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
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -43.87%
0.09%
$7.294M
30,681 shares@ 237.75 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -0.13%
0.11%
$3.543M
14,901 shares@ 237.75 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Decreased -0.5%
0.16%
$1.81M
7,613 shares@ 237.75 avg price
SUSAN C GAVINSKI@Chicago Trust Co Na
Recent Activity
Decreased -1.34%
0.16%
$874,407
3,678 shares@ 237.74 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -5.12%
0.01%
$265,992
1,129 shares@ 235.6 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -6.1%
0.01%
$219,136
922 shares@ 237.68 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -39.27%
0.01%
$172,000
722 shares@ 238.23 avg price