Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
Holdings Activity Buys Sells    History
Holding/activity history for  HEICO CL A (HEI.A)
← All HEI.A superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 379,644 0.67 $211.09 $80,139,052 SEC
2025   Q4 379,644 0.76 $252.43 $95,833,535 SEC
2025   Q3 379,644 0.78 $254.09 $96,463,744 SEC
2025   Q2 379,644 0.83 $258.75 $98,232,886 SEC
2025   Q1 379,644 0.71 $210.97 $80,093,494 SEC
2024   Q4 379,644 0.62 $186.08 $70,644,156 SEC
2024   Q3 379,644 0.70 $203.76 $77,356,262 SEC
2024   Q2 379,644 0.66 $177.52 $67,394,402 SEC
2024   Q1 379,644 0.58 $153.94 $58,442,397 SEC
2023   Q4 379,644 0.59 $142.44 $54,076,491 SEC
2023   Q3 379,644 0.59 $129.22 $49,057,597 SEC
2023   Q2 379,644 0.64 Add 2.43% 0.02 $121.43–143.43 · VW $131.94i $53,377,946 SEC
2023   Q1 370,644 0.64 Add 4.51% 0.03 $116.15–140.60 · VW $131.91i $50,370,520 SEC
2022   Q4 354,644 0.57 Add 3.35% 0.02 $109.45–129.57 · VW $122.73i $42,504,084 SEC
2022   Q3 343,144 0.58 $114.62 $39,331,000 SEC
2022   Q2 343,144 0.52 $105.38 $36,162,000 SEC
2022   Q1 343,144 0.52 $126.83 $43,521,000 SEC
2021   Q4 343,144 0.51 $128.52 $44,101,000 SEC
2021   Q3 343,144 0.52 $118.43 $40,638,000 SEC
2021   Q2 343,144 0.54 $124.18 $42,611,000 SEC
2021   Q1 343,144 0.54 $113.60 $38,981,000 SEC
2020   Q4 343,144 0.60 $117.06 $40,169,000 SEC
2020   Q3 343,144 0.52 $88.66 $30,423,000 SEC
2020   Q2 343,144 0.52 $81.24 $27,877,000 SEC
2020   Q1 343,144 0.41 Add 0.44% <0.01 $51.78–104.27 · VW $80.89i $21,927,000 SEC
2019   Q4 341,644 0.43 Add 0.98% <0.01 $89.11–103.93 · VW $95.49i $30,588,000 SEC
2019   Q3 338,344 0.50 Add 3.74% 0.02 $94.55–113.69 · VW $104.46i $32,924,000 SEC
2019   Q2 326,145 0.52 Add 7.23% 0.04 $83.62–104.01 · VW $95.96i $33,713,000 SEC
2019   Q1 304,145 0.43 Add 4.11% 0.02 $58.33–84.08 · VW $75.70i $25,566,000 SEC
2018   Q4 292,145 0.35 Add 0.69% <0.01 $57.84–76.05 · VW $66.41i $18,405,000 SEC
2018   Q3 290,145 0.37 Add 7.01% 0.02 $59.85–78.45 · VW $70.68i $21,906,000 SEC
2018   Q2 271,147 0.31 Add 10.83% 0.03 $54.64–63.20 · VW $59.63i $16,526,000 SEC
2018   Q1 244,648 0.27 Add 13.15% 0.03 $47.80–60.44 · VW $55.45i $13,886,000 SEC
2017   Q4 216,211 0.21 $50.59 $10,939,000 SEC
2017   Q3 216,211 0.21 Add 13.07% 0.02 $40.61–49.44 · VW $46.42i $10,544,000 SEC
2017   Q2 191,211 0.16 Add 38.87% 0.04 $36.40–40.54 · VW $39.19i $7,593,000 SEC
2017   Q1 137,695 0.12 Add 42.42% 0.04 $32.82–38.86 · VW $35.81i $5,287,000 SEC
2016   Q4 96,680 0.08 Add 32.00% 0.02 $29.86–35.97 · VW $32.74i $3,361,000 SEC
2016   Q3 73,242 0.06 Add 837.44% 0.05 $26.15–31.19 · VW $29.56i $2,269,000 SEC
2016   Q2 7,813 0.01 Buy 0.01 $23.30–28.77 · VW $26.76i $215,000 SEC
Price snapshot:
Current price$249.30
Avg. buy price$59.12
+/- since buy321.68%
52-week low$199.25
52-week high$279.52