LANDSCAPE CAPITAL MANAGEMENT, L.L.C. HEI/A — HEICO CORP NEW

Ownership history in LANDSCAPE CAPITAL MANAGEMENT, L.L.C.  ·  44 quarters on record

AI Ownership Summary

LANDSCAPE CAPITAL MANAGEMENT, L.L.C. reported HEICO CORP NEW (HEI/A) in 44 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.25% in 2024 Q3. The latest visible filing shows HEI/A at 1.57% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

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 LANDSCAPE CAPITAL MANAGEMENT, L.L.C.'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 Q1

HEI/A was reported at 1.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.25% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. fund profile LANDSCAPE CAPITAL MANAGEMENT, L.L.C. full holdings
How LANDSCAPE CAPITAL MANAGEMENT, L.L.C. held HEI/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 117,128 -2,114 -1.8% 1.57% $24.7M 2026-05-12 $211.55
2025 Q4 ADDED — — — 119,242 +10,931 +10.1% 2.02% $30.1M 2026-02-13 $252.91
2025 Q3 UNCHANGED — — — 108,311 — 0% 1.75% $27.5M 2025-11-13 $247.84
2025 Q2 REDUCED — — — 108,311 -138 -0.1% 2.20% $28.0M 2025-08-12 $246.66
2025 Q1 UNCHANGED — — — 108,449 — 0% 2.04% $22.9M 2025-05-14 $213.17
2024 Q4 UNCHANGED — — — 108,449 — 0% 2.14% $20.2M 2025-02-12 $182.87
2024 Q3 UNCHANGED — — — 108,449 — 0% 2.25% $22.1M 2024-11-08 $202.38
2024 Q2 UNCHANGED — — — 108,449 — 0% 1.62% $19.3M 2024-08-12 $183.07
2024 Q1 UNCHANGED — — — 108,449 — 0% 1.46% $16.7M 2024-05-09 $169.63
2023 Q4 UNCHANGED — — — 108,449 — 0% 1.38% $15.4M 2024-02-05 $145.30
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HEI/A

As of 2026 Q1 — sorted by position size

Silver Heights Capital Management Inc 3Y 7Y 16.17% Advaya LLP 13.88% Immersion Capital LLP 3Y 7Y 11.73% Lansing Management LP 3Y 7Y 11.22% Applied Fundamental Research, LLC 3Y 11.12% Visualize Group LP 10.67% RIHO Partners, LLC 8.45% Maren Capital LLC 8.37% Zeno Equity Partners LLP 8.31% Port Capital LLC 3Y 7Y 7.75%

FAQ About LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 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 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. reported owning HEI/A?

LANDSCAPE CAPITAL MANAGEMENT, L.L.C. reported HEI/A across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HEI/A position in LANDSCAPE CAPITAL MANAGEMENT, L.L.C.'s portfolio?

The largest reported portfolio weight for HEI/A was 2.25% in 2024 Q3.

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

The most recent filing on this page is 2026 Q1, when LANDSCAPE CAPITAL MANAGEMENT, L.L.C. reported 117,128 shares, equal to 1.57% of portfolio, with an estimated market value of $24.7M.

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

The chart compares LANDSCAPE CAPITAL MANAGEMENT, L.L.C.'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 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. time their HEI/A position?

Based on 13F filing dates vs. subsequent HEI/A price moves, LANDSCAPE CAPITAL MANAGEMENT, L.L.C. correctly timed 18 out of 33 reported position changes (55%). The annualised alpha on HEI/A relative to SPY over the holding period was +9.4%.

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