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SIRIOS CAPITAL MANAGEMENT L P

Position in HEI — Heico Corp

CIK 1104883 BOSTON, MA

Position in HEI

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$20,762,528
+$3,238,681 QoQ
Shares Held
80,503
-3.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
#162
of 911 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in HEI Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

SIRIOS CAPITAL MANAGEMENT L P holds $36,088,112 across 2 Aerospace & Defense names. HEI ranks #1 (57.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HEI
Heico Corp
This page
80,503 $20,762,528

All Filings in HEI

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 HEI-A $20,762,528 80,503
2026-03-31 HEI-A $17,523,847 83,016
2025-12-31 HEI-A $22,910,546 90,760
2025-09-30 HEI-A $23,386,443 92,040
2025-06-30 HEI-A $24,507,765 94,716
2025-03-31 HEI-A $20,261,769 96,041
2024-12-31 HEI-A $17,904,245 96,218
2024-09-30 HEI-A $16,409,404 80,533
2024-06-30 HEI-A $22,530,305 126,917
2024-03-31 HEI-A $24,526,798 159,327
2023-12-31 HEI-A $21,276,405 149,371
2023-09-30 HEI-A $15,470,735 119,724
2023-06-30 HEI-A $17,970,929 127,816
2023-03-31 HEI-A $6,311,739 46,444
2022-12-31 HEI-A $4,910,014 40,968
2020-12-31 HEI-A $6,946,223 59,339
2020-09-30 HEI-A $9,271,796 104,577
2020-06-30 HEI-A $9,425,383 116,019
2020-03-31 HEI-A $5,243,122 82,052