Does Giverny Capital own HEI/A stock?

Yes. As of its Q2 2026 13F, Giverny Capital holds 735,248 shares of HEI/A (Heico), worth $189.6M.

How many shares of HEI/A does Giverny Capital own?

As of its Q2 2026 13F, Giverny Capital holds 735,248 shares of HEI/A (Heico).

As of its Q2 2026 13F, Giverny Capital's HEI/A position is worth $189.6M.

In Q2 2026, Giverny Capital reduced its HEI/A position by 3,234 shares (-0.4%).

Giverny Capital already held HEI/A in its Q3 2019 13F, the earliest on record, and has listed it in 28 quarterly 13F filings.

28 quarters

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

Current Value

$189.6M

Current Shares

735,248

Total Value Change

+$142.4M

Total Shares Change

+250,074

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	735,248	-0.4%	$189.6M	6.4%	$257.78	0
2026-Q1	Decreased	738,482	-2.1%	$155.9M	5.7%	$211.09	0
2025-Q4	Increased	754,532	+0.7%	$190.5M	6.4%	$252.31	60
2025-Q3	Increased	749,501	0.0%	$190.4M	6.5%	$253.97	59
2025-Q2	Increased	749,492	+1.0%	$193.9M	6.7%	$258.51	60
2025-Q1	Increased	742,011	+0.1%	$156.5M	5.8%	$210.77	59
2024-Q4	Increased	741,655	+1.2%	$138M	5.0%	$185.80	59
2024-Q3	Increased	732,993	+1.3%	$149.4M	5.7%	$203.45	59
2024-Q2	Increased	723,697	+0.7%	$128.5M	5.4%	$177.14	60
2024-Q1	Increased	718,995	+3.2%	$110.7M	4.5%	$153.61	57
2023-Q4	Decreased	696,603	-2.2%	$99.2M	4.7%	$142.03	0
2023-Q3	Increased	712,453	+1.7%	$92.1M	5.0%	$128.85	56
2023-Q2	Increased	700,824	+6.7%	$98.5M	5.2%	$140.20	62
2023-Q1	Decreased	656,986	-2.1%	$89.3M	5.4%	$135.42	0
2022-Q4	Increased	670,900	+0.9%	$80.4M	5.0%	$119.32	55
2022-Q3	Increased	665,048	+1.1%	$76.2M	5.2%	$114.12	58
2022-Q2	Increased	657,751	+4.1%	$69.3M	4.6%	$104.92	57
2022-Q1	Increased	631,922	+2.2%	$97M	5.5%	$126.16	59
2021-Q4	Increased	618,391	+3.8%	$79.5M	4.2%	$127.76	57
2021-Q3	Increased	595,976	+3.0%	$70.6M	4.2%	$117.73	56
2021-Q2	Increased	578,552	+5.1%	$71.8M	4.4%	$123.44	57
2021-Q1	Increased	550,321	+2.6%	$62.5M	4.2%	$112.85	56
2020-Q4	Increased	536,099	+2.3%	$62.8M	4.8%	$116.20	55
2020-Q3	Increased	524,146	+3.0%	$46.5M	4.3%	$88.01	55
2020-Q2	Increased	508,738	+5.9%	$41.3M	4.1%	$80.65	58
2020-Q1	Decreased	480,490	-4.2%	$30.7M	3.9%	$63.37	0
2019-Q4	Increased	501,709	+3.4%	$44.9M	4.1%	$88.71	56
2019-Q3	First report	485,174	-	$47.2M	4.7%	$96.42	0