Silver Heights Capital Management as of Sept. 30, 2020
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 6 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications Common (IRDM) | 29.4 | $63M | 2.5M | 25.58 | |
| Heico Corp Cl A (HEI.A) | 21.1 | $45M | 509k | 88.66 | |
| Carmax Common (KMX) | 19.4 | $42M | 453k | 91.91 | |
| Stericycle Common (SRCL) | 16.0 | $34M | 544k | 63.06 | |
| Polaris Common (PII) | 14.1 | $30M | 319k | 94.34 | |
| Berkshire Hathaway Cl B New (BRK.B) | 0.0 | $999.999700 | 7.00 | 142.86 |
