Letters by company

Heico CORP

2 letters discussing HEI. Everything written about it on this site is on its ticker page.

Fenimore Asset Management Quarterly Investment Commentary Fenimore attributes uneven portfolio results to narrow market leadership, higher rates and sentiment-driven weakness despite durable business fundamentals. The firm sold CBIZ and Baldwin Insurance Group following acquisition announcements, initiated positions including Mobility Global, Houlihan Lokey and UL Solutions, and remained selective as AI infrastructure spending broadened beyond technology. Q3 2026 BN $81BMBGL $5.3BMLM $34B
Fenimore Asset Management Quarterly Investment Commentary Fenimore maintained its quality bias as energy and speculative shares led markets, adding to discounted holdings while refusing to chase the rally. The strategies bought Gildan, Arthur J. Gallagher, Ryan Specialty and S&P Global, sold EOG Resources, and argued that AI fears created selective opportunities in software, brokers and information services. Q1 2026 ADI $197BAJG $58BBR $18B