Back to HEI-A
Crown Oak Advisors, LLC → HEI-A
Crown Oak Advisors, LLC HEI-A Position History
HEICO Corporation
Quarters held
5
Latest value
$20.1M
Q3 2026
Peak value
$22.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17M |
| Q4 2025 | $16.5M |
| Q1 2026 | $13.8M |
| Q2 2026 | $22.6M |
| Q3 2026 | $20.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.1M | 88.1K | — | — |
| Q2 2026 | $22.6M | 87.6K | — | — |
| Q1 2026 | $13.8M | 65.5K | — | — |
| Q4 2025 | $16.5M | 65.5K | — | — |
| Q3 2025 | $17M | 65.5K | — | — |
Other funds holding HEI-A
$1.3B
$1.2B
$1.1B
$994.1M
$597.3M
$597.3M
$503.1M
$479.2M