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David Shaw’s HEICO Corp HEI Stock Holding History

David Shaw’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,500
Closed -$401K – 4485
2025
Q1 		$401K Sell
1,500
-1,100
-42% -$268K ﹤0.01% 3611
2024
Q4 		$618K Buy
2,600
+1,500
+136% +$389K ﹤0.01% 3488
2024
Q3 		$288K Buy
+1,100
New +$266K ﹤0.01% 4000
2020
Q1 		– Sell
-16,900
Closed -$1.93M – 4059
2019
Q4 		$1.93M Hold
16,900
– – ﹤0.01% 2505
2019
Q3 		$2.11M Buy
+16,900
New +$2.31M ﹤0.01% 2301
2018
Q1 		– Sell
-19,531
Closed -$944K – 3604
2017
Q4 		$944K Sell
19,531
-24,414
-56% -$1.14M ﹤0.01% 2612
2017
Q3 		$2.02M Buy
43,945
+19,531
+80% +$830K ﹤0.01% 2013
2017
Q2 		$898K Hold
24,414
– – ﹤0.01% 2480
2017
Q1 		$872K Buy
+24,414
New +$813K ﹤0.01% 2391

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

David Shaw's HEI Position: Q2 2026 in Review

David Shaw sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 56,794 shares — an estimated $15.6M sold.

David Shaw first reported a position in HEI in Q2 2013 and held it in 42 quarters. The position peaked at $66.4M in Q4 2025. 770 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • David Shaw reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • David Shaw sold 56,794 HEICO Corp shares in Q2 2026, an estimated $15.6M.
  • David Shaw first reported a position in HEICO Corp in Q2 2013 and held it in 42 quarters.
  • David Shaw's HEICO Corp position peaked at $66.4M in Q4 2025.
  • 770 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.