NEW
COM NEW
242370203
47370
2692983
SH
SOLE
2692983
0
0
DENNYS CORP
COM
24869P104
8150
1250000
SH
SOLE
1250000
0
0
DESTINATION XL GROUP INC
COM
25065K104
5510
1000000
SH
SOLE
1000000
0
0
DEVON ENERGY CORP NEW
COM
25179M103
39044
491739
SH
SOLE
449699
0
42040
DEVRY ED GROUP INC
COM
251893103
38334
905395
SH
SOLE
905395
0
0
DIEBOLD INC
COM
253651103
239
5947
SH
SOLE
5947
0
0
DIGIRAD CORP
COM
253827109
6408
1800000
SH
SOLE
1800000
0
0
DIGITAL RLTY TR INC
COM
253868103
33837
580189
SH
SOLE
531821
0
48368
DONEGAL GROUP INC
CL A
257701201
2193
143302
SH
SOLE
143302
0
0
DOUGLAS DYNAMICS INC
COM
25960R105
15558
882950
SH
SOLE
882950
0
0
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
3085
52665
SH
SOLE
52665
0
0
DSP GROUP INC
COM
23332B106
6368
750000
SH
SOLE
750000
0
0
DUN & BRADSTREET CORP DEL NE
COM
26483E100
2844
25809
SH
SOLE
25714
0
95
DYNAMIC MATLS CORP
COM
267888105
25294
1142975
SH
SOLE
1142975
0
0
ELECTRO RENT CORP
COM
285218103
20081
1200322
SH
SOLE
1200322
0
0
ENCORE WIRE CORP
COM
292562105
65495
1335535
SH
SOLE
1335535
0
0
ENDURANCE SPECIALTY HLDGS LT
SHS
G30397106
14590
282806
SH
SOLE
281306
0
1500
ENSIGN GROUP INC
COM
29358P101
22303
717584
SH
SOLE
699184
0
18400
ENTEGRIS INC
COM
29362U104
41508
3019838
SH
SOLE
3019838
0
0
EPLUS INC
COM
294268107
20533
352795
SH
SOLE
352795
0
0
ESCO TECHNOLOGIES INC
COM
296315104
56505
1631196
SH
SOLE
1631196
0
0
FABRINET
SHS
G3323L100
26147
1269265
SH
SOLE
1155419
0
113846
FEDERAL SIGNAL CORP
COM
313855108
110919
7571270
SH
SOLE
7571270
0
0
FIRST INTST BANCSYSTEM INC
COM CL A
32055Y201
12874
473647
SH
SOLE
430125
0
43522
FOSTER L B CO
COM
350060109
10824
200000
SH
SOLE
200000
0
0
FREDS INC
CL A
356108100
67095
4388173
SH
SOLE
4342363
0
45810
FREIGHTCAR AMER INC
COM
357023100
41179
1644519
SH
SOLE
1644519
0
0
FUEL TECH INC
COM
359523107
3993
708000
SH
SOLE
708000
0
0
FURMANITE CORPORATION
COM
361086101
2910
250000
SH
SOLE
250000
0
0
GATX CORP
COM
361448103
51369
767388
SH
SOLE
767388
0
0
GIBRALTAR INDS INC
COM
374689107
1551
100000
SH
SOLE
100000
0
0
GLACIER BANCORP INC NEW
COM
37637Q105
36825
1297559
SH
SOLE
1297559
0
0
GLOBAL POWER EQUIPMENT GRP I
COM PAR $0.01
37941P306
2097
129760
SH
SOLE
129760
0
0
GLOBE SPECIALTY METALS INC
COM
37954N206
12468
600000
SH
SOLE
600000
0
0
GOLDEN STAR RES LTD CDA
COM
38119T104
18518
31386593
SH
SOLE
29866193
0
1520400
GRANITE CONSTR INC
COM
387328107
93013
2585133
SH
SOLE
2585133
0
0
GREIF INC
CL A
397624107
47068
862675
SH
SOLE
862675
0
0
GULF ISLAND FABRICATION INC
COM
402307102
33243
1544736
SH
SOLE
1544736
0
0
HARDINGE INC
COM
412324303
3795
300000
SH
SOLE
300000
0
0
HARRIS CORP DEL
COM
413875105
3213
