One Madison Group’s HEICO HEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$39.4M	Sell	120,000 -10,000	-8%	-$3.28M	4.15%	10
2025 Q1	$34.7M	Buy	130,000 +22,000	+20%	+$5.88M	4.54%	11
2024 Q4	$25.7M	Buy	+108,000	New	+$25.7M	2.94%	17