Which hedge funds own HEI? HEICO CORP NEW, Q2 2026 13F holders
60 tracked hedge funds disclosed a position in HEI (HEICO CORP NEW) in their Q2 2026 13F filings, worth $1.0bn in total. The largest holder by portfolio weight is Obion Capital Management LP at 4.5% of its book. 19 opened a new position this quarter: Ilex Capital Partners (UK) LLP, Semanteon Capital Management, LP, Fulcrum Asset Management LLP, J. Goldman & Co LP. 19 exited: Atika Capital Management LLC, Ghisallo Capital Management LLC, Twin Tree Management, LP.
- 60
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 19
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 19
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $119m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $156m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.0bn
- Combined value Sum of the holders' reported positions in the security.
- 4.8%
- 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
Exited since the previous filing
| Atika Capital Management LLC | 0.8% | $5.3m |
| Ghisallo Capital Management LLC | 0.7% | $24.7m |
| Twin Tree Management, LP | 0.5% | $2.4m |
| Brant Point Investment Management LLC | 0.2% | $823k |
| Entropy Technologies, LP | 0.2% | $4.0m |
| MQS Management LLC | 0.2% | $244k |
| Oxford Asset Management LLP | 0.09% | $225k |
| Y-Intercept (Hong Kong) Ltd | 0.08% | $4.0m |
| Marshall Wace, LLP | 0.07% | $65.5m |
| Graham Capital Management, L.P. | 0.07% | $2.1m |
| Lighthouse Investment Partners, LLC | 0.05% | $1.4m |
| Edgestream Partners, L.P. | 0.05% | $1.4m |
| Quantitative Investment Management, LLC | 0.04% | $404k |
| Caxton Associates LLP | 0.04% | $1.6m |
| Qube Research & Technologies Ltd | 0.03% | $20.2m |
| Bridgewater Associates, LP | 0.02% | $4.8m |
| D. E. Shaw & Co., Inc. | 0.01% | $15.6m |
| Tudor Investment Corp ET AL | 0.01% | $1.7m |
| Elequin Capital, LP | 0.0% | $274 |
Ownership over time
Who discovered HEI first? Beta
The run: Q1 2009 → Q2 2019, ×26
| Telemark Asset Management, LLC high conviction | Q1 2015 | – | +5.3 pts |
| Kingdon Capital Management, L.L.C. | Q1 2023 | – | +1.9 pts |
| Pinnbrook Capital Management LP high conviction | Q1 2025 | – | +1.8 pts |
| Eos Management, L.P. | Q1 2023 | – | +1.0 pts |
| Select Equity Group Inc | Q2 2012 | – | +0.8 pts |
| Steamboat Capital Partners, LLC | Q1 2020 | – | +0.5 pts |
| Scopus Asset Management, L.P. | Q2 2019 | – | 0.0 pts |
| Waratah Capital Advisors Ltd. | Q1 2017 | – | 0.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.