TrueWealth 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
TrueWealth Advisors, LLC ownership history of HEICO CORP NEW
ValueSharesWeighting
Q3 2023$1,964,535
-8.0%
15,203
+0.1%
0.83%
-5.5%
Q2 2023$2,135,995
+3.5%
15,1920.0%0.88%
+1.3%
Q1 2023$2,064,593
+13.4%
15,1920.0%0.87%
+8.8%
Q4 2022$1,820,761
+4.6%
15,1920.0%0.80%
-3.5%
Q3 2022$1,741,000
+8.7%
15,1920.0%0.82%
+10.7%
Q2 2022$1,601,000
-18.0%
15,1920.0%0.74%
-15.0%
Q1 2022$1,952,0000.0%15,1920.0%0.88%0.0%
Q4 2021$1,952,00015,1920.88%
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%
R.P. Boggs & Co. 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