Gobi Capital LLC

SEC CIK: 0001698060
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

HEI.A holding history

Heico Corp in every 13F filed by Gobi Capital LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HEI.A overview All 13F holders of HEI.A Full Q2 2026 holdings

Shares (Q2 2026): 615,183
Value: $158.7M
% of portfolio: 8.1%
Quarters held: 22; Since Q1 2021

Holdings of HEI.A by Gobi Capital LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	615,183	$158.7M	8.1%	+3,700+0.6%	Added	Holders
Q1 2026	611,483	$129.1M	7.5%	−41,200−6.3%	Reduced	Holders
Q4 2025	652,683	$164.8M	8.2%	00.0%	Unchanged	Holders
Q3 2025	652,683	$165.8M	8.1%	00.0%	Unchanged	Holders
Q2 2025	652,683	$168.9M	8.4%	−6,900−1.0%	Reduced	Holders
Q1 2025	659,583	$139.2M	7.9%	+9,200+1.4%	Added	Holders
Q4 2024	650,383	$121.0M	7.1%	−7,500−1.1%	Reduced	Holders
Q3 2024	657,883	$134.1M	7.7%	00.0%	Unchanged	Holders
Q2 2024	657,883	$116.8M	7.4%	+44,795+7.3%	Added	Holders
Q1 2024	613,088	$94.4M	5.9%	+88,383+16.8%	Added	Holders
Q4 2023	524,705	$74.7M	5.4%	00.0%	Unchanged	Holders
Q3 2023	524,705	$67.8M	5.0%	00.0%	Unchanged	Holders
Q2 2023	524,705	$73.8M	4.8%	00.0%	Unchanged	Holders
Q1 2023	524,705	$71.3M	5.1%	+263,154+100.6%	Added	Holders
Q4 2022	261,551	$31.3M	2.7%	−108,446−29.3%	Reduced	Holders
Q3 2022	369,997	$42.4M	3.8%	+35,197+10.5%	Added	Holders
Q2 2022	334,800	$35.3M	2.9%	−569,130−63.0%	Reduced	Holders
Q1 2022	903,930	$114.6M	6.8%	−21,949−2.4%	Reduced	Holders
Q4 2021	925,879	$119.0M	6.1%	−4,000−0.4%	Reduced	Holders
Q3 2021	929,879	$110.1M	5.9%	00.0%	Unchanged	Holders
Q2 2021	929,879	$115.5M	7.0%	+4,100+0.4%	Added	Holders
Q1 2021	925,779	$105.2M	7.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.