Francois Rochon's HEI.A Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 754,532 shares of HEICO Corporation (HEI.A) worth $190.47 M, representing 6.35% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 38 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in HEI.A, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2017, adding 98,929 shares. Largest reduction occurred in Q1 2020, reducing 21,219 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 |
|---|---|---|---|---|
| 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 |
Francois Rochon's HEICO Corporation Investment FAQs
Francois Rochon first purchased HEICO Corporation (HEI.A) in Q3 2016, acquiring 105,811 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 38 quarters since Q3 2016.
Francois Rochon's largest addition to HEICO Corporation (HEI.A) was in Q3 2016, adding 105,811 shares worth $6.4 M.
According to the latest 13F filing for Q4 2025, Francois Rochon's firm, Giverny Capital Inc., owns 754,532 shares of HEICO Corporation (HEI.A), valued at approximately $190.47 M.
As of the Q4 2025 filing, HEICO Corporation (HEI.A) represents approximately 6.35% 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 754,532 shares, as reported at the end of Q4 2025.