
What smart money is saying about HEICO Corporation
6 funds in our archive have pitched HEICO Corporation — most recently Ironvine Capital Partners 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.
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Position history
Between Q4 2024 and Q3 2026, 4 fund letters reported a position in HEICO Corporation, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 3 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q1 2025 | 0 | 0 | 0 | 3 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions
- HoldsREQJuly 2026
“The other dominant theme was a booming aerospace market, which lifted both HEICO and Diploma.”
Read the letterHEICO Corporation - HoldsAve Maria FundsJune 2026
Listed in Ave Maria Funds’s reported holdings.
Read the letterHEICO Corporation - HoldsHarding Loevner Global EquityJune 2026
Listed in Harding Loevner Global Equity’s reported holdings.
Read the letterHEICO Corporation - HoldsHL Global Equity ADRMay 2026
Listed in HL Global Equity ADR’s reported holdings.
Read the letterHEICO Corporation
Also mentioned · 2
These funds discuss HEICO Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedHL Global Developed Markets EquityMay 2026
Named in a table in HL Global Developed Markets Equity’s letter.
Read the letterHEICO Corporation - MentionedHL Global EquityMay 2026
Named in a table in HL Global Equity’s letter.
Read the letterHEICO Corporation
Fund coverage · 6 theses
- 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 - 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 - 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 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 - 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 Mid Cap Focus FundDecember 2024
Heico is a leading manufacturer of FAA-approved jet engine and aircraft component replacement parts
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