Silver Heights Capital Management as of Sept. 30, 2019
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 6 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications (IRDM) | 32.6 | $64M | 3.0M | 21.28 | |
| HEICO Corporation (HEI.A) | 32.2 | $64M | 654k | 97.31 | |
| CarMax (KMX) | 16.1 | $32M | 363k | 88.00 | |
| Stericycle (SRCL) | 13.9 | $28M | 540k | 50.93 | |
| Suncor Energy (SU) | 5.1 | $10M | 320k | 31.55 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $1.0k | 7.00 | 142.86 |
