Silver Heights Capital Management as of June 30, 2019
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 6 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Iridium Communications (IRDM) | 34.4 | $70M | 3.0M | 23.26 | |
HEICO Corporation (HEI.A) | 33.2 | $67M | 651k | 103.37 | |
CarMax (KMX) | 15.3 | $31M | 358k | 86.83 | |
Stericycle (SRCL) | 12.4 | $25M | 527k | 47.75 | |
Suncor Energy (SU) | 4.8 | $9.7M | 311k | 31.19 | |
Berkshire Hathaway (BRK.B) | 0.0 | $1.0k | 7.00 | 142.86 |