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, PII, SRCL, and represent 100.00% of Silver Heights Capital Management's stock portfolio.
  • Reduced shares in these 5 stocks: SRCL (-$24M), IRDM, HEI.A, PII, KMX.
  • Silver Heights Capital Management was a net seller of stock by $-25M.
  • Silver Heights Capital Management has $239M in assets under management (AUM), dropping by 0.93%.
  • 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 September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Iridium Communications (IRDM) 47.4 $113M 3.7M 30.45
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Heico Corp Cl A (HEI.A) 26.8 $64M 315k 203.76
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CarMax (KMX) 18.4 $44M 567k 77.38
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Polaris Industries (PII) 7.3 $17M 209k 83.24
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Stericycle (SRCL) 0.1 $189k -99% 3.1k 61.00
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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

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