Francois Rochon - Giverny Capital
Holding/activity history for HEICO Corp. CL A (HEI.A)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q4 | 696,603 | 4.66 | Reduce 2.22% | 0.11 | $142.44 |
| 2023 Q3 | 712,453 | 5.00 | Add 1.66% | 0.08 | $129.22 |
| 2023 Q2 | 700,824 | 5.18 | Add 6.67% | 0.32 | $140.60 |
| 2023 Q1 | 656,986 | 5.38 | Reduce 2.07% | 0.11 | $135.90 |
| 2022 Q4 | 670,900 | 4.97 | Add 0.88% | 0.04 | $119.85 |
| 2022 Q3 | 665,048 | 5.16 | Add 1.11% | 0.06 | $114.62 |
| 2022 Q2 | 657,751 | 4.57 | Add 4.09% | 0.18 | $105.38 |
| 2022 Q1 | 631,922 | 5.48 | Add 2.19% | 0.12 | $153.54 |
| 2021 Q4 | 618,391 | 4.24 | Add 3.76% | 0.15 | $128.52 |
| 2021 Q3 | 595,976 | 4.21 | Add 3.01% | 0.12 | $118.43 |
| 2021 Q2 | 578,552 | 4.37 | Add 5.13% | 0.21 | $124.18 |
| 2021 Q1 | 550,321 | 4.18 | Add 2.65% | 0.11 | $113.60 |
| 2020 Q4 | 536,099 | 4.81 | Add 2.28% | 0.11 | $117.06 |
| 2020 Q3 | 524,146 | 4.26 | Add 3.03% | 0.13 | $88.66 |
| 2020 Q2 | 508,738 | 4.11 | Add 5.88% | 0.23 | $81.24 |
| 2020 Q1 | 480,490 | 3.91 | Reduce 4.23% | 0.17 | $63.90 |
| 2019 Q4 | 501,709 | 4.06 | Add 3.41% | 0.13 | $89.53 |
| 2019 Q3 | 485,174 | 4.71 | Reduce 0.26% | 0.01 | $97.31 |
| 2019 Q2 | 486,432 | 5.08 | Add 2.93% | 0.14 | $103.37 |
| 2019 Q1 | 472,577 | 4.56 | Add 3.48% | 0.15 | $84.06 |
| 2018 Q4 | 456,666 | 3.79 | Reduce 1.44% | 0.06 | $63.00 |
| 2018 Q3 | 463,327 | 3.96 | Add 0.97% | 0.04 | $75.50 |
| 2018 Q2 | 458,891 | 3.64 | Add 24.72% | 0.72 | $60.95 |
| 2018 Q1 | 367,927 | 3.50 | Add 25.01% | 0.70 | $70.95 |
| 2017 Q4 | 294,313 | 3.19 | $79.05 |