HEI-AHEICO CORP NEW

CUSIP: 422806208

Guru Owners

$654.2M

Total Value Held

2.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Warren Buffett	Berkshire Hathaway	1294612	$326.8M	0.12%	$252.43	Q4 2025
Francois Rochon	Giverny Capital	754532	$190.5M	6.35%	$252.43	Q4 2025
Tom Gayner	Markel Group	379644	$95.8M	0.76%	$252.43	Q4 2025
Wallace Weitz	Weitz Investment Management	162779	$41.1M	2.44%	$252.43	Q4 2025

Warren Buffett

$326.8M

0.12%

Francois Rochon

$190.5M

6.35%

Tom Gayner

$95.8M

0.76%

Wallace Weitz

$41.1M

2.44%

📊 Fundamentals

Market Cap$37.1B

P/E Ratio46.1x

Above market avg

Forward P/E54.0x

P/FCF53.7x

EPS (TTM)$5.05

Revenue (TTM)$4.6B

Profit Margin15.38%

Div Yield0.10%

Beta1.02

52-Week Range

$180.36

$279.66

Current: $232.86

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 46.1x trailing earnings → 54.0x forward · 15.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '254 owners · $654.2M

INCREASEDFrancois Rochon$190.5M

Q3 '254 owners · $657.2M

INCREASEDFrancois Rochon$190.4M

REDUCEDWallace Weitz$41.4M

Q2 '254 owners · $669.3M

NEWWarren Buffett$335.0M

INCREASEDFrancois Rochon$193.9M

Q1 '253 owners · $271.0M

INCREASEDFrancois Rochon$156.5M

SOLDWarren Buffett

Q4 '244 owners · $434.3M

INCREASEDFrancois Rochon$138.0M

Q3 '244 owners · $473.8M

INCREASEDWarren Buffett$213.9M

INCREASEDFrancois Rochon$149.4M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

8%analyst est. 8.4%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

14.9%current: 14.9%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data