Francois Rochon's HEI.A Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 735,248 shares of HEICO Corporation (HEI.A) worth $189.63 M, representing 6.38% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in HEI.A, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 98,929 shares. Largest reduction occurred in Q3 2016, reducing 1.69 M shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's HEICO Corporation (HEI.A) Holding Value Over Time
Track share changes against reported price movement
Quarterly HEICO Corporation (HEI.A) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -3,234 | Reduce 0.44% | 735,248 | $257.91 |
| Q1 2026 | -16,050 | Reduce 2.13% | 738,482 | $211.09 |
| Q4 2025 | +5,031 | Add 0.67% | 754,532 | $252.43 |
| Q3 2025 | +9 | Add 0.00% | 749,501 | $254.09 |
| Q2 2025 | +7,481 | Add 1.01% | 749,492 | $258.75 |
| Q1 2025 | +356 | Add 0.05% | 742,011 | $210.97 |
| Q4 2024 | +8,662 | Add 1.18% | 741,655 | $186.08 |
| Q3 2024 | +9,296 | Add 1.28% | 732,993 | $203.76 |
| Q2 2024 | +4,702 | Add 0.65% | 723,697 | $177.52 |
| Q1 2024 | +22,392 | Add 3.21% | 718,995 | $153.94 |
| Q4 2023 | -15,850 | Reduce 2.22% | 696,603 | $142.44 |
| Q3 2023 | +11,629 | Add 1.66% | 712,453 | $129.22 |
| Q2 2023 | +43,838 | Add 6.67% | 700,824 | $140.60 |
| Q1 2023 | -13,914 | Reduce 2.07% | 656,986 | $135.90 |
| Q4 2022 | +5,852 | Add 0.88% | 670,900 | $119.85 |
| Q3 2022 | +7,297 | Add 1.11% | 665,048 | $114.62 |
| Q2 2022 | +25,829 | Add 4.09% | 657,751 | $105.38 |
| Q1 2022 | +13,531 | Add 2.19% | 631,922 | $153.54 |
| Q4 2021 | +22,415 | Add 3.76% | 618,391 | $128.52 |
| Q3 2021 | +17,424 | Add 3.01% | 595,976 | $118.43 |
| Q2 2021 | +28,231 | Add 5.13% | 578,552 | $124.18 |
| Q1 2021 | +14,222 | Add 2.65% | 550,321 | $113.60 |
| Q4 2020 | +11,953 | Add 2.28% | 536,099 | $117.06 |
| Q3 2020 | +15,408 | Add 3.03% | 524,146 | $88.66 |
| Q2 2020 | +28,248 | Add 5.88% | 508,738 | $81.24 |
| Q1 2020 | -21,219 | Reduce 4.23% | 480,490 | $63.90 |
| Q4 2019 | +16,535 | Add 3.41% | 501,709 | $89.53 |
| Q3 2019 | -1,258 | Reduce 0.26% | 485,174 | $97.31 |
| Q2 2019 | +13,855 | Add 2.93% | 486,432 | $103.37 |
| Q1 2019 | +15,911 | Add 3.48% | 472,577 | $84.06 |
| Q4 2018 | -6,661 | Reduce 1.44% | 456,666 | $63.00 |
| Q3 2018 | +4,436 | Add 0.97% | 463,327 | $75.50 |
| Q2 2018 | +90,964 | Add 24.72% | 458,891 | $60.95 |
| Q1 2018 | +73,614 | Add 25.01% | 367,927 | $70.95 |
| Q4 2017 | -7,644 | Reduce 2.53% | 294,313 | $79.05 |
| Q3 2017 | +21,082 | Add 7.51% | 301,957 | $76.20 |
| Q2 2017 | +69,192 | Add 32.69% | 280,875 | $62.05 |
| Q1 2017 | +98,929 | Add 87.74% | 211,683 | $75.00 |
| Q4 2016 | +6,943 | Add 6.56% | 112,754 | $67.90 |
| Q3 2016 | +105,811 | New Buy | 105,811 | $60.51 |
| Q1 1970 | +1.8 M | Add 0.00% | 1.8 M | $105.64 |
Francois Rochon's HEICO Corporation Investment FAQs
Francois Rochon first purchased HEICO Corporation (HEI.A) in Q1 1970, acquiring 1,795,039 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held HEICO Corporation (HEI.A) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to HEICO Corporation (HEI.A) was in Q1 1970, adding 1,795,039 shares worth $189.63 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 735,248 shares of HEICO Corporation (HEI.A), valued at approximately $189.63 M.
As of the Q2 2026 filing, HEICO Corporation (HEI.A) represents approximately 6.38% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in HEICO Corporation (HEI.A) was 1,795,039 shares, as reported at the end of Q1 1970.