Mar Vista Investment Partners’s HEICO Corp HEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.1M	Buy	47,726 +901	+2%	+$290K	1.31%	27
2025 Q4	$15.2M	Sell	46,825 -576	-1%	-$182K	1.39%	28
2025 Q3	$15.3M	Sell	47,401 -81	-0.2%	-$25.8K	1.33%	30
2025 Q2	$15.6M	Sell	47,482 -62,947	-57%	-$17.4M	1.19%	31
2025 Q1	$29.5M	Sell	110,429 -22,344	-17%	-$5.44M	2.43%	23
2024 Q4	$31.6M	Sell	132,773 -10,960	-8%	-$2.84M	2.16%	25
2024 Q3	$37.6M	Sell	143,733 -55,316	-28%	-$13.4M	2.4%	22
2024 Q2	$44.5M	Sell	199,049 -28,786	-13%	-$6.08M	2.19%	27
2024 Q1	$43.5M	Sell	227,835 -5,133	-2%	-$953K	1.9%	28
2023 Q4	$41.7M	Sell	232,968 -28,289	-11%	-$4.79M	1.9%	28
2023 Q3	$42.3M	Buy	261,257 +48,447	+23%	+$8.22M	2.03%	28
2023 Q2	$37.7M	Buy	212,810 +187,703	+748%	+$31.6M	1.58%	29
2023 Q1	$4.29M	Buy	+25,107	New	+$4.23M	0.19%	37