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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 2023 it was held by 5 managers with an aggregate reported value of $304.32M, which is 0.03% of the combined portfolio.

As of Q4 2023, 5 tracked institutional managers held HEI-A (HEICO CORP NEW) with an aggregate reported value of $304.32M0.03% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2023
Ticker
HEI-A

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

Holders

1Vulcan Value Partners - Vulcan Value Partners1.82%Reduce -12.9%872,999$124.31M
2Francois Rochon - Giverny Capital4.66%Reduce -2.2%696,603$99.22M
3Thomas Gayner - Markel Asset Management0.59%-379,644$54.08M
4Wallace Weitz - Weitz Investment Management1.38%-183,300$26.11M
5Makaira Partners - Makaira Partners LLC0.08%-4,247$604.94K
Loading holder history for HEI-A