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Which funds own HEI-A

Heico Corp New in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $98m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 1; at least, of 91 current
Combined value: $98m; as reported
Opened: 0; new this quarter
Added to: 0; already held
Trimmed or sold out: 0; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Markel Group Inc Activist · $13.1bn book	$98m	0.7%	379,644	+$18m0	Held

Ownership through time

At least 8 of the 95 managers whose filings are on file listed HEI-A in Q2 2026, against 1 in Q1 2015. 3 managers fewer than in Q1 2026: 3 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Janus Henderson Group Ltd164,169 to 198,191 shares+$8.8m
Marshall Wace LLP225,361 to 257,959 shares+$8.4m
Millennium Management LLC755,582 to 782,006 shares+$6.8m
Schonfeld Strategic Advisors LLC37,533 to 52,632 shares+$3.9m
Capital Research Global Investors186,503 to 189,604 shares+$800k

Largest decreases, by shares

Fidelity (FMR LLC)5,338,135 to 4,794,908 shares-$140m
Arrowstreet Capital LP758,130 to 753,152 shares-$1.3m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Fidelity (FMR LLC)	Q4 2018	$1.4bn	$1.2bn
Millennium Management LLC	Q2 2019	$202m	$202m
Arrowstreet Capital LP	Q2 2017	$194m	$194m
Markel Group Inc	Q2 2016	$98m	$98m
Marshall Wace LLP	Q1 2018	$67m	$67m
Janus Henderson Group Ltd	Q2 2017	$581m	$51m
Capital Research Global Investors	Q1 2026	$49m	$49m
Schonfeld Strategic Advisors LLC	Q2 2023	$14m	$14m
Invesco Ltd	Q1 2022	$1.7bn	last listed Q2 2025
Berkshire Hathaway Inc	Q2 2024	$335m	last listed Q4 2025
Baillie Gifford & Co	Q2 2017	$205m	last listed Q2 2021
Wellington Management Group LLP	Q4 2015	$198m	last listed Q3 2020
Renaissance Technologies LLC	Q1 2017	$176m	last listed Q1 2026
Capital World Investors	Q4 2024	$80m	last listed Q4 2025
Point72 Asset Management LP	Q1 2023	$31m	last listed Q2 2024
Voloridge Investment Management LLC	Q2 2019	$28m	last listed Q1 2026
Man Group PLC	Q3 2019	$18m	last listed Q4 2019
Hudson Bay Capital Management LP	Q2 2023	$7.7m	last listed Q1 2024

What HEI-A is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around HEI-A →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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