SEC 13F Intelligence

Mar Vista Investment Partners LLC / HEI

Mar Vista Investment Partners LLC’s Heico Corp New Position

Does Mar Vista Investment Partners LLC own Heico Corp New (HEI)? Yes47.7K shares worth $13M (+1.31% of its 13F portfolio) as of Q1 2026, up from 46.8K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
47.7K
% of Portfolio
+1.31%
Quarters Held
13
currently held

Position History HEI

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $38MQ3 ’23: $42MQ3 ’23Q4 ’23: $42MQ1 ’24: $44MQ1 ’24Q2 ’24: $45MQ3 ’24: $38MQ3 ’24Q4 ’24: $32MQ1 ’25: $30MQ1 ’25Q2 ’25: $16MQ3 ’25: $15MQ3 ’25Q4 ’25: $15MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.7K$13M+1.31%
Q4 202546.8K$15M+1.39%
Q3 202547.4K$15M+1.33%
Q2 202547.5K$16M+1.19%
Q1 2025110.4K$30M+2.43%
Q4 2024132.8K$32M+2.16%
Q3 2024143.7K$38M+2.40%
Q2 2024199.0K$45M+2.19%
Q1 2024227.8K$44M+1.90%
Q4 2023233.0K$42M+1.90%
Q3 2023261.3K$42M+2.03%
Q2 2023212.8K$38M+1.58%
Q1 202325.1K$4M+0.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mar Vista Investment Partners LLC’s full portfolio or all institutional holders of HEI.