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 2023 it was held by 5 managers with an aggregate reported value of $341.36M, which is 0.03% of the combined portfolio.
As of Q2 2023, 5 tracked institutional managers held HEI-A (HEICO CORP NEW) with an aggregate reported value of $341.36M — 0.03% of the combined AlphaBaseline portfolio.
Get email alerts when a tracked manager trades HEI-A — sign in or create a free account.
- Source
- Curated SEC 13F filings
- Period
- Q2 2023
- Ticker
- HEI-A
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Vulcan Value Partners - Vulcan Value Partners | 2.05% | Reduce -6.9% | 1,160,427 | $163.11M |
| 2 | Francois Rochon - Giverny Capital | 5.18% | Add +6.7% | 700,824 | $98.54M |
| 3 | Thomas Gayner - Markel Asset Management | 0.64% | Add +2.4% | 379,644 | $53.38M |
| 4 | Wallace Weitz - Weitz Investment Management | 1.37% | Reduce -0.2% | 183,100 | $25.74M |
| 5 | Makaira Partners - Makaira Partners LLC | 0.08% | Add +1.2% | 4,247 | $597.13K |
Loading holder history for HEI-A…