HEI/A · Heico Corp (Class A) · Form 13F filings for Q2 2026
Heico Corp (Class A)
4 of 76 investors hold it
Together they reported $380 million of it. In Q2 2026 no tracked investor opened, closed or changed the position by 20% or more.
20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.
Who added and who reduced
Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.
No investor opened, closed or changed this position by 20% or more in Q2 2026.
Who holds it
| Investor | Share of their portfolio | Reported value | This quarter |
|---|---|---|---|
| Francois Rochon | 6.38% | $190M | No change of 20% |
| Wallace Weitz | 3.65% | $53M | No change of 20% |
| Vulcan Value Partners | 1.21% | $40M | No change of 20% |
| Thomas Gayner | 0.75% | $98M | No change of 20% |
Holders over time
How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.
Where to next
Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 422806208 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.
Each investor’s filing
- Francois Rochon · filed Aug 26, 2026 Filing in the portfolio
- Wallace Weitz · filed Aug 12, 2026 Filing in the portfolio
- Vulcan Value Partners · filed Aug 10, 2026 Filing in the portfolio
- Thomas Gayner · filed Jul 31, 2026 Filing in the portfolio