What smart money is saying about HEICO
6 funds in our archive have pitched HEICO, most recently SVN Capital in December 2025.
HEICO Corporation, through its subsidiaries, designs, manufactures, and sells aerospace, defense, and electronic related products and services in the United States and internationally. The company's Flight Support Group segment provides jet engine and aircraft component replacement parts; thermal insulation blankets and parts; renewable/reusable insulation systems; and specialty components. This segment also distributes hydraulic, pneumatic, structural, interconnect, mechanical, and electro-mechanical components for the commercial, regional, and general aviation markets; and offers repair and overhaul services for jet engine and aircraft component parts, avionics, instruments, composites, and flight surfaces of commercial aircraft, as well as for avionics and navigation systems, subcomponents, and other instruments utilized on military aircraft. Its Electronic Technologies Group segment provides electro-optical infrared simulation and test equipment; electro-optical laser products; electro-optical, microwave, and other power equipment; electromagnetic and RFI shielding and suppression filters; high-speed interface products; high voltage interconnection devices; high voltage advanced power electronics; power conversion products; and underwater locator beacons and emergency locator transmission beacons. This segment also offers traveling wave tube amplifiers and microwave power modules; three-dimensional microelectronic and stacked memory products; harsh environment connectivity products and custom molded cable assemblies; radio frequency and microwave amplifiers, transmitters, and receivers; communications and electronic intercept receivers and tuners; self-sealing auxiliary fuel systems; active antenna systems; and nuclear radiation detectors. The company serves customers primarily in the aviation, defense, space, medical, telecommunications, and electronics industries. HEICO Corporation was incorporated in 1957 and is headquartered in Hollywood, Florida.
Get an email when a fund buys, sells or pitches it
Fund signal · last 12 months
23 lettersMore funds are buying than selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q3 2026, 25 fund letters reported a position in HEICO, with 4 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 11 | 1 | 2 | 0 |
| Q2 2026 | 12 | 3 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q2 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 1 | 0 | 0 | 3 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 25 positions · 9 moves
- September 2026
“As with IT, some of the fastest-growing Industrials companies are suppliers to data centers. But there are also those whose growth comes from other sources of demand that should persist even when AI-related spending slows. US-based HEICO, the leading supplier of replacement parts to the aerospace industry has generated an annualized profit growth rate of 25% over the last three years and is on track for the same this year, as airlines facing cost pressures increasingly opt for its more affordable replacement parts.”
HEICO - September 2026
“US-based HEICO, the leading supplier of replacement parts to the aerospace industry has generated an annualized profit growth rate of 25% over the last three years and is on track for the same this year, as airlines facing cost pressures increasingly opt for its more affordable replacement parts.”
HEICO - September 2026
“Alphabet’s stock treaded water but finished the quarter down less than 5%, while HEICO rounded out the detractors list as aerospace stocks fell out of favor.”
HEICO - September 2026
“US-based HEICO, the leading supplier of replacement parts to the aerospace industry has generated an annualized profit growth rate of 25% over the last three years and is on track for the same this year, as airlines facing cost pressures increasingly opt for its more affordable replacement parts.”
HEICO - September 2026
“HEICO was the Fund’s top detractor for the third quarter.”
HEICO - September 2026
“We also continued to build the Fund’s relatively new positions in HEICO and Ferguson Enterprises at a measured pace.”
HEICO - September 2026
“To fund this buying we sold several of the healthcare, consumer and industrial franchises added in June, Lonza, Thermo Fisher, HEICO and Costco among them.”
HEICO - September 2026
“To fund this buying we sold several of the healthcare, consumer and industrial franchises added in June, Lonza, Thermo Fisher, HEICO and Costco among them.”
HEICO - September 2026
“We also added ABB, the Swiss electrification and automation leader, and Comfort Systems, the US mechanical and electrical contractor building data centres. To fund this buying we sold several of the consumer, industrial and financial franchises added in June, HEICO, Costco, Halma, JPMorgan and TJX among them.”
