Position in HEI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,424,081
-$1,662,388 QoQ
Shares Held
32,073
-32.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#216
of 916 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MAR VISTA INVESTMENT PARTNERS LLC holds $93,807,121 across 4 Aerospace & Defense names. HEI ranks #4 (12.2% of the industry book) .
All Filings in HEI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,424,081 | 32,073 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,086,469 | 47,726 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,152,101 | 46,825 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,301,990 | 47,401 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,574,096 | 47,482 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $29,505,524 | 110,429 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $31,565,453 | 132,773 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $37,583,304 | 143,733 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $44,509,346 | 199,049 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $43,516,485 | 227,835 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $41,670,986 | 232,968 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $42,305,346 | 261,257 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $37,654,601 | 212,810 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,294,301 | 25,107 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||