Silver Heights Capital Management as of Sept. 30, 2021
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 5 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications Common (IRDM) | 34.7 | $95M | 2.4M | 39.85 | |
| Carmax Common (KMX) | 20.6 | $57M | 443k | 127.96 | |
| Heico Corp Cl A (HEI.A) | 17.8 | $49M | 412k | 118.43 | |
| Polaris Common (PII) | 13.6 | $37M | 313k | 119.66 | |
| Stericycle Common (SRCL) | 13.3 | $36M | 535k | 67.97 |
