Position in HEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$158,661,847
+$29,583,901 QoQ
Shares Held
615,183
+0.6% QoQ
Ownership
0.440%
of shares outstanding
% of Portfolio
8.08%
of 13F equity value
Holder Rank
#42
of 912 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Gobi Capital LLC holds $158,661,847 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
|
615,183 | $158,661,847 |
All Filings in HEI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $158,661,847 | 615,183 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 HEI-A | $129,077,946 | 611,483 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 HEI-A | $164,756,769 | 652,683 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 HEI-A | $165,840,223 | 652,683 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 HEI-A | $168,881,726 | 652,683 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 HEI-A | $139,152,225 | 659,583 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 HEI-A | $121,023,268 | 650,383 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 HEI-A | $134,050,240 | 657,883 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 HEI-A | $116,787,390 | 657,883 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 HEI-A | $94,378,766 | 613,088 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 HEI-A | $74,738,980 | 524,705 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 HEI-A | $67,802,380 | 524,705 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 HEI-A | $73,773,523 | 524,705 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 HEI-A | $71,307,409 | 524,705 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 HEI-A | $31,346,887 | 261,551 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 HEI-A | $42,409,056 | 369,997 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 HEI-A | $35,281,224 | 334,800 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 HEI-A | $114,645,441 | 903,930 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 HEI-A | $118,993,969 | 925,879 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 HEI-A | $110,125,569 | 929,879 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 HEI-A | $115,472,374 | 929,879 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 HEI-A | $105,168,494 | 925,779 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 HEI-A | $106,674,319 | 911,279 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 HEI-A | $80,793,996 | 911,279 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 HEI-A | $57,848,079 | 712,064 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 HEI-A | $66,457,405 | 1,040,022 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||