KCM
Kingdon Capital Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
40,000
-5,000
| -11% | -$1.64M | 1.77% | 15 |
|
|
2025
Q1 | $12M | Sell |
45,000
-15,000
| -25% | -$4.01M | 1.27% | 12 |
|
|
2024
Q4 | $14.3M | Buy |
60,000
+5,000
| +9% | +$1.19M | 2.03% | 13 |
|
|
2024
Q3 | $14.4M | Buy |
55,000
+5,000
| +10% | +$1.31M | 1.59% | 15 |
|
|
2024
Q2 | $11.2M | Sell |
50,000
-40,000
| -44% | -$8.94M | 1.2% | 26 |
|
|
2024
Q1 | $17.2M | Hold |
90,000
| – | – | 1.88% | 12 |
|
|
2023
Q4 | $16.1M | Hold |
90,000
| – | – | 2.01% | 14 |
|
|
2023
Q3 | $14.6M | Buy |
90,000
+10,000
| +13% | +$1.62M | 1.68% | 12 |
|
|
2023
Q2 | $14.2M | Buy |
80,000
+25,000
| +45% | +$4.42M | 1.34% | 15 |
|
|
2023
Q1 | $9.41M | Buy |
+55,000
| New | +$9.41M | 1.77% | 22 |
|