Silver Heights Capital Management as of June 30, 2020
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 7 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Iridium Communications Common (IRDM) | 30.4 | $63M | 2.5M | 25.44 | |
Heico Corp Cl A (HEI.A) | 20.3 | $42M | 513k | 81.24 | |
Carmax Common (KMX) | 19.9 | $41M | 458k | 89.55 | |
Stericycle Common (SRCL) | 14.9 | $31M | 549k | 55.98 | |
Polaris Common (PII) | 14.4 | $30M | 321k | 92.55 | |
Suncor Energy Common (SU) | 0.0 | $2.0k | 100.00 | 20.00 | |
Berkshire Hathaway Cl B New (BRK.B) | 0.0 | $999.999700 | 7.00 | 142.86 |