HEI

Heico Corp

Latest period2024 - Q4Total superinvestors56

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 56 superinvestors own shares of Heico Corp (HEI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Heico Corp (HEI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Heico Corp (HEI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Heico Corp (HEI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lois Beckmen@Riverbridge Partners Llc
Recent Activity
Decreased -4.93%
2.82%
$206.103M
866,925 shares@ 237.75 avg price
Sarah Grover@Bath Savings Trust Co
Recent Activity
Decreased -2.04%
1.01%
$9.923M
41,738 shares@ 237.74 avg price
Daniel A. Kane@Carderock Capital Management Inc
Recent Activity
Decreased -1.84%
2.19%
$8.695M
36,572 shares@ 237.74 avg price
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
Increased 5.29%
1.72%
$8.265M
34,764 shares@ 237.75 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 1.08%
0.03%
$7.904M
33,248 shares@ 237.73 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -43.87%
0.09%
$7.294M
30,681 shares@ 237.75 avg price
Ian Armstrong@Clear Harbor Asset Management, Llc
Recent Activity
Increased 0.95%
0.44%
$5.485M
23,073 shares@ 237.75 avg price
Frank E. Shanley@Dudley & Shanley, Inc.
Recent Activity
0.72%
$4.648M
19,550 shares@ 237.74 avg price
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
0.1%
$497,761
16,942 shares@ 29.39 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -0.13%
0.11%
$3.543M
14,901 shares@ 237.75 avg price