Position in HEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,317,091
+$16,492,520 QoQ
Shares Held
68,270
+139.2% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#153
of 916 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Longaeva Partners L.P. holds $230,276,901 across 14 Aerospace & Defense names. HEI ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
596,829 | $101,974,202 | |
| 2 | HAWK |
HawkEye 360, Inc.
|
1,601,346 | $32,379,216 | |
| 3 | HEI |
Heico Corp
This page
|
68,270 | $24,317,091 | |
| 4 | BA |
Boeing Co
|
111,541 | $24,145,280 | |
| 5 | ARXS |
Arxis, Inc.
|
300,155 | $13,849,151 | |
| 6 | KRMN |
Karman Holdings Inc.
|
155,833 | $7,779,183 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
27,562 | $5,364,943 | |
| 8 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
104,177 | $5,194,265 |
All Filings in HEI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,317,091 | 68,270 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $7,824,571 | 28,536 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||