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Tom Bancroft - Makaira Partners
Period:
Q4 2025
Portfolio date:
31 Dec 2025
No. of stocks:
11
Portfolio value:
$127,897,188
Holdings
Activity
Buys
Sells
History
Holding/activity history for
HEICO Corp. (HEI)
← All HEI superinvestors
Period
Shares
% of Portfolio
Activity
% Change to Portfolio
Price
Value
Filing
2020 Q2
0
0.00
Sell 100.00%
0.31
$92.45–119.56
· VW $107.31
i
SEC
2020 Q1
15,000
0.31
Buy
0.31
$52.01–119.09
· VW $90.62
i
$1,119,000
SEC
Price snapshot:
Current price
$344.11
52-week low
$256.02
52-week high
$369.48
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