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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 Q4 2022 it was held by 5 managers with an aggregate reported value of $319M, which is 0.03% of the combined portfolio.

As of Q4 2022, 5 tracked institutional managers held HEI-A (HEICO CORP NEW) with an aggregate reported value of $319M0.03% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2022
Ticker
HEI-A

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

Holders

1Vulcan Value Partners - Vulcan Value Partners2.25%Reduce -37.2%1,399,966$167.69M
2Francois Rochon - Giverny Capital4.97%Add +0.9%670,900$80.41M
3Thomas Gayner - Markel Asset Management0.57%Add +3.4%354,644$42.5M
4Wallace Weitz - Weitz Investment Management1.25%-183,500$21.99M
5Makaira Partners - Makaira Partners LLC0.93%Add +0.7%53,437$6.4M
Loading holder history for HEI-A