Silver Heights Capital Management as of March 31, 2023
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 5 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications (IRDM) | 50.0 | $151M | 2.4M | 61.93 | |
| Heico Corp Cl A (HEI.A) | 18.7 | $56M | 415k | 135.90 | |
| Polaris Industries (PII) | 11.6 | $35M | 315k | 110.63 | |
| Stericycle (SRCL) | 9.9 | $30M | 682k | 43.61 | |
| CarMax (KMX) | 9.8 | $29M | 458k | 64.28 |
