← Super investors
HEI/A
Heico Corp-class A
6 super-investor ownerscombined $332Mlargest position 5.7%
1 TRIM
Cohort owners over time
2016Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 3
Peak: 5
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 |
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.