Silver Heights Capital Management 13F filings and top holdings and stakes

Silver Heights Capital Management as of June 30, 2021

Portfolio Holdings for Silver Heights Capital Management

Silver Heights Capital Management holds 5 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Iridium Communications Common (IRDM)	33.6	$96M	2.4M	39.99
Carmax Common (KMX)	20.1	$58M	447k	129.15
Heico Corp Cl A (HEI.A)	17.9	$51M	414k	124.18
Polaris Common (PII)	15.0	$43M	314k	136.96
Stericycle Common (SRCL)	13.4	$39M	538k	71.55

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