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Canopy Investors's investment thesis on HEICO Corporation ($HEI) — Q2 2025 | Buyside Digest

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$HEINYSEHEICO Corporation

BULL

Canopy Investors—HEI

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$363.29USD

+11.6% vs last month

$324.67Pitched

+11.9% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Canopy Global Small & Mid Cap Fund completed its first full fiscal year (ending 30 June 2025), delivering a 10.3% gross (9.4% net) return, underperforming its benchmark by 11.3%. This relative underperformance...

— Kris Webster, Michael Poulsen, and Jack McManus

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What other investors think about $HEI, and what else Canopy Investors is buying.

Other pitches on $HEI

Other investors who've written on HEICO Corporation

SVN Capital FundBULL

Pitched Jan 13, 2026

HEICO is a U.S. aerospace and electronics company operating in the unglamorous world of replacement parts and mission-critical components.

View all $HEI pitches →