Silver Heights Capital Management as of Sept. 30, 2022
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 5 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications (IRDM) | 44.2 | $110M | 2.5M | 44.37 | |
| Heico Corp Cl A (HEI.A) | 19.5 | $48M | 423k | 114.62 | |
| Polaris Industries (PII) | 12.3 | $31M | 321k | 95.65 | |
| CarMax (KMX) | 12.3 | $31M | 463k | 66.02 | |
| Stericycle (SRCL) | 11.7 | $29M | 692k | 42.11 |
