PDT Partners, LLC

Position in HEI — Heico Corp

CIK 1564702 New York, NY

Position in HEI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,907,760

-$4,433,129 QoQ

Shares Held

10,971

-63.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#320

of 916 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

PDT Partners, LLC holds $68,739,600 across 15 Aerospace & Defense names. HEI ranks #7 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MOG-A	Moog Inc.	28,991	$12,287,545
2	HWM	Howmet Aerospace Inc.	34,579	$9,296,909
3	AIR	Aar Corp	59,060	$8,441,445
4	GD	General Dynamics Corp	20,133	$7,131,913
5	RTX	RTX Corp	29,444	$5,586,410
6	GE	General Electric Co	14,400	$5,381,712
7	HEI	Heico Corp This page	10,971	$3,907,760
8	ATRO	Astronics Corp	42,108	$3,421,696

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,907,760	10,971	-63.9%	Shares	Sole	2026-08-14
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.