Position in HEI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$720,597
-$129,797 QoQ
Shares Held
2,628
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $384,294,774 across 10 Aerospace & Defense names. HEI ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
412,186 | $249,121,096 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
112,534 | $76,775,196 | |
| 3 | HII |
Huntington Ingalls Industries, Inc.
|
119,457 | $45,381,714 | |
| 4 | KRMN |
Karman Holdings Inc.
|
51,918 | $4,156,035 | |
| 5 | DRS |
Leonardo DRS, Inc.
|
64,987 | $2,893,221 | |
| 6 | VVX |
V2X, Inc.
|
35,041 | $2,400,308 | |
| 7 | TXT |
Textron Inc
|
20,907 | $1,830,616 | |
| 8 | HEI |
Heico Corp
This page
|
2,628 | $720,597 |
All Filings in HEI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $720,597 | 2,628 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $850,394 | 2,628 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $848,370 | 2,628 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,002,368 | 3,056 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||