Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
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 188,979 2.78 Add 16.10% 0.39 $202.61–279.66 · VW $239.82i $39,891,577 SEC
2025   Q4 162,779 2.44 $252.43 $41,090,303 SEC
2025   Q3 162,779 2.25 Reduce 0.07% <0.01 $236.99–264.71 · VW $251.62i $41,360,516 SEC
2025   Q2 162,900 2.27 $258.75 $42,150,375 SEC
2025   Q1 162,900 1.83 $210.97 $34,367,013 SEC
2024   Q4 162,900 1.57 $186.08 $30,312,432 SEC
2024   Q3 162,900 1.64 $203.76 $33,192,504 SEC
2024   Q2 162,900 1.53 Reduce 11.13% 0.16 $150.25–182.10 · VW $171.60i $28,918,008 SEC
2024   Q1 183,300 1.43 $153.94 $28,217,202 SEC
2023   Q4 183,300 1.38 $142.44 $26,109,252 SEC
2023   Q3 183,300 1.31 Add 0.11% <0.01 $125.80–144.25 · VW $134.74i $23,686,026 SEC
2023   Q2 183,100 1.38 Reduce 0.22% <0.01 $121.43–143.43 · VW $131.94i $25,743,860 SEC
2023   Q1 183,500 1.45 $135.90 $24,937,650 SEC
2022   Q4 183,500 1.26 $119.85 $21,992,475 SEC
2022   Q3 183,500 1.25 $114.62 $21,033,000 SEC
2022   Q2 183,500 1.02 Add 4.56% 0.04 $102.33–131.04 · VW $114.28i $19,337,000 SEC
2022   Q1 175,500 1.00 $126.83 $22,259,000 SEC
2021   Q4 175,500 0.91 $128.52 $22,555,000 SEC
2021   Q3 175,500 0.88 $118.43 $20,784,000 SEC
2021   Q2 175,500 0.93 $124.18 $21,794,000 SEC
2021   Q1 175,500 0.89 $113.60 $19,937,000 SEC
2020   Q4 175,500 0.88 $117.06 $20,544,000 SEC
2020   Q3 175,500 0.74 $88.66 $15,560,000 SEC
2020   Q2 175,500 0.71 Add 10.55% 0.07 $59.66–101.78 · VW $78.89i $14,258,000 SEC
2020   Q1 158,750 0.54 Buy 0.54 $51.78–104.27 · VW $80.89i $10,144,000 SEC
Price snapshot:
Current price$249.30
Avg. buy price$87.29
+/- since buy185.61%
52-week low$199.25
52-week high$279.52