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 Q1 2026 it was held by 4 managers with an aggregate reported value of $313.59M, which is 0.03% of the combined portfolio.
As of Q1 2026, 4 tracked institutional managers held HEI-A (HEICO CORP NEW) with an aggregate reported value of $313.59M — 0.03% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2026
- Ticker
- HEI-A
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Francois Rochon - Giverny Capital | 5.71% | Reduce -2.1% | 738,482 | $155.89M |
| 2 | Thomas Gayner - Markel Asset Management | 0.67% | - | 379,644 | $80.14M |
| 3 | Wallace Weitz - Weitz Investment Management | 2.78% | Add +16.1% | 188,979 | $39.89M |
| 4 | Vulcan Value Partners - Vulcan Value Partners | 1.00% | Reduce -28.6% | 178,456 | $37.67M |
Loading holder history for HEI-A…