Position in HEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$224,381
+$12,845 QoQ
Shares Held
870
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#711
of 911 holders
Holding Since
Mar 2020
21 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, 2026FIRST MANHATTAN CO. LLC. holds $611,247,655 across 20 Aerospace & Defense names. HEI ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
1,875,740 | $414,688,599 | |
| 2 | GE |
General Electric Co
|
385,836 | $144,198,488 | |
| 3 | BA |
Boeing Co
|
83,958 | $18,174,388 | |
| 4 | RTX |
RTX Corp
|
69,427 | $13,172,384 | |
| 5 | LOAR |
Loar Holdings Inc.
|
144,955 | $11,684,822 | |
| 6 | MOG-A |
Moog Inc.
|
3,955 | $1,676,287 | |
| 7 | LMT |
Lockheed Martin Corp
|
2,947 | $1,501,378 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,824 | $928,981 |
All Filings in HEI
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $224,381 | 870 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 HEI-A | $211,536 | 838 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 HEI-A | $212,927 | 838 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 HEI-A | $216,832 | 838 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 HEI-A | $95,134 | 618 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $40,874 | 214 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 HEI-A | $88,027 | 618 | Shares | Sole | 2024-02-13 | |
| 2023-12-31 | $56,165 | 314 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 HEI-A | $77,532 | 600 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $50,846 | 314 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 HEI-A | $84,360 | 600 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $37,865 | 214 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 HEI-A | $81,540 | 600 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $36,602 | 214 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 HEI-A | $71,910 | 600 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $32,878 | 214 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 HEI-A | $68,772 | 600 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $66,806 | 464 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 HEI-A | $63,228 | 600 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $60,839 | 464 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 HEI-A | $76,098 | 600 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $71,242 | 464 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 HEI-A | $77,112 | 600 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $66,918 | 464 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 HEI-A | $71,058 | 600 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $61,187 | 464 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 HEI-A | $74,508 | 600 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $64,690 | 464 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 HEI-A | $68,160 | 600 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 HEI-A | $70,236 | 600 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 HEI-A | $53,196 | 600 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 HEI-A | $48,744 | 600 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 HEI-A | $38,340 | 600 | Shares | Sole | 2020-05-06 | |
| 2020-03-31 | $1,193 | 16 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||