Position in HEI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,884,667
+$4,457,744 QoQ
Shares Held
49,958
+25.1% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
15.31%
of 13F equity value
Holder Rank
#206
of 912 holders
Holding Since
Dec 2025
3 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, 2026Applied Fundamental Research, LLC holds $12,884,667 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
|
49,958 | $12,884,667 |
All Filings in HEI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $12,884,667 | 49,958 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 HEI-A | $8,426,923 | 39,921 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 HEI-A | $7,101,865 | 28,134 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||