Silver Heights Capital Management as of March 31, 2022
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 5 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications Common (IRDM) | 39.3 | $100M | 2.5M | 40.32 | |
| Heico Corp Cl A (HEI.A) | 20.9 | $53M | 419k | 126.83 | |
| Carmax Common (KMX) | 14.0 | $36M | 369k | 96.48 | |
| Polaris Common (PII) | 13.2 | $34M | 319k | 105.32 | |
| Stericycle Common (SRCL) | 12.7 | $32M | 549k | 58.92 |
