Nekton 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
2023 Q4	–	Sell	-72,156	Closed	-$9.32M	–	16
2023 Q3	$9.32M	Sell	72,156 -89,251	-55%	-$11.5M	1.48%	15
2023 Q2	$22.7M	Buy	+161,407	New	+$22.7M	3.72%	13