42414
SH
SOLE
42414
0
0
HARSCO CORP
COM
415864107
7989
300000
SH
SOLE
300000
0
0
HARTE-HANKS INC
COM
416196103
31500
4381075
SH
SOLE
4381075
0
0
HAYNES INTERNATIONAL INC
COM NEW
420877201
20474
361797
SH
SOLE
327035
0
34762
HEALTH NET INC
COM
42222G108
262
6303
SH
SOLE
6303
0
0
HEIDRICK & STRUGGLES INTL IN
COM
422819102
33571
1814657
SH
SOLE
1814657
0
0
HERITAGE FINL CORP WASH
COM
42722X106
7691
478000
SH
SOLE
478000
0
0
HESS CORP
COM
42809H107
12811
129553
SH
SOLE
117859
0
11694
HF FINL CORP
COM
404172108
4848
350000
SH
SOLE
350000
0
0
HOME LN SERVICING SOLUTIONS
ORD SHS
G6648D109
7309
321560
SH
SOLE
304910
0
16650
HOOPER HOLMES INC
COM
439104100
9201
12308758
SH
SOLE
11646126
0
662632
HOSPIRA INC
COM
441060100
219
4264
SH
SOLE
4264
0
0
HOUSTON WIRE & CABLE CO
COM
44244K109
3393
273433
SH
SOLE
273433
0
0
HUDSON GLOBAL INC
COM
443787106
17845
4540731
SH
SOLE
4343161
0
197570
HUDSON TECHNOLOGIES INC
COM
444144109
7110
2460100
SH
SOLE
2460100
0
0
HUMANA INC
COM
444859102
226
1767
SH
SOLE
1767
0
0
HUNTINGTON BANCSHARES INC
COM
446150104
257
26928
SH
SOLE
26928
0
0
IAMGOLD CORP
COM
450913108
34416
8362225
SH
SOLE
8021230
0
340995
INDEPENDENT BANK CORP MASS
COM
453836108
35950
936683
SH
SOLE
936683
0
0
INTEGRATED DEVICE TECHNOLOGY
COM
458118106
39390
2547878
SH
SOLE
2547878
0
0
INTERDIGITAL INC
COM
45867G101
58001
1213420
SH
SOLE
1202725
0
10695
INTREPID POTASH INC
COM
46121Y102
97111
5794220
SH
SOLE
5794220
0
0
INVACARE CORP
COM
461203101
82094
4468915
SH
SOLE
4433569
0
35346
INVESTORS REAL ESTATE TR
SH BEN INT
461730103
1394
151341
SH
SOLE
133111
0
18230
JANUS CAP GROUP INC
COM
47102X105
40420
3238817
SH
SOLE
3170417
0
68400
JETBLUE AIRWAYS CORP
COM
477143101
29698
2737126
SH
SOLE
2489803
0
247323
JOHN BEAN TECHNOLOGIES CORP
COM
477839104
24384
786843
SH
SOLE
786843
0
0
JOHNSON CTLS INC
COM
478366107
4076
81644
SH
SOLE
81644
0
0
JOY GLOBAL INC
COM
481165108
24154
392244
SH
SOLE
357233
0
35011
KBR INC
COM
48242W106
28635
1200627
SH
SOLE
1088045
0
112582
KEATING CAPITAL INC
COM
48722R106
601
101663
SH
SOLE
101663
0
0
KEY ENERGY SVCS INC
COM
492914106
36382
3980575
SH
SOLE
3735617
0
244958
KNOWLES CORP
COM
49926D109
12994
422705
SH
SOLE
422705
0
0
LANDEC CORP
COM
514766104
3747
300000
SH
SOLE
300000
0
0
LATAM AIRLS GROUP S A
SPONSORED ADR
51817R106
5653
421251
SH
SOLE
385120
0
36131
LAWSON PRODS INC
COM
520776105
5230
321051
SH
SOLE
321051
0
0
LEAPFROG ENTERPRISES INC
CL A
52186N106
2940
400000
SH
SOLE
400000
0
0
LEXMARK INTL NEW
CL A
529771107
4877
101258
SH
SOLE
100046
0
1212
LHC GROUP INC
COM
50187A107
8548
400000
SH
SOLE
400000
0
0
LINCOLN EDL SVCS CORP
COM
533535100
18487
4117303
SH
SOLE
