Maren Capital’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $147M | Buy |
569,985
+3,363
| +0.6% | +$870K | 8.89% | 4 |
|
2025
Q1 | $120M | Buy |
566,622
+41,455
| +8% | +$8.75M | 8.15% | 5 |
|
2024
Q4 | $97.7M | Buy |
525,167
+44,743
| +9% | +$8.33M | 7.47% | 5 |
|
2024
Q3 | $97.9M | Buy |
480,424
+676
| +0.1% | +$138K | 8.06% | 5 |
|
2024
Q2 | $85.2M | Sell |
479,748
-46,746
| -9% | -$8.3M | 8.2% | 5 |
|
2024
Q1 | $81M | Buy |
526,494
+202,300
| +62% | +$31.1M | 7.8% | 6 |
|
2023
Q4 | $46.2M | Buy |
+324,194
| New | +$46.2M | 5.92% | 10 |
|