Position in HEI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$128,660,458
+$17,273,289 QoQ
Shares Held
361,213
-11.1% QoQ
Ownership
0.259%
of shares outstanding
% of Portfolio
3.79%
of 13F equity value
Holder Rank
#46
of 916 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026RIVERBRIDGE PARTNERS LLC holds $141,000,236 across 2 Aerospace & Defense names. HEI ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
This page
|
361,213 | $128,660,458 | |
| 2 | LOAR |
Loar Holdings Inc.
|
153,080 | $12,339,778 |
All Filings in HEI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,660,458 | 361,213 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $111,387,169 | 406,226 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $190,764,394 | 589,525 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $210,867,638 | 653,205 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $233,987,328 | 713,376 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $215,439,037 | 806,314 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $206,102,749 | 866,925 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $238,451,456 | 911,930 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $223,807,447 | 1,000,883 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $212,845,052 | 1,114,372 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $204,908,821 | 1,145,574 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $189,484,818 | 1,170,165 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $212,004,022 | 1,198,169 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $197,259,747 | 1,153,296 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $180,427,134 | 1,174,350 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $175,930,457 | 1,221,909 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $164,047,903 | 1,251,128 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $196,229,493 | 1,278,035 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $189,300,864 | 1,312,584 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $173,086,100 | 1,312,551 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $180,820,071 | 1,296,945 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $156,980,913 | 1,247,861 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $161,453,988 | 1,219,441 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $122,531,532 | 1,170,758 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $109,968,956 | 1,103,552 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $75,584,630 | 1,013,063 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||