Follow-The-Filings

Security · featured owners

HEI Heico Corp. New

Industrials CL A Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • #269
  • Max 6.4%
  • Master 0.03%
  • $525M
  • 2 add 2 reduce

HEI (Heico Corp. New) is held in 5 featured 13F books as of 2026 Q2. Francois Rochon - Giverny Capital is the largest tracked holder by portfolio weight (6.4%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 6.4% (Francois Rochon - Giverny Capital) · not free-float ownership

  1. Francois Rochon reduce 6.4%
  2. Wallace Weitz add 3.7%
  3. Vulcan Value Partners reduce 1.2%
  4. Thomas Gayner 0.75%
  5. Ron Baron add 0.22%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Francois Rochon - Giverny Capital 2026 Q2 6.4% Reduce −0.4% 735,248 $190M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.22% Add +34.2% 562,662 $145M history
Thomas Gayner - Markel Group 2026 Q2 0.75% Hold 379,644 $98M history
Wallace Weitz - Weitz Investment Management 2026 Q2 3.7% Add +8.2% 204,479 $53M history
Vulcan Value Partners 2026 Q2 1.2% Reduce −13.9% 153,718 $40M history

5 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 16 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,7.01,8.01,9.01 Filing Doc
424B5 PROSPECTUS SUPPLEMENT Filing Doc
424B5 PRELIMINARY PROSPECTUS SUPPLEMENT Filing Doc
8-K 1.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
8-K 5.02,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 Filing Doc
4 Period Jun 29, 2026 Filing Doc
4 Period Jun 10, 2026 Filing Doc
4 Period May 29, 2026 Filing Doc
4 Period Jun 1, 2026 Filing Doc
4 Period May 27, 2026 · 4 forms Filing Doc
4 Period Apr 15, 2026 Filing Doc
4 Period Mar 4, 2026 Filing Doc
4 Period Dec 19, 2025 Filing Doc
4 Period Oct 31, 2025 · 3 forms Filing Doc
4 Period Oct 21, 2025 Filing Doc
4 Period Oct 10, 2025 · 8 forms Filing Doc

Updated 13 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.97B $3.86B $4.49B
Gross profit * $1.15B $1.5B $1.79B
Gross margin * 38.9% 38.9% 39.8%
Net income $403.6M $514.11M $690.38M
Net margin * 13.6% 13.3% 15.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.86B $2.06B $2.36B
Total non-current assets * $5.34B $5.53B $6.14B
Total assets $7.2B $7.59B $8.5B
Total current liabilities $665.34M $663.85M $832M
Total non-current liabilities * $2.97B $2.87B $2.82B
Total equity $3.15B $3.64B $4.31B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $448.74M $672.37M $934.27M
Cash from investing -$2.48B -$0.293B -$0.732B
Cash from financing $2.07B -$0.389B -$0.151B
Net change in cash $31.54M -$8.94M $55.68M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders