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Ironvine Capital Partners's investment thesis on HEICO Corporation ($HEI) — Q4 2025 | Buyside Digest

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$HEINYSEHEICO Corporation

BULL

Ironvine Capital Partners—HEI

Fund Letter

Q4 2025

Published January 27, 2026

View Fund Profile

$363.29USD

+11.6% vs last month

$330.91Pitched

+9.8% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Ironvine Capital Partners' letter reviews a historic year for its portfolio holdings in 2025, driven by structural growth in AI infrastructure, payment systems, and credit rating services. The firm notes...

— The Ironvine Investment Team

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What other investors think about $HEI, and what else Ironvine Capital Partners 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 →