Signal dossier · Q4 2025

HEI

HEICO Corp · Industrials

HoldLens verdict · single −100..+100 scale

BUY

+25

on a signed +100 buy scale · WEAK BUY

2 tracked managers buying MODERATE signal.

Unified ConvictionScore · −100..+100

Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding

+25

Buy component

+25

Dissent penalty

−0

Unanimity bonus

+10

Quality differential

Info density

Buyers / Sellers

2 / 0

ConvictionScore v5 · 9-layer breakdown

13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.

+25

Smart money (13F)

Insider activity (Form 4)

Track record (CAGR)

Trend streak

Concentration

Contrarian bonus

Event signal (8-K)

− Dissent penalty

−0

− Crowding penalty

−0

Owners: 1·Buyers: 8·Sellers: 2·Buyer-CAGR-weighted expected return: +14.8% ±3.1%·How this is computed

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8-quarter activity

Distinct managers buying or selling HEI each quarter — last 2 years.

1 buy moves·0 sell moves·net buying

'24 Q1

'24 Q2

'24 Q3

'24 Q4

'25 Q1

'25 Q2

'25 Q3

'25 Q4

Buyers (new + add)Sellers (trim + exit)

Ownership breadth · 8 quarters

Breadth flat

+0 owners over 8Q

Q1 '24

Q2 '24

Q3 '24

Q4 '24

Q1 '25

Q2 '25

Q3 '25

Q4 '25

The number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →

Smart money activity

Every tracked 13F move on HEI — grouped by quarter, ranked by manager quality.

Smart money activity

8 buys · 2 sells across tracked 13F filings

Net signal: STRONG BUY

Q4 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Dev KantesariaTier 1 Valley Forge Capital Building HEICO — aerospace aftermarket.	Add 12.00%	+19K	8.40%
Joel GreenblattElite Gotham Asset Management	Add 15.00%	+5K	0.00%

Q3 2025(1 move)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 37.00%	+8K	0.00%

Q2 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Warren BuffettTier 1 Berkshire Hathaway	Add 11.00%	+133K	0.10%
Joel GreenblattElite Gotham Asset Management	Add 48.00%	+8K	0.00%

Q1 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Warren BuffettTier 1 Berkshire Hathaway	Add 11.00%	+112K	0.10%
Joel GreenblattElite Gotham Asset Management	Add 66.00%	+6K	0.00%

Q4 2024(1 move)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Reduce 51.00%	-10K	0.00%

Q2 2024(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Warren BuffettTier 1 Berkshire Hathaway	Buy (new)	+1.04M	0.10%
Joel GreenblattElite Gotham Asset Management	Reduce 18.00%	-4K	0.00%

Insider activity

What the company's own executives and directors are doing — buys are highly bullish.

Latest news

Recent headlines for HEI — context for the moves above.

Who’s betting biggest on HEI

Industrials sector →→ Ranks #14 of 83 tracked bets

Each bar is one manager’s position size in HEI as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.

Dev KantesariaT1

8.4%

“Aerospace aftermarket monopoly.”

AI thesis

An AI-synthesised investment thesis for HEI, based on the 13F data above. Generated on demand — not stored or pre-computed.

AI thesis

Claude Haiku synthesis of BUY positioning from 1 institutional filers

Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the +25 conviction score.

Related smart-money signals

Derived from the same 13F filings

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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.