Silver Heights Capital Management as of Sept. 30, 2017
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 7 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
HEICO Corporation (HEI.A) | 29.7 | $43M | 558k | 76.20 | |
Iridium Communications (IRDM) | 21.4 | $31M | 3.0M | 10.30 | |
CarMax (KMX) | 16.5 | $24M | 312k | 75.81 | |
Stericycle (SRCL) | 15.8 | $23M | 316k | 71.62 | |
Best Buy (BBY) | 9.5 | $14M | 238k | 56.96 | |
Suncor Energy (SU) | 7.1 | $10M | 290k | 34.96 | |
Berkshire Hathaway (BRK.B) | 0.0 | $1.0k | 7.00 | 142.86 |