WhaleCreep

Which hedge funds own HEI/A? HEICO CORP NEW, Q2 2026 13F holders

58 tracked hedge funds disclosed a position in HEI/A (HEICO CORP NEW) in their Q2 2026 13F filings, worth $2.2bn in total. The largest holder by portfolio weight is Advaya LLP at 16.1% of its book. 10 opened a new position this quarter: XN LP, O'Connor Alternative Investments LLC, Diametric Capital, LP, 111 Capital. 13 exited: Visualize Group LP, Cooper Creek Partners Management LLC, Atika Capital Management LLC.

58
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
10
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
13
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$134m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$72.0m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$2.2bn
Combined value
Sum of the holders' reported positions in the security.
4.7%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

58 rows
Advaya LLP Hedge fund16.1%$24.4m94,5200.0%held
Applied Fundamental Research, LLC Hedge fund15.2%$12.9m49,958+25%added
Logan Stone Capital, LLC Hedge fund15.1%$71.5m277,163+181%added
Lansing Management LP Hedge fund12.5%$20.7m80,375+0.5%held
Alpine Peaks Capital, LP Hedge fund8.6%$7.3m28,368−16%reduced
Port Capital LLC Hedge fund8.5%$207m804,484−2.6%reduced
Zeno Equity Partners LLP Hedge fund8.4%$22.7m88,085−2.4%reduced
Gobi Capital LLC Hedge fund8.1%$159m615,183+0.6%added
Deltroit Asset Management (UK) LLP Hedge fund8.0%$49.1m190,338+29%added
Giverny Capital (François Rochon) Long-only investor6.4%$190m735,248−0.4%held
Obion Capital Management LP Hedge fund4.2%$4.9m19,067−1.3%reduced
XN LP Hedge fund3.2%$123m475,566–new
Aristeia Capital, L.L.C. Hedge fund3.2%$202m783,595+35%added
Sone Capital Management, LLC Hedge fund2.8%$37.1m143,977+14%added
Sirios Capital Management L P Hedge fund2.5%$20.8m80,503−3.0%reduced
Telemark Asset Management, LLC Hedge fund2.3%$32.2m125,0000.0%held
Landscape Capital Management, L.L.C. Hedge fund2.0%$31.1m120,673+3.0%added
NZS Capital, LLC Hedge fund1.4%$53.1m205,928+1.0%added
Vulcan Value Partners Long-only investor1.2%$39.6m153,718−14%reduced
Markel Group Investment holding company0.7%$97.9m379,6440.0%held
Whitebox Advisors LLC Hedge fund0.5%$34.1m132,104+5.9%added
O'Connor Alternative Investments LLC Hedge fund0.4%$6.1m23,615–new
Occudo Quantitative Strategies LP Hedge fund0.4%$7.9m30,603−34%reduced
Machina Capital S.A.S. Hedge fund0.4%$2.4m9,187+234%added
Catalyst Funds Management Pty Ltd Hedge fund0.3%$6.0m23,100+645%added
ArrowMark Colorado Holdings LLC Hedge fund0.2%$5.1m19,755−3.9%reduced
Millennium Management LLC Hedge fund0.1%$202m782,006+3.5%added
Oak Thistle LLC Hedge fund0.1%$1.4m5,246+423%added
Aristides Capital LLC Hedge fund0.1%$493k1,9100.0%held
Diametric Capital, LP Hedge fund0.1%$1.1m4,174–new
Qube Research & Technologies Ltd Hedge fund0.1%$101m391,580−22%reduced
Arrowstreet Capital, Limited Partnership Hedge fund0.09%$194m753,152−0.7%reduced
Schonfeld Strategic Advisors LLC Hedge fund0.07%$13.6m52,632+40%added
Marshall Wace, LLP Hedge fund0.06%$66.5m257,959+14%added
111 Capital Hedge fund0.05%$310k1,203–new
Verition Fund Management LLC Hedge fund0.05%$6.8m26,478+259%added
Point72 Asset Management, L.P. Hedge fund0.04%$23.6m91,696−35%reduced
Atom Investors LP Hedge fund0.03%$346k1,340–new
Jain Global LLC Hedge fund0.03%$2.2m8,402−44%reduced
Engineers Gate Manager LP Hedge fund0.02%$1.9m7,309−88%reduced
Renaissance Technologies LLC Hedge fund0.02%$15.9m61,587−58%reduced
Persistent Asset Partners Ltd Hedge fund0.02%$63.2k245–new
ExodusPoint Capital Management, LP Hedge fund0.02%$2.0m7,764+256%added
Citadel Advisors LLC Hedge fund0.02%$29.8m115,484+34%added
AQR Capital Management LLC Hedge fund0.02%$46.2m179,042+179%added
IFM Investors Pty Ltd Hedge fund0.02%$2.3m9,003+2.0%added
Hudson Bay Capital Management LP Hedge fund0.01%$2.5m9,840–new
CVA Family Office, LLC Family office0.01%$117k452−1.1%reduced
FNY Investment Advisers, LLC Hedge fund0.01%$26.0k102–new
Candriam S.C.A. Hedge fund0.01%$1.9m7,264+8.9%added