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, SRCL, KMX, Suncor Energy Inc New, and represent 100.00% of Silver Heights Capital Management's stock portfolio.
  • Added to shares of these 3 stocks: SRCL, Suncor Energy Inc New, KMX.
  • Reduced shares in these 2 stocks: IRDM (-$13.04M), HEI.A.
  • Silver Heights Capital Management was a net seller of stock by $14.81M.
  • Silver Heights Capital Management has $195.05M in assets under management (AUM), dropping by -1.26%.

Companies in the Silver Heights Capital Management portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Iridium Communications (IRDM) 31.55 2.50M -17% 24.64
HEICO Corporation (HEI.A) 28.86 628678 -3% 89.53
Stericycle (SRCL) 17.84 545370 63.81
CarMax (KMX) 16.33 363250 87.67
Suncor Energy Inc New 5.42 321980 32.82
Berkshire Hathaway (BRK.B) 0.00 7 285.71

Past 13F-HR SEC Filings by Silver Heights Capital Management

View All Filings