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Disclosery

Baron Capital: HEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Capital on HEI, newest first. How the timeline and the estimate are built.

Baron Capital held 218,976 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,976 shares
    Change vs previous 13F +51,000 shares

    0.12% of the 13F portfolio, value $77,997,061.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 167,976 shares
    Change vs previous 13F -9,657 shares

    0.14% of the 13F portfolio, value $46,059,019.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 177,633 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $57,480,262.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 177,633 shares
    Change vs previous 13F +15,200 shares

    0.15% of the 13F portfolio, value $57,343,485.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 162,433 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $53,278,024.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 162,433 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $43,400,473.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 162,433 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $38,616,821.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 162,433 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $42,472,981.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).