Giverny Capital
HEI.A · Planes, rockets & defense

HEICO

Makes spare jet parts and electronics for airlines and the military.
No change
Giverny Capital owns 735,248 shares of HEICO, worth about $190 million. That’s $6 of every $100 they have in stocks — their 2nd-biggest bet. They didn’t really buy or sell any between April and June.
Mar 31
738,482
Jun 30
735,248

The numbers

Shares they own
735,248
Change since Mar 31
−3,234
tiny change (0.4%)
Shares on Mar 31
738,482
Value on Jun 30, 2026
$189,627,812
about $190 million
Share of their money
6.4%
$6 of every $100 · 2nd of 49
Price per share on Jun 30
$257.91
Kind
Shares
Also owned by
No other fund we follow
More about HEICO
The value uses the price on Jun 30, 2026. The fund may have paid a different price.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works