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