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, SU, and represent 100.00% of Silver Heights Capital Management's stock portfolio.
  • Added to shares of these 2 stocks: KMX (+$5.39M), SRCL.
  • Reduced shares in these 3 stocks: HEI.A (-$6.98M), SU (-$6.44M), IRDM.
  • Silver Heights Capital Management was a net seller of stock by $10.63M.
  • Silver Heights Capital Management has $137.81M in assets under management (AUM), dropping by -29.35%.

Portfolio Holdings for Silver Heights Capital Management

Companies in the Silver Heights Capital Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Iridium Communications (IRDM) 37.61 2.32M -7% 22.33
HEICO Corporation (HEI.A) 24.09 519.44k -17% 63.90
Stericycle (SRCL) 20.20 573.04k +5% 48.58
CarMax (KMX) 18.10 463.37k +27% 53.83
Suncor Energy (SU) 0.00 100 -99% 20.00
Berkshire Hathaway (BRK.B) 0.00 7 142.86

Past Filings by Silver Heights Capital Management

View past SEC 13F filings by Silver Heights Capital Management

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