Silver Heights Capital Management as of June 30, 2023
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 5 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications (IRDM) | 47.5 | $151M | 2.4M | 62.12 | |
| Heico Corp Cl A (HEI.A) | 18.4 | $58M | 415k | 140.60 | |
| CarMax (KMX) | 12.1 | $38M | 459k | 83.70 | |
| Polaris Industries (PII) | 12.0 | $38M | 316k | 120.93 | |
| Stericycle (SRCL) | 10.0 | $32M | 683k | 46.44 |