3883203
0
234100
LSB INDS INC
COM
502160104
14746
353876
SH
SOLE
322016
0
31860
LYDALL INC DEL
COM
550819106
19159
700000
SH
SOLE
700000
0
0
M D C HLDGS INC
COM
552676108
46763
1543849
SH
SOLE
1543849
0
0
MAGNETEK INC
COM NEW
559424403
7155
299999
SH
SOLE
299999
0
0
MAINSOURCE FINANCIAL GP INC
COM
56062Y102
8625
500000
SH
SOLE
500000
0
0
MANTECH INTL CORP
CL A
564563104
50419
1707951
SH
SOLE
1706756
0
1195
MARTEN TRANS LTD
COM
573075108
10058
450000
SH
SOLE
450000
0
0
MASTEC INC
COM
576323109
10336
335358
SH
SOLE
305456
0
29902
MATERION CORP
COM
576690101
74753
2020906
SH
SOLE
2020906
0
0
MATTEL INC
COM
577081102
2199
56435
SH
SOLE
55135
0
1300
MCDERMOTT INTL INC
COM
580037109
279
34512
SH
SOLE
34512
0
0
MEADOWBROOK INS GROUP INC
COM
58319P108
5362
745780
SH
SOLE
745780
0
0
MFRI INC
COM
552721102
2853
250000
SH
SOLE
250000
0
0
MGP INGREDIENTS INC NEW
COM
55303J106
5325
668955
SH
SOLE
668955
0
0
MICREL INC
COM
594793101
45074
3995901
SH
SOLE
3995901
0
0
MIDSOUTH BANCORP INC
COM
598039105
10940
550000
SH
SOLE
550000
0
0
MKS INSTRUMENT INC
COM
55306N104
44968
1439441
SH
SOLE
1439441
0
0
MOLSON COORS BREWING OC
CL B
60871R209
3243
43728
SH
SOLE
43728
0
0
MOMENTA PHARMACEUTICALS INC
COM
60877T100
10705
886173
SH
SOLE
831773
0
54400
MOSAIC CO NEW
COM
61945C103
28052
567285
SH
SOLE
515923
0
51362
MURPHY USA INC
COM
626755102
45496
930588
SH
SOLE
868504
0
62084
NAVIGANT CONSULTING INC
COM
63935N107
74984
4297052
SH
SOLE
4273452
0
23600
NCI INC
CL A
62886K104
295
33248
SH
SOLE
33248
0
0
NEWMONT MINING CORP
COM
651639106
451
17740
SH
SOLE
12140
0
5600
NEWPARK RES INC
COM PAR $.01NEW
651718504
27381
2197535
SH
SOLE
2170150
0
27385
NORTH VALLEY BANCORP
COM NEW
66304M204
8716
400000
SH
SOLE
400000
0
0
NORTHWEST PIPE CO
COM
667746101
16132
400000
SH
SOLE
400000
0
0
OIL DRI CORP AMER
COM
677864100
3057
100000
SH
SOLE
100000
0
0
OLD NATL BANCORP IND
COM
680033107
59230
4147788
SH
SOLE
4147788
0
0
OLIN CORP
COM PAR $1
680665205
22003
817352
SH
SOLE
817352
0
0
OLYMPIC STEEL INC
COM
68162K106
12222
493830
SH
SOLE
493830
0
0
OM GROUP INC
COM
670872100
14344
442300
SH
SOLE
442300
0
0
OMNOVA SOLUTIONS INC
COM
682129101
3636
400000
SH
SOLE
400000
0
0
ONEBEACON INSURANCE GROUP LT
CL A
G67742109
10965
705585
SH
SOLE
705585
0
0
OWENS & MINOR INC NEW
COM
690732102
17236
507243
SH
SOLE
507243
0
0
PACIFIC CONTINENTAL CORP
COM
69412V108
5492
400000
SH
SOLE
400000
0
0
PAR TECHNOLOGY CORP
COM
698884103
1260
300000
SH
SOLE
300000
0
0
PARK ELECTROCHEMICAL CORP
COM
700416209
55778
1977249
SH
SOLE
1977249
0
0
PC-TEL INC
COM
69325Q105
4198
518883
SH
SOLE
518883
0
0
PDI INC
COM
69329V100
12871
2938582
SH
SOLE
2748212
0
