Wallace Weitz’s HEI.A Holdings & Trades

First Buy
Q1 2020
Duration Held
23 Quarters
Largest Add
Q1 2020
+158,750 shares
Current Position
162,779 shares
$41.36 M value

Wallace Weitz's HEI.A Position Overview

Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 162.8K shares of HEICO Corporation (HEI.A) worth $41.36 M, representing 2.24% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 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 Q2 2020, adding 16.8K shares. Largest reduction occurred in Q2 2024, reducing 20.4K 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

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2020 +158,750 New Buy 158,750 $63.90
Q2 2020 +16,750 Add 10.55% 175,500 $81.24
Q2 2022 +8,000 Add 4.56% 183,500 $105.38
Q2 2023 -400 Reduce 0.22% 183,100 $140.60
Q3 2023 +200 Add 0.11% 183,300 $129.22
Q2 2024 -20,400 Reduce 11.13% 162,900 $177.52
Q3 2025 -121 Reduce 0.07% 162,779 $254.09

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 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Wallace Weitz's largest addition to HEICO Corporation (HEI.A) was in Q1 2020, adding 158,750 shares worth $10.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 162,779 shares of HEICO Corporation (HEI.A), valued at approximately $41.36 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 2.24% of Wallace Weitz'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.

Wallace Weitz's peak holding in HEICO Corporation (HEI.A) was 183,500 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.