Tom Gayner’s HEICO Corp Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $97.9M | Hold |
379,644
| – | – | 0.75% | 40 |
|
|
2026
Q1 | $80.1M | Hold |
379,644
| – | – | 0.67% | 44 |
|
|
2025
Q4 | $95.8M | Hold |
379,644
| – | – | 0.76% | 39 |
|
|
2025
Q3 | $96.5M | Hold |
379,644
| – | – | 0.78% | 38 |
|
|
2025
Q2 | $98.2M | Hold |
379,644
| – | – | 0.83% | 37 |
|
|
2025
Q1 | $80.1M | Hold |
379,644
| – | – | 0.71% | 42 |
|
|
2024
Q4 | $70.6M | Hold |
379,644
| – | – | 0.62% | 42 |
|
|
2024
Q3 | $77.4M | Hold |
379,644
| – | – | 0.7% | 42 |
|
|
2024
Q2 | $67.4M | Hold |
379,644
| – | – | 0.66% | 43 |
|
|
2024
Q1 | $58.4M | Hold |
379,644
| – | – | 0.58% | 48 |
|
|
2023
Q4 | $54.1M | Hold |
379,644
| – | – | 0.59% | 48 |
|
|
2023
Q3 | $49.1M | Hold |
379,644
| – | – | 0.59% | 46 |
|
|
2023
Q2 | $53.4M | Buy |
379,644
+9,000
| +2% | +$1.21M | 0.64% | 45 |
|
|
2023
Q1 | $50.4M | Buy |
370,644
+16,000
| +5% | +$2.12M | 0.64% | 45 |
|
|
2022
Q4 | $42.5M | Buy |
354,644
+11,500
| +3% | +$1.4M | 0.57% | 48 |
|
|
2022
Q3 | $39.3M | Hold |
343,144
| – | – | 0.58% | 46 |
|
|
2022
Q2 | $36.2M | Hold |
343,144
| – | – | 0.52% | 51 |
|
|
2022
Q1 | $43.5M | Hold |
343,144
| – | – | 0.52% | 50 |
|
|
2021
Q4 | $44.1M | Hold |
343,144
| – | – | 0.5% | 53 |
|
|
2021
Q3 | $40.6M | Hold |
343,144
| – | – | 0.51% | 54 |
|
|
2021
Q2 | $42.6M | Hold |
343,144
| – | – | 0.54% | 50 |
|
|
2021
Q1 | $39M | Hold |
343,144
| – | – | 0.54% | 53 |
|
|
2020
Q4 | $40.2M | Hold |
343,144
| – | – | 0.6% | 49 |
|
|
2020
Q3 | $30.4M | Hold |
343,144
| – | – | 0.52% | 54 |
|
|
2020
Q2 | $27.9M | Hold |
343,144
| – | – | 0.52% | 56 |
|
|
2020
Q1 | $21.9M | Buy |
343,144
+1,500
| +0.4% | +$134K | 0.41% | 64 |
|
|
2019
Q4 | $30.6M | Buy |
341,644
+3,300
| +1% | +$314K | 0.42% | 68 |
|
|
2019
Q3 | $32.9M | Buy |
338,344
+12,199
| +4% | +$1.29M | 0.5% | 57 |
|
|
2019
Q2 | $33.7M | Buy |
326,145
+22,000
| +7% | +$2.03M | 0.52% | 53 |
|
|
2019
Q1 | $25.6M | Buy |
304,145
+12,000
| +4% | +$880K | 0.43% | 65 |
|
|
2018
Q4 | $18.4M | Buy |
292,145
+2,000
| +0.7% | +$134K | 0.35% | 67 |
|
|
2018
Q3 | $21.9M | Buy |
290,145
+18,998
| +7% | +$1.31M | 0.37% | 70 |
|
|
2018
Q2 | $16.5M | Buy |
271,147
+26,499
| +11% | +$1.58M | 0.3% | 75 |
|
|
2018
Q1 | $13.9M | Sell |
244,648
-25,616
| -9% | -$1.38M | 0.26% | 79 |
|
|
2017
Q4 | $10.9M | Hold |
270,264
| – | – | 0.21% | 84 |
|
|
2017
Q3 | $10.5M | Buy |
270,264
+31,250
| +13% | +$1.14M | 0.21% | 84 |
|
|
2017
Q2 | $7.59M | Buy |
239,014
+66,895
| +39% | +$2.09M | 0.16% | 93 |
|
|
2017
Q1 | $5.29M | Buy |
172,119
+51,269
| +42% | +$1.47M | 0.12% | 96 |
|
|
2016
Q4 | $3.36M | Buy |
120,850
+29,297
| +32% | +$761K | 0.08% | 104 |
|
|
2016
Q3 | $2.27M | Buy |
91,553
+81,787
| +837% | +$1.91M | 0.06% | 114 |
|
|
2016
Q2 | $215K | Buy |
+9,766
| New | +$206K | 0.01% | 130 |
|
Other funds holding HEI.A
Tom Gayner's HEI.A Position: Q2 2026 in Review
Tom Gayner held its HEICO Corp Class A (HEI.A) position steady in Q2 2026 at 379,644 shares worth $97.9M. The position accounts for 0.75% of the portfolio, ranked #40.
Tom Gayner first reported a position in HEI.A in Q2 2016 and has held it in 41 quarters since. The position peaked at $98.2M in Q2 2025. 663 funds tracked by Wall St. Rank hold HEI.A as of Q2 2026.
- Tom Gayner held 379,644 shares of HEICO Corp Class A worth $97.9M as of Q2 2026.
- Tom Gayner left its HEICO Corp Class A share count unchanged in Q2 2026.
- HEICO Corp Class A made up 0.75% of Tom Gayner's portfolio in Q2 2026, its #40 holding.
- Tom Gayner first reported a position in HEICO Corp Class A in Q2 2016 and has held it in 41 quarters since.
- Tom Gayner's HEICO Corp Class A position peaked at $98.2M in Q2 2025.
- 663 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q2 2026.
Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.