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HEI/AHEI/A

Showing 8 of 28 quarters

Position history for GIGiverny Capital Inc.'s holdings in Heico Corporation

Yes. Giverny Capital holds 735,248 shares of HEI/A (Heico), worth $189.6M, as of its Q2 2026 13F filing. It reduced the position by 3,234 shares (-0.4%) from Q1 2026. Giverny Capital has held HEI/A in every 13F on record since Q3 2019, 28 quarterly filings. HEI/A is 6.4% of Giverny Capital's reported 13F portfolio.

Current Value

$189.6M

Current Shares

735,248

Total Value Change

+$40.3M

Total Shares Change

+2,255

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
735,248
-0.4%
$189.6M6.4%$257.78
0
2026-Q1
Decreased
738,482
-2.1%
$155.9M5.7%$211.09
0
2025-Q4
Increased
754,532
+0.7%
$190.5M6.4%$252.31
60
2025-Q3
Increased
749,501
0.0%
$190.4M6.5%$253.97
59
2025-Q2
Increased
749,492
+1.0%
$193.9M6.7%$258.51
60
2025-Q1
Increased
742,011
+0.1%
$156.5M5.8%$210.77
59
2024-Q4
Increased
741,655
+1.2%
$138M5.0%$185.80
59
2024-Q3
Increased
732,993
+1.3%
$149.4M5.7%$203.45
59

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