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Munro Partners’s HEICO Corp HEI Stock Holding History

Munro Partners’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.3M Sell
48,450
-236,448
-83% -$76.1M 0.45% 39
2025
Q4 		$92.2M Buy
284,898
+87,265
+44% +$27.6M 2.39% 18
2025
Q3 		$63.8M Buy
197,633
+15,560
+9% +$4.95M 1.73% 27
2025
Q2 		$59.7M Buy
182,073
+176,503
+3,169% +$48.8M 1.86% 26
2025
Q1 		$1.49M Buy
5,570
+3,340
+150% +$813K 0.07% 54
2024
Q4 		$530K Buy
+2,230
New +$578K 0.02% 66

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Munro Partners's HEI Position: Q1 2026 in Review

Munro Partners reduced its HEICO Corp (HEI) stake by 83% in Q1 2026, selling an estimated $76.1M and leaving 48,450 shares worth $13.3M. The position accounts for 0.45% of the portfolio, ranked #39.

Munro Partners first reported a position in HEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $92.2M in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Munro Partners held 48,450 shares of HEICO Corp worth $13.3M as of Q1 2026.
  • Munro Partners sold 236,448 HEICO Corp shares in Q1 2026, an estimated $76.1M.
  • HEICO Corp made up 0.45% of Munro Partners's portfolio in Q1 2026, its #39 holding.
  • Munro Partners first reported a position in HEICO Corp in Q4 2024 and has held it in 6 quarters since.
  • Munro Partners's HEICO Corp position peaked at $92.2M in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.