HEICO - August 2026
Listed in Harding Loevner Global Equity’s reported holdings.
HEICO - HoldsREQJuly 2026
“The other dominant theme was a booming aerospace market, which lifted both HEICO and Diploma.”
HEICO - HoldsAve Maria FundsJune 2026
Listed in Ave Maria Funds’s reported holdings.
HEICO - June 2026
Listed in Harding Loevner Global Equity’s reported holdings.
HEICO - June 2026
Listed in Baron First Principles ETF’s reported holdings.
HEICO - HoldsBaron Partners FundJune 2026
Listed in Baron Partners Fund’s reported holdings.
HEICO - HoldsBaron Partners FundJune 2026
Listed in Baron Partners Fund’s reported holdings.
HEICO - New positionLiontrust Global Innovation FundJune 2026
Listed in Liontrust Global Innovation Fund’s reported holdings.
HEICO - New positionLiontrust GF Global Innovation FundJune 2026
Listed in Liontrust GF Global Innovation Fund’s reported holdings.
HEICO - New positionLiontrust GF Global Dividend FundJune 2026
Listed in Liontrust GF Global Dividend Fund’s reported holdings.
HEICO - HoldsBaron CapitalJune 2026
Listed in Baron Capital’s reported holdings.
HEICO - New positionLiontrust Global Dividend FundJune 2026
Listed in Liontrust Global Dividend Fund’s reported holdings.
HEICO - June 2026
“We added to the Fund’s holdings in HEICO, Ingersoll Rand, and MercadoLibre during the quarter.”
HEICO - June 2026
“Aerospace company HEICO reported another quarter of accelerated growth across both its Flight Support and Electronic Technologies segments, sending shares higher.”
HEICO - June 2025
Listed in Brown Advisory US Mid Cap Growth Fund’s reported holdings.
HEICO - March 2025
“In the first quarter, top contributors to return included O’Reilly Automotive, Inc., HEICO Corporation, Roper Technologies, Inc., Mastercard, Incorporated and Expand Energy Corporation.”
HEICO
Also mentioned · 3
These funds discuss HEICO as a competitor, benchmark or comparable, without disclosing a position in it.
- August 2026
Named in a table in Harding Loevner Global Developed Markets Equity’s letter.
HEICO - MentionedHL Global Developed Markets EquityMay 2026
Named in a table in HL Global Developed Markets Equity’s letter.
HEICO - MentionedHL Global EquityMay 2026
Named in a table in HL Global Equity’s letter.
HEICO
Fund coverage · 6 theses
- SVN CapitalDecember 2025
HEICO is a PMA parts and specialized electronics leader with strong cash generation, disciplined acquisitions, conservative balance sheet and enduring family-led culture enabling steady compounding.
Read the full thesis - Ironvine Capital PartnersDecember 2025
HEICO is a leading aerospace aftermarket supplier with a decentralized culture, high barriers to entry, and strong cash flow growth prospects as it gains share in a durable market.
Read the full thesis - NZS CapitalMarch 2025
HEICO dominates a growing niche in aircraft parts with unmatched quality, a unique decentralized model, and pricing power—making it a rare long-term compounder in aerospace.
Read the full thesis - Alger Focus Equity FundMarch 2025
Heico is a leading manufacturer of FAA-approved aircraft and engine replacement parts, well-positioned to benefit from the aging global aerospace fleet and reduced new plane deliveries.
Read the full thesis - Brasada CapitalMarch 2025
Heico is a leading seller of PMA parts, strategically positioned for growth through acquisitions and potential opportunities with the US Military, while adopting a long-term investment approach.
Read the full thesis - Alger Mid Cap Focus FundDecember 2024
Heico is a leading manufacturer of FAA-approved jet engine and aircraft component replacement parts
Read the full thesis
Read every full thesis on HEICO
Read all 6 theses in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→