Silver Heights Capital Management as of Dec. 31, 2021
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 5 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications Common (IRDM) | 37.4 | $100M | 2.4M | 41.29 | |
| Heico Corp Cl A (HEI.A) | 20.0 | $54M | 417k | 128.52 | |
| Carmax Common (KMX) | 17.6 | $47M | 363k | 130.23 | |
| Polaris Common (PII) | 13.0 | $35M | 316k | 109.91 | |
| Stericycle Common (SRCL) | 12.1 | $32M | 543k | 59.64 |
