PDT Partners, LLC

Position in HEI — Heico Corp

CIK 1564702 New York, NY

Position in HEI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$8,340,889

-$4,285,269 QoQ

Shares Held

30,419

-22.0% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

PDT Partners, LLC holds $80,395,113 across 15 Aerospace & Defense names. HEI ranks #5 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	44,400	$12,599,388
2	MOG-A	Moog Inc.	37,191	$10,883,574
3	GD	General Dynamics Corp	26,755	$9,182,851
4	HWM	Howmet Aerospace Inc.	36,314	$8,368,924
5	HEI	Heico Corp This page	30,419	$8,340,889
6	AIR	Aar Corp	59,060	$6,464,707
7	ESLT	Elbit Systems Ltd	7,509	$6,375,816
8	RTX	RTX Corp	30,944	$5,969,097

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,340,889	30,419	-22.0%	Shares	Sole	2026-05-15
2025-12-31	$12,626,158	39,019	0.0%	Shares	Sole	2026-02-17
2025-09-30	$12,596,113	39,019	0.0%	Shares	Sole	2025-11-17
2025-06-30	$12,798,232	39,019	+52.6%	Shares	Sole	2025-08-14
2025-03-31	$6,833,651	25,576	+781.9%	Shares	Sole	2025-05-15
2024-12-31	$689,446	2,900	-44.2%	Shares	Sole	2025-02-14
2023-06-30	$920,088	5,200	-84.9%	Shares	Sole	2023-08-14
2021-12-31	$4,975,590	34,500	-9.9%	Shares	Sole	2022-02-14
2021-09-30	$5,050,621	38,300	+9.7%	Shares	Sole	2021-11-15
2021-06-30	$4,867,570	34,913	+1.2%	Shares	Sole	2021-08-16
2021-03-31	$4,340,100	34,500	-14.9%	Shares	Sole	2021-05-17
2020-12-31	$5,364,715	40,519	+840.3%	Shares	Sole	2021-02-16
2020-09-30	$450,979	4,309	-43.5%	Shares	Sole	2020-11-16
2020-06-30	$759,731	7,624	-17.1%	Shares	Sole	2020-08-14
2020-03-31	$686,412	9,200	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.