Silver Heights Capital Management as of March 31, 2020
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 6 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Iridium Communications (IRDM) | 37.6 | $52M | 2.3M | 22.33 | |
HEICO Corporation (HEI.A) | 24.1 | $33M | 519k | 63.90 | |
Stericycle (SRCL) | 20.2 | $28M | 573k | 48.58 | |
CarMax (KMX) | 18.1 | $25M | 463k | 53.83 | |
Suncor Energy (SU) | 0.0 | $2.0k | 100.00 | 20.00 | |
Berkshire Hathaway (BRK.B) | 0.0 | $999.999700 | 7.00 | 142.86 |