WASATCH ADVISORS LP

Position in HEI — Heico Corp

CIK 814133 SALT LAKE CITY, UT

Back to HEI Full portfolio

Position in HEI

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$3,757,824

-$1,025,724 QoQ

Shares Held

17,802

-6.1% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Common Shares in HEI Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

WASATCH ADVISORS LP holds $331,376,928 across 4 Aerospace & Defense names.

#	Ticker	Company	Shares	Value (USD)
1	LOAR	Loar Holdings Inc.	3,241,786	$261,320,369
2	TATT	Tat Technologies Ltd	768,702	$37,074,497
3	ELMT	Elmet Group Co.	1,219,738	$24,077,628
4	OPXS	Optex Systems Holdings Inc	634,671	$8,904,434

All Filings in HEI

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 HEI-A	$3,757,824	17,802	-6.1%	Shares	Sole	2026-04-21
2025-12-31 HEI-A	$4,783,548	18,950	+1.5%	Shares	Sole	2026-02-12
2025-09-30 HEI-A	$4,744,876	18,674	+12.2%	Shares	Sole	2025-11-14
2025-06-30 HEI-A	$4,306,635	16,644	+8.0%	Shares	Sole	2025-08-14
2025-03-31 HEI-A	$3,250,625	15,408	+6.1%	Shares	Sole	2025-05-15
2024-12-31 HEI-A	$2,701,323	14,517	-2.3%	Shares	Sole	2025-02-13
2024-09-30 HEI-A	$3,026,651	14,854	-2.1%	Shares	Sole	2024-11-14
2024-06-30 HEI-A	$2,692,978	15,170	-2.2%	Shares	Sole	2024-08-14
2024-03-31 HEI-A	$2,388,379	15,515	+5.1%	Shares	Sole	2024-04-18
2023-12-31 HEI-A	$2,103,269	14,766	+15.2%	Shares	Sole	2024-02-14
2023-09-30 HEI-A	$1,656,988	12,823	+6.9%	Shares	Sole	2023-11-14
2023-06-30 HEI-A	$1,687,059	11,999	+18.5%	Shares	Sole	2023-08-08
2023-03-31 HEI-A	$1,375,851	10,124	+41.2%	Shares	Sole	2023-05-12
2022-12-31 HEI-A	$859,324	7,170	+292.9%	Shares	Sole	2023-02-14
2022-09-30 HEI-A	$209,181	1,825	-99.3%	Shares	Sole	2022-11-14
2022-06-30 HEI-A	$26,615,194	252,564	+0.2%	Shares	Sole	2022-08-12
2022-03-31 HEI-A	$31,953,803	251,942	+1.1%	Shares	Sole	2022-05-13
2021-12-31 HEI-A	$32,024,999	249,183	-1.8%	Shares	Sole	2022-02-15
2021-09-30 HEI-A	$30,045,335	253,697	-6.2%	Shares	Sole	2021-11-12
2021-06-30 HEI-A	$33,591,559	270,507	+21.4%	Shares	Sole	2021-08-12
2021-03-31 HEI-A	$25,303,832	222,745	+6.7%	Shares	Sole	2021-05-10
2020-12-31 HEI-A	$24,431,709	208,711	-74.6%	Shares	Sole	2021-02-12
2020-09-30 HEI-A	$72,870,540	821,910	+0.4%	Shares	Sole	2020-11-10
2020-06-30 HEI-A	$66,492,502	818,470	-2.6%	Shares	Sole	2020-08-12
2020-03-31 HEI-A	$53,718,174	840,660	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.