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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 2026 it was held by 4 managers with an aggregate reported value of $379.92M, which is 0.03% of the combined portfolio.

As of Q2 2026, 4 tracked institutional managers held HEI-A (HEICO CORP NEW) with an aggregate reported value of $379.92M0.03% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2026
Ticker
HEI-A

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

Holders

1Francois Rochon - Giverny Capital6.38%Reduce -0.4%735,248$189.63M
2Thomas Gayner - Markel Asset Management0.75%-379,644$97.91M
3Wallace Weitz - Weitz Investment Management3.65%Add +8.2%204,479$52.74M
4Vulcan Value Partners - Vulcan Value Partners1.21%Reduce -13.9%153,718$39.65M
Loading holder history for HEI-A