HEI/A
Heico Corp-class A
6 of the 83 super-investors we track hold HEI/A, worth a combined $410M per their latest 13F filings. The largest position: Francois Rochon at 6.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 36 of 100 (how strongly the cohort backs it) — ranked #189 of 742 stocks.
Why super-investors own HEI/A
HEI/A is held by 6 super-investors in our cohort, with a combined position value of $410M. The highest-conviction owner is Francois Rochon at 6.4% of their portfolio. Cohort ownership has shrunk from 7 to 5 over the last four quarters — net interest is fading.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How 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 | 6.4% | 40q | $190M | 735,248 |
| 2 | Thomas Gayner | 0.7% | 40q | $98M | 379,644 |
| 3 | Wallace Weitz | 3.7% | 26q | $53M | 204,479 |
| 4 | Vulcan Value Partners | 1.2% | 24q | $40M | 153,718 |
| 5 | Joel Greenblatt | <0.1% | 28q | $30M | 115,484 |
| 6 | Tom Bancroft | 0.4% | 24q | $548K | 2,171 |
- 1Francois Rochonport6.4%val$190M735,248 sh·40q held
- 2Thomas Gaynerport0.7%val$98M379,644 sh·40q held
- 3Wallace Weitzport3.7%val$53M204,479 sh·26q held
- 4Vulcan Value Partnersport1.2%val$40M153,718 sh·24q held
- 5Joel Greenblattport<0.1%val$30M115,484 sh·28q held
- 6Tom Bancroftport0.4%val$548K2,171 sh·24q held
Owners of HEI/A also hold
Long US equity 13F-HR filings only. CUSIP 422806208. Not investment advice.