Silver Heights Capital Management as of March 31, 2018
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 6 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
HEICO Corporation (HEI.A) | 35.4 | $47M | 664k | 70.95 | |
Iridium Communications (IRDM) | 25.5 | $34M | 3.0M | 11.25 | |
Stericycle (SRCL) | 16.6 | $22M | 378k | 58.53 | |
CarMax (KMX) | 14.8 | $20M | 320k | 61.94 | |
Suncor Energy (SU) | 7.7 | $10M | 297k | 34.48 | |
Berkshire Hathaway (BRK.B) | 0.0 | $1.0k | 7.00 | 142.86 |