Silver Heights Capital Management as of Sept. 30, 2018
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 6 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications (IRDM) | 38.7 | $69M | 3.0M | 22.50 | |
| HEICO Corporation (HEI.A) | 28.1 | $50M | 658k | 75.50 | |
| CarMax (KMX) | 13.7 | $24M | 325k | 74.67 | |
| Stericycle (SRCL) | 12.9 | $23M | 389k | 58.68 | |
| Suncor Energy (SU) | 6.5 | $12M | 300k | 38.67 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $1.0k | 7.00 | 142.86 |