190370
PENFORD CORP
COM
707051108
9992
778795
SH
SOLE
727185
0
51610
PERMA-FIX ENVIRONMENTAL SVCS
COM NEW
714157203
8092
1759072
SH
SOLE
1644992
0
114080
PFIZER INC
COM
717081103
25164
847846
SH
SOLE
778400
0
69446
PHOTRONICS INC
COM
719405102
22343
2598037
SH
SOLE
2359555
0
238482
PIONEER PWR SOLUTIONS INC
COM NEW
723836300
4325
500000
SH
SOLE
500000
0
0
PNC FINL SVCS GROUP INC
COM
693475105
27023
303460
SH
SOLE
279487
0
23973
POLYCOM INC
COM
73172K104
3759
300000
SH
SOLE
300000
0
0
POPULAR INC
COM NEW
733174700
408
11951
SH
SOLE
11951
0
0
POWELL INDS INC
COM
739128106
5056
77329
SH
SOLE
77329
0
0
PRINCIPAL FINL GROUP INC
COM
74251V102
31408
622191
SH
SOLE
574772
0
47419
PROGRESS SOFTWARE CORP
COM
743312100
5022
208900
SH
SOLE
208900
0
0
PROVIDENT FINL SVCS INC
COM
74386T105
30511
1761608
SH
SOLE
1761608
0
0
QUANEX BUILDING PRODUCTS COR
COM
747619104
58783
3289470
SH
SOLE
3289470
0
0
QUEST DIAGNOSTICS INC
COM
74834L100
27574
469817
SH
SOLE
430369
0
39448
QUINPARIO ACQUISITION CORP
COM
74874R108
10490
1000000
SH
SOLE
1000000
0
0
RCM TECHNOLOGIES INC
COM NEW
749360400
6996
1100000
SH
SOLE
1100000
0
0
REGAL BELOIT CORP
COM
758750103
249
3165
SH
SOLE
3165
0
0
REGIS CORP MINN
COM
758932107
82947
5891157
SH
SOLE
5869482
0
21675
REINSURANCE GROUP AMER INC
COM NEW
759351604
405
5129
SH
SOLE
5129
0
0
RENASANT CORP
COM
75970E107
33385
1148448
SH
SOLE
1148448
0
0
RESOURCES CONNECTION INC
COM
76122Q105
42560
3246396
SH
SOLE
3246396
0
0
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
29786
535719
SH
SOLE
497543
0
38176
RTI INTL METALS INC
COM
74973W107
21693
815837
SH
SOLE
742907
0
72930
RYDER SYS INC
COM
783549108
16534
187693
SH
SOLE
174203
0
13490
SCORPIO TANKERS INC
SHS
Y7542C106
31146
3062567
SH
SOLE
2878213
0
184354
SILICON IMAGE INC
COM
82705T102
11377
2257250
SH
SOLE
2153450
0
103800
SPARTAN MTRS INC
COM
846819100
2043
450000
SH
SOLE
450000
0
0
SPIRIT AEROSYSTEMS HLDGS INC
COM CL A
848574109
28484
845215
SH
SOLE
825140
0
20075
STAAR SURGICAL CO
COM PAR $0.01
852312305
1680
100000
SH
SOLE
100000
0
0
STANLEY BLACK & DECKER INC
COM
854502101
2436
27739
SH
SOLE
27094
0
645
STARTEK INC
COM
85569C107
13131
1700891
SH
SOLE
1658346
0
42545
STATE AUTO FINL CORP
COM
855707105
5858
250000
SH
SOLE
250000
0
0
STERLING CONSTRUCTION CO INC
COM
859241101
9380
1000000
SH
SOLE
1000000
0
0
STONE ENERGY CORP
COM
861642106
89990
1923275
SH
SOLE
1923275
0
0
STONERIDGE INC
COM
86183P102
5360
500000
SH
SOLE
500000
0
0
SUN CMNTYS INC
COM
866674104
2642
53015
SH
SOLE
52105
0
910
SUNTRUST BKS INC
COM
867914103
422
10529
SH
SOLE
10529
0
0
SUPREME INDS INC
CL A
868607102
8923
1372738
SH
SOLE
1372738
0
0
SWIFT ENERGY CO
