Lansing Management LP HEI/A — HEICO CORP NEW

Ownership history in Lansing Management LP  ·  7 quarters on record

AI Ownership Summary

Lansing Management LP reported HEICO CORP NEW (HEI/A) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 14.93% in 2025 Q1. The latest visible filing shows HEI/A at 11.22% 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 Lansing Management LP'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 11.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.93% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 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 Lansing Management LP fund profile Lansing Management LP full holdings
How Lansing Management LP 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 Q1 REDUCED — — — 80,005 -800 -1.0% 11.22% $16.9M 2026-05-15 $211.55
2025 Q4 UNCHANGED — — — 80,805 — 0% 13.55% $20.4M 2026-02-17 $254.25
2025 Q3 REDUCED — — — 80,805 -1,750 -2.1% 14.90% $20.5M 2025-11-14 $244.91
2025 Q2 REDUCED — — — 82,555 -1,750 -2.1% 14.64% $21.4M 2025-08-14 $242.74
2025 Q1 UNCHANGED — — — 84,305 — 0% 14.93% $17.8M 2025-05-15 $217.75
2024 Q4 ADDED — — — 84,305 +13,605 +19.2% 13.82% $15.7M 2025-02-14 $177.51
2024 Q3 INITIATED — — — 70,700 — — 10.31% $14.4M 2024-11-14 $213.68

🏢 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% 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% GOBI CAPITAL LLC 3Y 7Y 7.18%

FAQ About Lansing Management LP 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 Lansing Management LP reported owning HEI/A?

Lansing Management LP reported HEI/A across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported HEI/A position in Lansing Management LP's portfolio?

The largest reported portfolio weight for HEI/A was 14.93% in 2025 Q1.

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

The most recent filing on this page is 2026 Q1, when Lansing Management LP reported 80,005 shares, equal to 11.22% of portfolio, with an estimated market value of $16.9M.

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

The chart compares Lansing Management LP'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 Lansing Management LP time their HEI/A position?

Based on 13F filing dates vs. subsequent HEI/A price moves, Lansing Management LP correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on HEI/A relative to SPY over the holding period was +2.5%.

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