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 CL A (HEI.A)
← All HEI.A superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 2,171 0.43 $252.43 $548,026 SEC
2025   Q3 2,171 0.28 $254.09 $551,629 SEC
2025   Q2 2,171 0.17 $258.75 $561,746 SEC
2025   Q1 2,171 0.15 Reduce 51.51% 0.07 $174.82–216.85 · VW $199.55i $458,016 SEC
2024   Q4 4,477 0.13 $186.08 $833,080 SEC
2024   Q3 4,477 0.12 Reduce 3.55% <0.01 $171.42–209.50 · VW $192.20i $912,234 SEC
2024   Q2 4,642 0.11 Reduce 0.68% <0.01 $150.25–182.10 · VW $171.60i $824,048 SEC
2024   Q1 4,674 0.09 Add 10.05% <0.01 $132.96–162.20 · VW $146.77i $719,516 SEC
2023   Q4 4,247 0.08 $142.44 $604,943 SEC
2023   Q3 4,247 0.07 $129.22 $548,797 SEC
2023   Q2 4,247 0.08 Add 1.19% <0.01 $121.43–143.43 · VW $131.94i $597,128 SEC
2023   Q1 4,197 0.07 Reduce 92.15% 0.86 $116.15–140.60 · VW $131.91i $570,372 SEC
2022   Q4 53,437 0.93 Add 0.66% <0.01 $109.45–129.57 · VW $122.73i $6,404,424 SEC
2022   Q3 53,087 1.01 Add 55.27% 0.36 $102.80–134.68 · VW $120.98i $6,085,000 SEC
2022   Q2 34,191 0.81 $105.38 $3,603,000 SEC
2022   Q1 34,191 1.01 $126.82 $4,336,000 SEC
2021   Q4 34,191 0.80 $128.51 $4,394,000 SEC
2021   Q3 34,191 0.86 $118.42 $4,049,000 SEC
2021   Q2 34,191 0.84 $124.18 $4,246,000 SEC
2021   Q1 34,191 0.82 $113.60 $3,884,000 SEC
2020   Q4 34,191 0.92 $117.05 $4,002,000 SEC
2020   Q3 34,191 0.84 $88.65 $3,031,000 SEC
2020   Q2 34,191 0.86 $81.25 $2,778,000 SEC
2020   Q1 34,191 0.61 Buy 0.61 $51.78–104.27 · VW $80.89i $2,185,000 SEC
Price snapshot:
Current price$249.30
Avg. buy price$89.39
+/- since buy178.90%
52-week low$199.25
52-week high$279.52