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KP Management LLC

Position in HEI — Heico Corp

CIK 2036769 Edina, MN

Position in HEI

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$12,021,412
+$3,041,362 QoQ
Shares Held
33,750
+3.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
#212
of 912 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HEI Over Time

Shares Held

Position Value (USD)

Derivatives in HEI

reported options exposure · as of Jun 30, 2026
CallValue
$1,068,570
CallShares
3,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

KP Management LLC holds $43,705,246 across 5 Aerospace & Defense names. HEI ranks #1 (27.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HEI
Heico Corp
This page
33,750 $12,021,412

All Filings in HEI

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,021,412 33,750
2026-06-30 $1,068,570 3,000
2026-03-31 $822,600 3,000
2026-03-31 $8,980,050 32,750
2025-12-31 $9,303,212 28,750
2025-09-30 $9,281,075 28,750
2025-06-30 $9,430,000 28,750
2025-03-31 $8,881,929 33,242
2025-03-31 $2,671,900 10,000
2024-12-31 $8,021,823 33,742
2024-12-31 $2,377,400 10,000
2024-09-30 $7,779,030 29,750
2024-06-30 $6,652,397 29,750
2024-03-31 $5,682,250 29,750
2023-12-31 $1,788,700 10,000
2023-12-31 $5,321,382 29,750