Silver Heights Capital Management

Latest statistics and disclosures from Silver Heights Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IRDM, HEI.A, KMX, SRCL, PII, and represent 100.00% of Silver Heights Capital Management's stock portfolio.
  • Added to shares of these 4 stocks: IRDM (+$27M), HEI.A, KMX, PII.
  • Reduced shares in these 1 stock: SRCL.
  • Silver Heights Capital Management was a net buyer of stock by $27M.
  • Silver Heights Capital Management has $253M in assets under management (AUM), dropping by 0.99%.
  • Central Index Key (CIK): 0001705712

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Portfolio Holdings for Silver Heights Capital Management

Silver Heights Capital Management holds 5 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Iridium Communications (IRDM) 36.0 $91M +42% 3.5M 26.16
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Heico Corp Cl A (HEI.A) 25.3 $64M 415k 153.94
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CarMax (KMX) 15.8 $40M 460k 87.11
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Stericycle (SRCL) 14.3 $36M 684k 52.75
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Polaris Industries (PII) 8.7 $22M 220k 100.12
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Past Filings by Silver Heights Capital Management

SEC 13F filings are viewable for Silver Heights Capital Management going back to 2017

View all past filings