COM
870738101
53375
4112095
SH
SOLE
3997860
0
114235
SYMETRA FINL CORP
COM
87151Q106
6441
283265
SH
SOLE
272205
0
11060
SYNALLOY CP DEL
COM
871565107
6536
398056
SH
SOLE
398056
0
0
SYPRIS SOLUTIONS INC
COM
871655106
714
127869
SH
SOLE
127869
0
0
SYSTEMAX INC
COM
871851101
1267
88147
SH
SOLE
88147
0
0
TCF FINL CORP
COM
872275102
46178
2820910
SH
SOLE
2777720
0
43190
TECHTARGET INC
COM
87874R100
3263
370000
SH
SOLE
370000
0
0
TERADYNE INC
COM
880770102
20229
1032077
SH
SOLE
939608
0
92469
TETRA TECHNOLOGIES INC DEL
COM
88162F105
17670
1500000
SH
SOLE
1500000
0
0
TEVA PHARMACEUTICAL INDS LTD
ADR
881624209
26909
513338
SH
SOLE
471575
0
41763
THE ADT CORPORATION
COM
00101J106
20996
600928
SH
SOLE
554110
0
46818
TIDEWATER INC
COM
886423102
27451
488878
SH
SOLE
447950
0
40928
TRANSCAT INC
COM
893529107
5154
502368
SH
SOLE
502368
0
0
TRC COS INC
COM
872625108
18143
2916938
SH
SOLE
2810929
0
106009
TRINITY BIOTECH PLC
SPON ADR NEW
896438306
27748
1204883
SH
SOLE
1179763
0
25120
TRIPLE-S MGMT CORP
CL B
896749108
21286
1187147
SH
SOLE
1084771
0
102376
TRISTATE CAP HLDGS INC
COM
89678F100
7722
546500
SH
SOLE
546500
0
0
TRONOX LTD
SHS CL A
Q9235V101
50702
1884820
SH
SOLE
1884820
0
0
TWIN DISC INC
COM
901476101
16525
500000
SH
SOLE
500000
0
0
ULTRA PETROLEUM CORP
COM
903914109
158906
5352171
SH
SOLE
5325826
0
26345
UMPQUA HLDGS CORP
COM
904214103
63764
3558244
SH
SOLE
3558244
0
0
UNION BANKSHARES CORP NEW
COM
90539J109
41828
1630724
SH
SOLE
1630724
0
0
UNIT CORP
COM
909218109
207553
3015446
SH
SOLE
2970183
0
45263
UNITED INS HLDGS CORP
COM
910710102
2589
150000
SH
SOLE
150000
0
0
UNITED STATIONERS INC
COM
913004107
40498
976556
SH
SOLE
900471
0
76085
UNIVERSAL FST PRODS INC
COM
913543104
75113
1556100
SH
SOLE
1521892
0
34208
UNIVERSAL TECHNICAL INST INC
COM
913915104
6070
500000
SH
SOLE
500000
0
0
URS CORP NEW
COM
903236107
21118
460585
SH
SOLE
420451
0
40134
USANA HEALTH SCIENCES INC
COM
90328M107
3126
40000
SH
SOLE
40000
0
0
VERA BRADLEY INC
COM
92335C106
8418
384921
SH
SOLE
352519
0
32402
VISHAY PRECISION GROUP INC
COM
92835K103
4115
250000
SH
SOLE
250000
0
0
WASHINGTON FED INC
COM
938824109
14037
625795
SH
SOLE
569721
0
56074
WCI CMNTYS INC
COM PAR $0.01
92923C807
9310
482153
SH
SOLE
457563
0
24590
WESTELL TECHNOLOGIES INC
CL A
957541105
9800
4000000
SH
SOLE
4000000
0
0
WESTERN UN CO
COM
959802109
1468
84645
SH
SOLE
84645
0
0
WILLBROS GROUP INC DEL
COM
969203108
29894
2420555
SH
SOLE
2365140
0
55415
WPX ENERGY INC
COM
98212B103
111924
4681061
SH
SOLE
4591581
0
89480
ZEP INC
COM
98944B108
37701
2134836
SH
SOLE
2134836
0
0
ZIONS BANCORPORATION
COM
989701107
22001
746556
SH
SOLE
681850
0
64706