Ironvine Capital Partners, LLC

Position in HEI — Heico Corp

CIK 1730478 OMAHA, NE

Back to HEI Full portfolio

Position in HEI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$75,462,620

+$16,557,913 QoQ

Shares Held

279,687

+4.1% QoQ

Ownership

0.200%

of shares outstanding

% of Portfolio

7.15%

of 13F equity value

Holder Rank

#71

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, 2026

Ironvine Capital Partners, LLC holds $87,295,934 across 3 Aerospace & Defense names. HEI ranks #1 (86.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HEI	Heico Corp This page	279,687	$75,462,620
2	HONA	Honeywell Aerospace Inc.	47,276	$10,451,778
3	GD	General Dynamics Corp	3,900	$1,381,536

All Filings in HEI

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 HEI-A	$63,399,178	245,819	+4.8%	Shares	Sole	2026-08-10
2026-06-30	$12,063,442	33,868	-1.4%	Shares	Sole	2026-08-10
2026-03-31 HEI-A	$49,490,050	234,450	+0.1%	Shares	Sole	2026-05-15
2026-03-31	$9,414,657	34,335	-1.4%	Shares	Sole	2026-05-15
2025-12-31 HEI-A	$59,134,251	234,260	-0.1%	Shares	Sole	2026-02-13
2025-12-31	$11,268,050	34,822	-2.5%	Shares	Sole	2026-02-13
2025-09-30 HEI-A	$59,586,899	234,511	-0.2%	Shares	Sole	2025-11-14
2025-09-30	$11,533,390	35,727	-3.6%	Shares	Sole	2025-11-14
2025-06-30 HEI-A	$60,772,871	234,871	-1.1%	Shares	Sole	2025-08-14
2025-06-30	$12,160,928	37,076	-1.3%	Shares	Sole	2025-08-14
2025-03-31 HEI-A	$50,121,830	237,578	-0.8%	Shares	Sole	2025-05-15
2025-03-31	$10,041,801	37,583	-12.6%	Shares	Sole	2025-05-15
2024-12-31 HEI-A	$44,566,904	239,504	+0.2%	Shares	Sole	2025-02-14
2024-12-31	$10,219,967	42,988	-0.3%	Shares	Sole	2025-02-14
2024-09-30 HEI-A	$48,693,138	238,973	+0.3%	Shares	Sole	2024-11-14
2024-09-30	$11,279,201	43,136	-0.1%	Shares	Sole	2024-11-14
2024-06-30 HEI-A	$42,285,619	238,202	+0.2%	Shares	Sole	2024-08-14
2024-06-30	$9,652,572	43,167	-1.0%	Shares	Sole	2024-08-14
2024-03-31 HEI-A	$36,596,771	237,734	+21.6%	Shares	Sole	2024-05-15
2024-03-31	$8,330,465	43,615	-0.5%	Shares	Sole	2024-05-15
2023-12-31 HEI-A	$27,842,746	195,470	+3.1%	Shares	Sole	2024-02-14
2023-12-31	$7,840,945	43,836	-18.8%	Shares	Sole	2024-02-14
2023-09-30 HEI-A	$24,496,235	189,570	+1.0%	Shares	Sole	2023-11-14
2023-09-30	$8,741,467	53,983	-0.0%	Shares	Sole	2023-11-14
2023-06-30 HEI-A	$26,393,291	187,719	+4.9%	Shares	Sole	2023-08-14
2023-06-30	$9,552,105	53,985	-3.8%	Shares	Sole	2023-08-14
2023-03-31 HEI-A	$24,313,461	178,907	+0.4%	Shares	Sole	2023-05-15
2023-03-31	$9,593,975	56,092	-24.9%	Shares	Sole	2023-05-15
2022-12-31 HEI-A	$21,353,075	178,165	+1.2%	Shares	Sole	2023-02-14
2022-12-31	$11,478,290	74,709	-1.9%	Shares	Sole	2023-02-14
2022-09-30 HEI-A	$20,187,103	176,122	+2.8%	Shares	Sole	2022-11-14
2022-09-30	$10,963,213	76,144	-0.0%	Shares	Sole	2022-11-14
2022-06-30 HEI-A	$18,054,333	171,326	+2.3%	Shares	Sole	2022-08-15
2022-06-30	$9,984,132	76,145	-0.4%	Shares	Sole	2022-08-15
2022-03-31 HEI-A	$21,244,025	167,500	-1.0%	Shares	Sole	2022-05-16
2022-03-31	$11,737,825	76,448	+4.6%	Shares	Sole	2022-05-16
2021-12-31 HEI-A	$21,735,816	169,124	+0.9%	Shares	Sole	2022-02-14
2021-12-31	$10,540,607	73,087	-9.8%	Shares	Sole	2022-02-14
2021-09-30 HEI-A	$19,849,460	167,605	+2.5%	Shares	Sole	2021-11-15
2021-09-30	$10,681,338	80,999	-0.1%	Shares	Sole	2021-11-15
2021-06-30 HEI-A	$20,301,815	163,487	+0.2%	Shares	Sole	2021-08-16
2021-06-30	$11,306,962	81,100	+0.1%	Shares	Sole	2021-08-16
2021-03-31 HEI-A	$18,534,408	163,155	+0.8%	Shares	Sole	2021-04-29
2021-03-31	$10,189,296	80,996	+0.7%	Shares	Sole	2021-04-29
2020-12-31 HEI-A	$18,953,769	161,915	-14.3%	Shares	Sole	2021-02-02
2020-12-31	$10,647,608	80,420	-0.7%	Shares	Sole	2021-02-02
2020-09-30 HEI-A	$16,759,399	189,030	-4.0%	Shares	Sole	2020-11-03
2020-09-30	$8,477,041	80,996	+0.0%	Shares	Sole	2020-11-03
2020-06-30 HEI-A	$15,990,550	196,831	—	Shares	Sole	2020-08-05
2020-06-30	$8,070,155	80,985	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.