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Equibles

SCHWARTZ INVESTMENT COUNSEL INC

Position in HEI — Heico Corp

CIK 909151 PLYMOUTH, MI
Back to HEI Full portfolio

Position in HEI

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$114,406,296
+$20,768,883 QoQ
Shares Held
443,590
0.0% QoQ
Ownership
0.317%
of shares outstanding
% of Portfolio
3.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HEI Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

SCHWARTZ INVESTMENT COUNSEL INC holds $197,539,374 across 6 Aerospace & Defense names. HEI ranks #1 (57.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HEI
Heico Corp
This page 		443,590 $114,406,296
2 LHX
L3harris Technologies, Inc. /De/
 120,575 $35,037,889
3 LMT
Lockheed Martin Corp
 65,000 $33,114,900
4 SARO
StandardAero, Inc.
 390,390 $11,676,564
5 HWM
Howmet Aerospace Inc.
 11,500 $3,091,890
6 GD
General Dynamics Corp
 598 $211,835

All Filings in HEI

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2020-03-31 $283,518 3,800