SEC 13F Intelligence

Jade Capital Advisors, LLC / HEI

Jade Capital Advisors, LLC’s Heico Corp New Position

Does Jade Capital Advisors, LLC own Heico Corp New (HEI)? Not currently — the last reported position was 15.0K shares worth $3M in Q2 2023; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$3M
Q2 2023
Shares
15.0K
% of Portfolio
+2.07%
Quarters Held
3
position exited

Position History HEI

Reported value by quarter
Q4 ’20: $4MQ4 ’20Q1 ’21: $944,000Q1 ’21Q2 ’23: $3MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202315.0K$3M+2.07%
Q1 20217.5K$944,000+0.38%
Q4 202027.5K$4M+2.69%

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