Position in HEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,133,108
+$10,445,844 QoQ
Shares Held
143,977
+13.9% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
#126
of 916 holders
Holding Since
Dec 2024
7 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, 2026Sone Capital Management, LLC holds $37,133,108 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
|
143,977 | $37,133,108 |
All Filings in HEI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $37,133,108 | 143,977 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 HEI-A | $26,687,264 | 126,426 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 HEI-A | $23,390,668 | 92,662 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 HEI-A | $23,620,206 | 92,960 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 HEI-A | $23,730,221 | 91,711 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 HEI-A | $13,431,194 | 63,664 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 HEI-A | $11,295,242 | 60,701 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||