MCM
Marsico Capital Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6M | Buy |
99,287
+12,021
| +14% | +$3.94M | 0.88% | 28 |
|
|
2025
Q1 | $23.3M | Sell |
87,266
-18,465
| -17% | -$4.93M | 0.8% | 29 |
|
|
2024
Q4 | $25.1M | Hold |
105,731
| – | – | 0.68% | 27 |
|
|
2024
Q3 | $27.6M | Sell |
105,731
-8,505
| -7% | -$2.22M | 0.77% | 27 |
|
|
2024
Q2 | $25.5M | Buy |
114,236
+18,465
| +19% | +$4.13M | 0.76% | 24 |
|
|
2024
Q1 | $18.3M | Buy |
95,771
+14,675
| +18% | +$2.8M | 0.6% | 26 |
|
|
2023
Q4 | $14.5M | Hold |
81,096
| – | – | 0.57% | 28 |
|
|
2023
Q3 | $13.1M | Buy |
81,096
+8,772
| +12% | +$1.42M | 0.56% | 27 |
|
|
2023
Q2 | $12.8M | Hold |
72,324
| – | – | 0.51% | 29 |
|
|
2023
Q1 | $12.4M | Hold |
72,324
| – | – | 0.58% | 33 |
|
|
2022
Q4 | $11.1M | Buy |
72,324
+15,313
| +27% | +$2.35M | 0.57% | 35 |
|
|
2022
Q3 | $8.21M | Buy |
57,011
+8,505
| +18% | +$1.22M | 0.44% | 39 |
|
|
2022
Q2 | $6.36M | Hold |
48,506
| – | – | 0.31% | 43 |
|
|
2022
Q1 | $7.45M | Hold |
48,506
| – | – | 0.26% | 51 |
|
|
2021
Q4 | $7M | Hold |
48,506
| – | – | 0.2% | 59 |
|
|
2021
Q3 | $6.4M | Hold |
48,506
| – | – | 0.2% | 64 |
|
|
2021
Q2 | $6.76M | Hold |
48,506
| – | – | 0.17% | 60 |
|
|
2021
Q1 | $6.1M | Hold |
48,506
| – | – | 0.16% | 65 |
|
|
2020
Q4 | $6.42M | Hold |
48,506
| – | – | 0.17% | 63 |
|
|
2020
Q3 | $5.08M | Hold |
48,506
| – | – | 0.14% | 65 |
|
|
2020
Q2 | $4.83M | Buy |
48,506
+4,996
| +11% | +$498K | 0.15% | 66 |
|
|
2020
Q1 | $3.25M | Hold |
43,510
| – | – | 0.14% | 62 |
|
|
2019
Q4 | $4.97M | Hold |
43,510
| – | – | 0.18% | 59 |
|
|
2019
Q3 | $5.43M | Hold |
43,510
| – | – | 0.21% | 55 |
|
|
2019
Q2 | $5.82M | Hold |
43,510
| – | – | 0.21% | 50 |
|
|
2019
Q1 | $4.13M | Buy |
43,510
+14,209
| +48% | +$1.35M | 0.15% | 65 |
|
|
2018
Q4 | $2.27M | Hold |
29,301
| – | – | 0.1% | 71 |
|
|
2018
Q3 | $2.71M | Buy |
29,301
+9,260
| +46% | +$858K | 0.09% | 76 |
|
|
2018
Q2 | $1.46M | Buy |
20,041
+4,008
| +25% | +$292K | 0.05% | 78 |
|
|
2018
Q1 | $1.39M | Buy |
16,033
+3,206
| +25% | +$278K | 0.05% | 75 |
|
|
2017
Q4 | $1.21M | Hold |
12,827
| – | – | 0.05% | 90 |
|
|
2017
Q3 | $1.15M | Buy |
12,827
+4,029
| +46% | +$362K | 0.05% | 95 |
|
|
2017
Q2 | $632K | Buy |
8,798
+1,759
| +25% | +$126K | 0.03% | 102 |
|
|
2017
Q1 | $614K | Buy |
+7,039
| New | +$614K | 0.03% | 103 |
|