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What smart money is saying about HEICO CorporationUnited States flag

HEI · Industrials · Aerospace & Defense · Market cap $43.36B

6 funds in our archive have pitched HEICO Corporation — most recently Ironvine Capital Partners in December 2025.

Company profile

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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Summarize with Warren AI
4
Reported positions
0
Bought
0
Sold
12
Letters

Position history

Between Q4 2024 and Q3 2026, 4 fund letters reported a position in HEICO Corporation, with no move described.

Fund letters reporting a position in HEICO Corporation, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000
Q2 20263000
Q4 20250002
Q1 20250003
Q4 20240001

Fund activity · 4 positions

  • HoldsREQ
    July 2026
    The other dominant theme was a booming aerospace market, which lifted both HEICO and Diploma.
    Read the letterHEICO Corporation
  • HoldsAve Maria Funds
    June 2026

    Listed in Ave Maria Funds’s reported holdings.

    Read the letterHEICO Corporation
  • HoldsHarding Loevner Global Equity
    June 2026

    Listed in Harding Loevner Global Equity’s reported holdings.

    Read the letterHEICO Corporation
  • HoldsHL Global Equity ADR
    May 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 Equity
    May 2026

    Named in a table in HL Global Developed Markets Equity’s letter.

    Read the letterHEICO Corporation
  • MentionedHL Global Equity
    May 2026

    Named in a table in HL Global Equity’s letter.

    Read the letterHEICO Corporation

Fund coverage · 6 theses

  • Ironvine Capital Partners
    December 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 Capital
    December 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 Capital
    March 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 Fund
    March 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 Capital
    March 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 Fund
    December 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 Corporation

Unlock all 6 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

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