Silver Heights Capital Management as of June 30, 2022
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 5 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications Common (IRDM) | 40.0 | $94M | 2.5M | 37.56 | |
| Heico Corp Cl A (HEI.A) | 18.9 | $44M | 420k | 105.38 | |
| Carmax Common (KMX) | 14.5 | $34M | 375k | 90.48 | |
| Polaris Common (PII) | 13.6 | $32M | 322k | 99.28 | |
| Stericycle Common (SRCL) | 13.0 | $30M | 692k | 43.85 |
