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PYA Waltman Capital, LLC
> HEI.A
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | HEICO CORP | HEI.A | 61,970 | 6,244 | 8,450,238,000 | 877,103,000 | $136,360.14 |
| 03/31/2023 | HEICO CORP | HEI.A | 55,726 | -1,402 | 7,573,135,000 | 726,331,000 | $135,899.49 |
| 12/31/2022 | HEICO CORP | HEI.A | 57,128 | -919 | 6,846,804,000 | 6,840,687,000 | $119,850.23 |
| 06/30/2022 | HEICO CORP | HEI.A | 58,047 | 283 | 6,117,000 | -1,209,000 | $105.38 |
| 03/31/2022 | HEICO CORP | HEI.A | 57,764 | 981 | 7,326,000 | 28,000 | $126.83 |
| 12/31/2021 | HEICO CORP | HEI.A | 56,783 | 137 | 7,298,000 | 589,000 | $128.52 |
| 09/30/2021 | HEICO CORP | HEI.A | 56,646 | 1,421 | 6,709,000 | 435,000 | $118.44 |
| 03/31/2021 | HEICO CORP | HEI.A | 55,225 | 1,739 | 6,274,000 | 13,000 | $113.61 |
| 12/31/2020 | HEICO CORP | HEI.A | 53,486 | -7,598 | 6,261,000 | 845,000 | $117.06 |
| 09/30/2020 | HEICO CORP | HEI.A | 61,084 | 2,553 | 5,416,000 | 661,000 | $88.66 |
| 06/30/2020 | HEICO CORP | HEI.A | 58,531 | 2,423 | 4,755,000 | 1,170,000 | $81.24 |
| 03/31/2020 | HEICO CORP | HEI.A | 56,108 | 4,712 | 3,585,000 | -1,017,000 | $63.89 |
| 12/31/2019 | HEICO CORP | HEI.A | 51,396 | 51,396 | 4,602,000 | 4,602,000 | $89.54 |
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