Wallace Weitz's HEI.A Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 188,979 shares of HEICO Corporation (HEI.A) worth $39.89 M, representing 2.78% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Wallace Weitz has maintained a strategic position in HEI.A, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 26,200 shares. Largest reduction occurred in Q2 2024, reducing 20,400 shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's HEICO Corporation (HEI.A) Holding Value Over Time
Track share changes against reported price movement
Quarterly HEICO Corporation (HEI.A) Trades by Wallace Weitz
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +26,200 | Add 16.10% | 188,979 | $211.09 |
| Q3 2025 | -121 | Reduce 0.07% | 162,779 | $254.09 |
| Q2 2024 | -20,400 | Reduce 11.13% | 162,900 | $177.52 |
| Q3 2023 | +200 | Add 0.11% | 183,300 | $129.22 |
| Q2 2023 | -400 | Reduce 0.22% | 183,100 | $140.60 |
| Q2 2022 | +8,000 | Add 4.56% | 183,500 | $105.38 |
| Q2 2020 | +16,750 | Add 10.55% | 175,500 | $81.24 |
| Q1 2020 | +158,750 | New Buy | 158,750 | $63.90 |
Wallace Weitz's HEICO Corporation Investment FAQs
Wallace Weitz first purchased HEICO Corporation (HEI.A) in Q1 2020, acquiring 158,750 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held HEICO Corporation (HEI.A) for 25 quarters since Q1 2020.
Wallace Weitz's largest addition to HEICO Corporation (HEI.A) was in Q1 2020, adding 158,750 shares worth $10.14 M.
According to the latest 13F filing for Q1 2026, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 188,979 shares of HEICO Corporation (HEI.A), valued at approximately $39.89 M.
As of the Q1 2026 filing, HEICO Corporation (HEI.A) represents approximately 2.78% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings.
Wallace Weitz's peak holding in HEICO Corporation (HEI.A) was 188,979 shares, as reported at the end of Q1 2026.