Yorktown Management & Research Co Inc

Position in HEI — Heico Corp

CIK 1313559 Forest, VA

Position in HEI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$455,923

+$104,947 QoQ

Shares Held

1,280

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#593

of 916 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Yorktown Management & Research Co Inc holds $8,204,551 across 11 Aerospace & Defense names. HEI ranks #7 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTAI	FTAI Aviation Ltd.	5,800	$1,569,074
2	WWD	Woodward, Inc.	2,750	$1,169,960
3	CW	Curtiss Wright Corp	1,400	$1,060,864
4	AXON	Axon Enterprise, Inc.	1,875	$1,051,143
5	BWXT	BWX Technologies, Inc.	4,700	$914,855
6	EMBJ	Embraer S.A.	9,200	$586,960
7	HEI	Heico Corp This page	1,280	$455,923
8	VVX	V2X, Inc.	5,400	$402,624

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$455,923	1,280	0.0%	Shares	Sole	2026-07-23
2026-03-31	$350,976	1,280	0.0%	Shares	Sole	2026-04-20
2025-12-31	$414,195	1,280	0.0%	Shares	Sole	2026-01-23
2025-09-30	$413,209	1,280	0.0%	Shares	Sole	2025-10-29
2025-06-30	$419,840	1,280	-60.0%	Shares	Sole	2025-08-04
2022-06-30	$419,584	3,200	0.0%	Shares	Sole	2022-07-29
2022-03-31	$491,328	3,200	0.0%	Shares	Sole	2022-04-29
2021-12-31	$461,504	3,200	0.0%	Shares	Sole	2022-02-09
2021-09-30	$421,984	3,200	0.0%	Shares	Sole	2021-11-04
2021-06-30	$446,144	3,200	0.0%	Shares	Sole	2021-08-03
2021-03-31	$402,560	3,200	0.0%	Shares	Sole	2021-05-11
2020-12-31	$423,680	3,200	0.0%	Shares	Sole	2021-02-11
2020-09-30	$334,912	3,200	0.0%	Shares	Sole	2020-11-06
2020-06-30	$318,880	3,200	0.0%	Shares	Sole	2020-08-11
2020-03-31	$238,752	3,200	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.