BELLEVUE ASSET MANAGEMENT, LLC - HEICO CORP NEW ownership

HEICO CORP NEW's ticker is HEIA and the CUSIP is 422806208. A total of 386 filers reported holding HEICO CORP NEW in Q1 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of HEICO CORP NEW
ValueSharesWeighting
Q3 2023$4,651
-5.5%
36
+2.9%
0.00%0.0%
Q2 2023$4,921
+9.7%
35
+6.1%
0.00%0.0%
Q1 2023$4,484
+22.0%
33
+6.5%
0.00%0.0%
Q4 2022$3,674
+22.5%
31
+3.3%
0.00%
+50.0%
Q3 2022$3,0000.0%30
+7.1%
0.00%0.0%
Q2 2022$3,0000.0%28
+7.7%
0.00%0.0%
Q1 2022$3,0000.0%26
+23.8%
0.00%0.0%
Q4 2021$3,000
+50.0%
21
+31.2%
0.00%
+100.0%
Q3 2021$2,0000.0%16
+6.7%
0.00%0.0%
Q2 2021$2,000
+100.0%
15
+15.4%
0.00%0.0%
Q1 2021$1,0000.0%130.0%0.00%0.0%
Q4 2020$1,0000.0%13
-7.1%
0.00%0.0%
Q3 2020$1,0000.0%14
+7.7%
0.00%0.0%
Q2 2020$1,000130.00%
Other shareholders
HEICO CORP NEW shareholders Q1 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