Alera Investment Advisors, LLC - HEICO CORP NEW ownership

HEICO CORP NEW's ticker is HEIA and the CUSIP is 422806208. A total of 391 filers reported holding HEICO CORP NEW in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Alera Investment Advisors, LLC ownership history of HEICO CORP NEW
ValueSharesWeighting
Q3 2023$590,794
-8.6%
4,572
-0.5%
0.10%
-30.2%
Q2 2023$646,199
+7.8%
4,596
+4.2%
0.14%
+0.7%
Q1 2023$599,318
+14.8%
4,410
+1.3%
0.14%
+12.2%
Q4 2022$521,947
+4.8%
4,355
+0.2%
0.12%
-12.8%
Q3 2022$498,000
+10.7%
4,348
+1.7%
0.14%
+11.9%
Q2 2022$450,000
-17.3%
4,275
-0.4%
0.13%
+1.6%
Q1 2022$544,0004,2930.12%
Other shareholders
HEICO CORP NEW shareholders Q3 2023
NameSharesValueWeighting ↓
Silver Heights Capital Management Inc 414,218$53,525,25021.35%
Broadcrest Asset Management, LLC 130,000$16,798,60018.07%
Quantum Capital Management, LLC / NJ 489,979$63,315,0978.38%
GWM Asset Management Ltd 70,030$9,049,2777.75%
Port Capital LLC 927,750$119,884,0007.48%
Catawba River Capital 53,932$6,969,0335.37%
Giverny Capital 718,453$92,838,4975.04%
GOBI CAPITAL LLC 524,705$67,802,3805.02%
PYA Waltman Capital, LLC 63,251$8,173,3083.46%
Investment Management Corp of Ontario 619,112$80,001,6533.15%
View complete list of HEICO CORP NEW shareholders