Position in HEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,258,281
+$1,919,334 QoQ
Shares Held
34,061
-2.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
8.72%
of 13F equity value
Holder Rank
#225
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, 2026Obion Capital Management LP holds $17,230,214 across 2 Aerospace & Defense names. HEI ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
This page
|
34,061 | $10,258,281 | |
| 2 | GE |
General Electric Co
|
18,655 | $6,971,933 |
All Filings in HEI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $4,917,569 | 19,067 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $5,340,712 | 14,994 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 HEI-A | $4,079,525 | 19,326 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $4,259,422 | 15,534 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 HEI-A | $2,519,251 | 9,980 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $2,711,684 | 8,380 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||