Twin Tree Management’s HEICO Corp HEI Stock Holding History

Twin Tree Management’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	$10.9M	Buy	+39,700	New	+$12.8M	0.23%	77
2025 Q4	–	Sell	-18,900	Closed	-$6.1M	–	1549
2025 Q3	$6.1M	Sell	18,900 -109,700	-85%	-$34.9M	0.03%	685
2025 Q2	$42.2M	Sell	128,600 -17,900	-12%	-$4.95M	0.08%	252
2025 Q1	$39.1M	Buy	146,500 +122,300	+505%	+$29.8M	0.07%	235
2024 Q4	$5.75M	Buy	+24,200	New	+$6.27M	0.01%	885
2023 Q3	–	Sell	-5,000	Closed	-$885K	–	1347
2023 Q2	$885K	Hold	5,000	–	–	﹤0.01%	1015
2023 Q1	$855K	Buy	+5,000	New	+$842K	﹤0.01%	1026
2021 Q4	–	Sell	-1,700	Closed	-$224K	–	1688
2021 Q3	$224K	Buy	+1,700	New	+$224K	﹤0.01%	1392
2020 Q3	–	Sell	-387,600	Closed	-$38.6M	–	1382
2020 Q2	$38.6M	Buy	387,600 +366,700	+1,755%	+$33.9M	0.16%	153
2020 Q1	$1.56M	Buy	+20,900	New	+$2.28M	0.01%	773

Other funds holding HEI

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Twin Tree Management's HEI Position: Q1 2026 in Review

Twin Tree Management opened a new position in HEICO Corp (HEI) in Q1 2026: 8,615 shares worth $2.36M. The stake represents 0.05% of the portfolio and ranks #418 among its holdings. This is a return to the name: Twin Tree Management previously reported a position in HEI as recently as Q3 2024.

Twin Tree Management first reported a position in HEI in Q2 2020 and has held it in 6 quarters since. The position peaked at $2.68M in Q3 2024. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Twin Tree Management held 8,615 shares of HEICO Corp worth $2.36M as of Q1 2026.
HEICO Corp was a new Twin Tree Management position in Q1 2026.
HEICO Corp made up 0.05% of Twin Tree Management's portfolio in Q1 2026, its #418 holding.
Twin Tree Management first reported a position in HEICO Corp in Q2 2020 and has held it in 6 quarters since.
Twin Tree Management's HEICO Corp position peaked at $2.68M in Q3 2024.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.