Question 1

How many shares of HEI does Select Equity Group, L.P. own?

Accepted Answer

Select Equity Group, L.P. previously held 0 shares of HEI (HEICO CORP) before exiting the position in 2023-Q2.

Question 2

What is Select Equity Group, L.P.'s HEI position worth?

Accepted Answer

Select Equity Group, L.P.'s HEI position was last reported at $0 in 2023-Q2 before the exit.

Question 3

Is Select Equity Group, L.P. buying or selling HEI?

Accepted Answer

In 2023-Q2, Select Equity Group, L.P. exited their HEI position entirely (-100.0% change in shares).

Question 4

When did Select Equity Group, L.P. first buy HEI?

Accepted Answer

Based on available 13F filings, Select Equity Group, L.P. first reported a position in HEI in 2018-Q4. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$175.48	0
2023-Q1	New	501,111	-	$85.7M	0.3%	$169.56	49
2021-Q1	Exited	0	-100.0%	$0	0.0%	$123.13	0
2020-Q4	Decreased	283,723	-66.3%	$37.6M	0.2%	$131.69	0
2020-Q3	Increased	841,942	+17.7%	$88.1M	0.4%	$103.81	42
2020-Q2	Decreased	715,545	-37.6%	$71.3M	0.4%	$100.01	0
2020-Q1	Increased	1.1M	+121.0%	$85.6M	0.6%	$76.37	68
2019-Q4	Decreased	518,936	-8.8%	$59.2M	0.4%	$113.33	0
2019-Q3	Decreased	569,155	-10.1%	$71.1M	0.5%	$123.81	0
2019-Q2	Decreased	632,795	-50.4%	$84.7M	0.6%	$132.81	0
2019-Q1	Decreased	1.3M	-9.8%	$121.1M	0.8%	$94.11	0
2018-Q4	New	1.4M	-	$109.7M	0.8%	$76.05	59

HEI12 quarters

HEI
12 quarters