Position in HEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$189,627,811
+$33,741,646 QoQ
Shares Held
735,248
-0.4% QoQ
Ownership
0.526%
of shares outstanding
% of Portfolio
6.44%
of 13F equity value
Holder Rank
#35
of 912 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Giverny Capital Inc. holds $189,627,811 across 1 Aerospace & Defense name. HEI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
This page
|
735,248 | $189,627,811 |
All Filings in HEI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $189,627,811 | 735,248 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 HEI-A | $155,886,165 | 738,482 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 HEI-A | $190,466,512 | 754,532 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 HEI-A | $190,440,709 | 749,501 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 HEI-A | $193,931,055 | 749,492 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 HEI-A | $156,542,060 | 742,011 | Shares | Defined | 2025-08-12 | |
| 2024-12-31 HEI-A | $138,007,162 | 741,655 | Shares | Defined | 2025-08-12 | |
| 2024-09-30 HEI-A | $149,354,653 | 732,993 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 HEI-A | $128,470,691 | 723,697 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 HEI-A | $110,682,090 | 718,995 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 HEI-A | $99,224,131 | 696,603 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 HEI-A | $92,063,176 | 712,453 | Shares | Defined | 2024-01-25 | |
| 2023-06-30 HEI-A | $98,535,854 | 700,824 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 HEI-A | $89,284,397 | 656,986 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 HEI-A | $80,407,365 | 670,900 | Shares | Defined | 2023-05-17 | |
| 2022-09-30 HEI-A | $76,227,801 | 665,048 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 HEI-A | $69,313,800 | 657,751 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 HEI-A | $80,146,667 | 631,922 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 HEI-A | $79,475,611 | 618,391 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 HEI-A | $70,581,437 | 595,976 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 HEI-A | $71,844,587 | 578,552 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 HEI-A | $62,516,465 | 550,321 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 HEI-A | $62,755,748 | 536,099 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 HEI-A | $46,470,784 | 524,146 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 HEI-A | $41,329,875 | 508,738 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 HEI-A | $30,703,311 | 480,490 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||