HEI-A · CUSIP 422806208
HEICO CORP NEW
Reported by 4 of 79 curated managers in Q2 2026, in the holdings snapshot last exported 2026-10-26.
- Managers holding
- 4
- Average portfolio weight
- 3.0%
- Combined reported value
- $379.9M
- Research group
- 79
4 of the 79 superinvestors Shameless Cloning tracks reported HEICO CORP NEW (HEI-A) in their Q2 2026 13F filings, worth $379.9M combined, at an average 3.0% of their portfolios. The largest positions by portfolio weight belong to Francois Rochon (6.4%), Wallace Weitz (3.7%), Vulcan Value Partners (1.2%).
Reporting managers
This is a historical 13F snapshot, not a live shareholder register. The count covers all matched managers; dashboard rankings use only those with at least 95% coverage. Reported value is measured at filing quarter-end, not at today's price.
| Manager / SEC filer | % of portfolio | Reported value |
|---|---|---|
| Francois RochonGiverny Capital Inc. | 6.4% | $189.6M |
| Wallace WeitzWEITZ INVESTMENT MANAGEMENT, INC. | 3.7% | $52.7M |
| Vulcan Value PartnersVulcan Value Partners, LLC | 1.2% | $39.6M |
| Thomas GaynerMarkel Group Inc. | 0.7% | $97.9M |