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 413,543$51,354,00017.89%
Quantum Capital Management, LLC / NJ 547,398$67,976,0008.25%
Port Capital LLC 1,176,259$146,068,0007.60%
GOBI CAPITAL LLC 929,879$115,472,0006.95%
Giverny Capital 578,552$71,845,0004.37%
R.P. Boggs & Co. 47,779$5,933,0003.73%
FUNDSMITH INVESTMENT SERVICES LTD. 47,494$5,898,0003.66%
PYA Waltman Capital, LLC 55,548$6,898,0003.59%
Vulcan Value Partners, LLC 4,307,011$534,845,0002.90%
SCHWARTZ INVESTMENT COUNSEL INC 549,746$68,267,0002.75%
View complete list of HEICO CORP NEW shareholders