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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 2025 it was held by 6 managers with an aggregate reported value of $717.9M, which is 0.06% of the combined portfolio.

As of Q4 2025, 6 tracked institutional managers held HEI-A (HEICO CORP NEW) with an aggregate reported value of $717.9M0.06% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2025
Ticker
HEI-A

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

Holders

1Warren Buffett - Berkshire Hathaway 0.12%-1,294,612$326.8M
2Francois Rochon - Giverny Capital6.35%Add +0.7%754,532$190.47M
3Thomas Gayner - Markel Asset Management0.76%-379,644$95.83M
4Vulcan Value Partners - Vulcan Value Partners1.16%Reduce -7.5%250,065$63.16M
5Wallace Weitz - Weitz Investment Management2.44%-162,779$41.09M
6Makaira Partners - Makaira Partners LLC0.43%-2,171$548.03K
Loading holder history for HEI-A