# HEICO Ord (HEI, HEI.A): value investors who own it

4 value investors held HEICO Ord in their Q3 2026 13F, led by Giverny Capital, Weitz Investment Management, Vulcan Value Partners, Markel Group.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Giverny Capital | 6.4% | $190m | Trimmed -0.4% | 40 |
| Weitz Investment Management | 3.6% | $52.7m | Added +8.2% | 26 |
| Vulcan Value Partners | 1.2% | $39.6m | Trimmed -14% | 24 |
| Markel Group | 0.8% | $97.9m | Unchanged | 41 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-08 | MENDELSON VICTOR H | Co-COB and Co-CEO | Bought | 795 | $175k |
| 2026-10-08 | Neitzel Julie | Director | Bought | 592 | $175k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Weitz Partners Value Fund | Weitz Investment Management | 8.3% | $41.2m | 2026-06-30 |
| Vulcan Value Partners Fund | Vulcan Value Partners | 2.4% | $5.4m | 2026-07-31 |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 1.3% | $8.4m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/hei-a). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.