HEI/A
Heico Corp-class A
6 super-investors hold HEI/A worth a combined $332M. The largest position: Francois Rochon at 5.7% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 33 — ranked #282 of 724 scored stocks. Conviction easing: 2 fewer super-investors hold it than in 2025Q4.
Why super-investors own HEI/A
Francois Rochon is the dominant force here, holding HEI/A at 5.7% of his portfolio — a $156M position that alone accounts for nearly half the cohort's combined $332M exposure. Six investors total hold the stock, but the group has been remarkably static, with no new entrants and no exits this quarter; the only move was a trim by Vulcan Value Partners. The longer ownership trend, however, tells a more cautious story: the cohort count dropped from five to three two quarters ago before recovering, suggesting some prior turnover. With Thomas Gayner ($80M), Wallace Weitz ($40M), and Joel Greenblatt ($18M) all holding steady, interest is stable but not expanding.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Francois Rochon | 5.7% | 39q | $156M | 738,482 |
| 2 | Thomas Gayner | 0.7% | 40q | $80M | 379,644 |
| 3 | Wallace Weitz | 2.8% | 25q | $40M | 188,979 |
| 4 | Vulcan Value Partners | 1.0% | 23q | $38M | 178,456 |
| 5 | Joel Greenblatt | <0.1% | 27q | $18M | 86,258 |
| 6 | Tom Bancroft | 0.4% | 24q | $548K | 2,171 |
Owners of HEI/A also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Vulcan Value Partners | TRIM | 1.0% | -29% | $38M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 422806208. Not investment advice.