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HEI-A - HEICO CORP NEW

This page shows which of the focused investors we track hold HEI-A and how their positions changed, so you can see how much conviction the group has in the stock.

In Q2 2021 it was held by 5 managers with an aggregate reported value of $675.34M, which is 0.05% of the combined portfolio.

As of Q2 2021, 5 tracked institutional managers held HEI-A (HEICO CORP NEW) with an aggregate reported value of $675.34M — 0.05% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2021
Ticker
HEI-A

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Vulcan Value Partners - Vulcan Value Partners2.90%Add +1.0%4,307,011$534.85M
2Francois Rochon - Giverny Capital4.37%Add +5.1%578,552$71.85M
3Thomas Gayner - Markel Asset Management0.54%-343,144$42.61M
4Wallace Weitz - Weitz Investment Management0.92%-175,500$21.79M
5Makaira Partners - Makaira Partners LLC0.84%-34,191$4.25M
Loading holder history for HEI-A…