Tom Gayner's HEI.A Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 379,644 shares of HEICO Corporation (HEI.A) worth $96.46 M, representing 0.78% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 38 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in HEI.A, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2018, adding 75,429 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's HEICO Corporation (HEI.A) Holding Value Over Time
Track share changes against reported price movement
Quarterly HEICO Corporation (HEI.A) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2016 | +4,000 | New Buy | 4,000 | $53.75 |
| Q3 2016 | +33,500 | Add 837.50% | 37,500 | $60.51 |
| Q4 2016 | +12,000 | Add 32.00% | 49,500 | $67.90 |
| Q1 2017 | +21,000 | Add 42.42% | 70,500 | $74.99 |
| Q2 2017 | +51,875 | Add 73.58% | 122,375 | $62.05 |
| Q3 2017 | +16,000 | Add 13.07% | 138,375 | $76.20 |
| Q1 2018 | +57,343 | Add 41.44% | 195,718 | $70.95 |
| Q2 2018 | +75,429 | Add 38.54% | 271,147 | $60.95 |
| Q3 2018 | +18,998 | Add 7.01% | 290,145 | $75.50 |
| Q4 2018 | +2,000 | Add 0.69% | 292,145 | $63.00 |
| Q1 2019 | +12,000 | Add 4.11% | 304,145 | $84.06 |
| Q2 2019 | +22,000 | Add 7.23% | 326,145 | $103.37 |
| Q3 2019 | +12,199 | Add 3.74% | 338,344 | $97.31 |
| Q4 2019 | +3,300 | Add 0.98% | 341,644 | $89.53 |
| Q1 2020 | +1,500 | Add 0.44% | 343,144 | $63.90 |
| Q4 2022 | +11,500 | Add 3.35% | 354,644 | $119.85 |
| Q1 2023 | +16,000 | Add 4.51% | 370,644 | $135.90 |
| Q2 2023 | +9,000 | Add 2.43% | 379,644 | $140.60 |
Tom Gayner's HEICO Corporation Investment FAQs
Tom Gayner first purchased HEICO Corporation (HEI.A) in Q2 2016, acquiring 4,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held HEICO Corporation (HEI.A) for 38 quarters since Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to HEICO Corporation (HEI.A) was in Q2 2018, adding 271,147 shares worth $16.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tom Gayner's firm, Markel Group Inc., owns 379,644 shares of HEICO Corporation (HEI.A), valued at approximately $96.46 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, HEICO Corporation (HEI.A) represents approximately 0.78% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's peak holding in HEICO Corporation (HEI.A) was 379,644 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.