Integer Holdings (ITGR): Patience Rewarded as KKR Buyout Delivers 70%+ Premium
Heartland Value Fund's Q3 2026 letter notes Integer Holdings (ITGR) gained 61.41% YTD, closing at $126.52. KKR agreed to acquire ITGR for $127/share, a 70%+ premium to the fund's average cost. ITGR's market cap is $4.3B. The fund underperformed in Q3 due to macroeconomic concerns, with the Russell 2000 Value Index down 4.91%.


