CREDIT INDUSTRIEL ET COMMERCIAL HEI/A — HEICO CORP NEW

Ownership history in CREDIT INDUSTRIEL ET COMMERCIAL  ·  7 quarters on record

AI Ownership Summary

CREDIT INDUSTRIEL ET COMMERCIAL reported HEICO CORP NEW (HEI/A) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.88% in 2024 Q4. The latest visible filing shows HEI/A at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HEI/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREDIT INDUSTRIEL ET COMMERCIAL's position in HEICO CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HEI/A was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HEI/A stock page CREDIT INDUSTRIEL ET COMMERCIAL fund profile CREDIT INDUSTRIEL ET COMMERCIAL full holdings
How CREDIT INDUSTRIEL ET COMMERCIAL held HEI/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 30,544 — 0% 0.51% $7.9M 2026-07-24 $211.55
2026 Q1 ADDED — — — 30,544 +13,878 +83.3% 0.50% $6.4M 2026-04-29 $211.55
2025 Q4 UNCHANGED — — — 16,666 — 0% 0.32% $4.2M 2026-02-03 $257.23
2025 Q3 UNCHANGED — — — 16,666 — 0% 0.36% $4.2M 2025-11-07 $251.45
2025 Q2 REDUCED — — — 16,666 -1,755 -9.5% 0.37% $4.3M 2025-07-28 $255.05
2025 Q1 REDUCED — — — 18,421 -15,916 -46.4% 0.41% $3.9M 2025-05-15 $217.75
2024 Q4 INITIATED — — — 34,337 — — 0.88% $6.4M 2025-02-14 $177.51

🏢 Other funds also holding HEI/A

As of 2026 Q2 — sorted by position size

Lansing Management LP 3Y 7Y 12.55% Crown Oak Advisors, LLC 10.53% Local Pensions Partnership Investment Ltd 6.72% Catawba River Capital 3Y 6.16% Hingham Institution for Savings 5.09% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 3.8% Triad Investment Management 3Y 7Y 3.33% GPM Growth Investors, Inc. 3Y 2.56% FENIMORE ASSET MANAGEMENT INC 3Y 7Y 2.31% Kinsale Capital Group, Inc. 3Y 1.76%

FAQ About CREDIT INDUSTRIEL ET COMMERCIAL and HEI/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREDIT INDUSTRIEL ET COMMERCIAL reported owning HEI/A?

CREDIT INDUSTRIEL ET COMMERCIAL reported HEI/A across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported HEI/A position in CREDIT INDUSTRIEL ET COMMERCIAL's portfolio?

The largest reported portfolio weight for HEI/A was 0.88% in 2024 Q4.

What is the latest reported HEI/A position on this page?

The most recent filing on this page is 2026 Q2, when CREDIT INDUSTRIEL ET COMMERCIAL reported 30,544 shares, equal to 0.51% of portfolio, with an estimated market value of $7.9M.

What does the chart on this HEI/A ownership page compare?

The chart compares CREDIT INDUSTRIEL ET COMMERCIAL's quarterly HEI/A portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CREDIT INDUSTRIEL ET COMMERCIAL time their HEI/A position?

Based on 13F filing dates vs. subsequent HEI/A price moves, CREDIT INDUSTRIEL ET COMMERCIAL correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on HEI/A relative to SPY over the holding period was -2.3%.

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