Silver Heights Capital Management as of Dec. 31, 2022
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 5 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications (IRDM) | 46.6 | $125M | 2.4M | 51.40 | |
| Heico Corp Cl A (HEI.A) | 18.6 | $50M | 416k | 119.85 | |
| Stericycle (SRCL) | 12.6 | $34M | 681k | 49.89 | |
| Polaris Industries (PII) | 11.9 | $32M | 316k | 101.00 | |
| CarMax (KMX) | 10.4 | $28M | 457k | 60.89 |
