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Disclosery

Baron Capital: HEI-A position timeline

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

Baron Capital held 562,662 HEI-A 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 562,662 shares
    Change vs previous 13F +143,255 shares

    0.22% of the 13F portfolio, value $145,116,156.

    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 419,407 shares
    Change vs previous 13F -14,935 shares

    0.27% of the 13F portfolio, value $88,532,624.

    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 434,342 shares
    Change vs previous 13F +9,613 shares

    0.3% of the 13F portfolio, value $109,640,951.

    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 424,729 shares
    Change vs previous 13F +32,737 shares

    0.29% of the 13F portfolio, value $107,919,392.

    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 391,992 shares
    Change vs previous 13F +45,293 shares

    0.27% of the 13F portfolio, value $101,427,930.

    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 346,699 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $73,143,088.

    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 346,699 shares
    Change vs previous 13F +168 shares

    0.17% of the 13F portfolio, value $64,513,750.

    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 346,531 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $70,609,157.

    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).