GENEVA CAPITAL MANAGEMENT LLC

Position in HEI — Heico Corp

CIK 1009232 MILWAUKEE, WI

Position in HEI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$46,459,390

+$15,067,775 QoQ

Shares Held

180,138

+21.1% QoQ

Ownership

0.129%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Industrials · as of Jun 30, 2026

GENEVA CAPITAL MANAGEMENT LLC holds $156,000,630 across 3 Aerospace & Defense names. HEI ranks #3 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LOAR	Loar Holdings Inc.	719,088	$57,965,683
2	AXON	Axon Enterprise, Inc.	91,999	$51,575,557
3	HEI	Heico Corp This page	180,138	$46,459,390

No holdings records found for this institution in HEI.