Joel Greenblatt's HEI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 38,389 shares of HEICO Corporation (HEI) worth $12.42 M, representing 0.05% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in HEI, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2015, adding 170,373 shares. Largest reduction occurred in Q4 2015, reducing 220,387 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's HEICO Corporation (HEI) Holding Value Over Time
Track share changes against reported price movement
Quarterly HEICO Corporation (HEI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +18,692 | Add 94.90% | 38,389 | $323.59 |
| Q3 2025 | +6,216 | Add 46.11% | 19,697 | $322.82 |
| Q2 2025 | +2,952 | Add 28.04% | 13,481 | $328.00 |
| Q1 2025 | +6,491 | Add 160.75% | 10,529 | $267.19 |
| Q4 2024 | +1,036 | Add 34.51% | 4,038 | $237.74 |
| Q3 2024 | -92 | Reduce 2.97% | 3,002 | $261.48 |
| Q2 2024 | -1,984 | Reduce 39.07% | 3,094 | $223.61 |
| Q1 2024 | +2,023 | Add 66.22% | 5,078 | $191.00 |
| Q4 2023 | -1,043 | Reduce 25.45% | 3,055 | $178.87 |
| Q3 2023 | +349 | Add 9.31% | 4,098 | $161.93 |
| Q2 2023 | -367 | Reduce 8.92% | 3,749 | $176.94 |
| Q1 2023 | -4,826 | Reduce 53.97% | 4,116 | $171.04 |
| Q4 2022 | +4,901 | Add 121.28% | 8,942 | $153.64 |
| Q3 2022 | +37 | Add 0.92% | 4,041 | $144.02 |
| Q2 2022 | +165 | Add 4.30% | 4,004 | $131.12 |
| Q1 2022 | -845 | Reduce 18.04% | 3,839 | $153.43 |
| Q4 2021 | -5,655 | Reduce 54.70% | 4,684 | $144.32 |
| Q3 2021 | +6,650 | Add 180.27% | 10,339 | $131.83 |
| Q2 2021 | -3,485 | Reduce 48.58% | 3,689 | $139.33 |
| Q1 2021 | +4,381 | Add 156.86% | 7,174 | $125.73 |
| Q4 2020 | -1,760 | Reduce 38.66% | 2,793 | $132.47 |
| Q3 2020 | +2,267 | Add 99.17% | 4,553 | $104.77 |
| Q2 2020 | -5,731 | Reduce 71.49% | 2,286 | $99.74 |
| Q1 2020 | -11,830 | Reduce 59.61% | 8,017 | $74.59 |
| Q4 2019 | -1,894 | Reduce 8.71% | 19,847 | $114.17 |
| Q3 2019 | +19,024 | Add 700.18% | 21,741 | $124.88 |
| Q2 2019 | +2,717 | New Buy | 2,717 | $133.97 |
| Q1 2016 | -27,531 | Sold Out | 0 | $0.00 |
| Q4 2015 | -220,387 | Reduce 88.90% | 27,531 | $27.82 |
| Q3 2015 | +77,545 | Add 45.51% | 247,918 | $25.03 |
| Q2 2015 | +170,373 | New Buy | 170,373 | $29.85 |
| Q1 2015 | -10,811 | Sold Out | 0 | $0.00 |
| Q4 2014 | -6,968 | Reduce 39.19% | 10,811 | $30.89 |
| Q3 2014 | +17,779 | New Buy | 17,779 | $23.90 |
| Q2 2014 | -21,639 | Sold Out | 0 | $0.00 |
| Q1 2014 | +21,639 | New Buy | 21,639 | $30.82 |
Joel Greenblatt's HEICO Corporation Investment FAQs
Joel Greenblatt first purchased HEICO Corporation (HEI) in Q1 2014, acquiring 21,639 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held HEICO Corporation (HEI) for 36 quarters since Q1 2014.
Joel Greenblatt's largest addition to HEICO Corporation (HEI) was in Q2 2015, adding 170,373 shares worth $5.09 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 38,389 shares of HEICO Corporation (HEI), valued at approximately $12.42 M.
As of the Q4 2025 filing, HEICO Corporation (HEI) represents approximately 0.05% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in HEICO Corporation (HEI) was 247,918 shares, as reported at the end of Q3 2015.