Silver Heights Capital Management as of Sept. 30, 2023
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 5 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications (IRDM) | 44.3 | $111M | 2.4M | 45.49 | |
| Heico Corp Cl A (HEI.A) | 21.3 | $54M | 414k | 129.22 | |
| CarMax (KMX) | 13.0 | $33M | 459k | 70.73 | |
| Stericycle (SRCL) | 12.3 | $31M | 688k | 44.71 | |
| Polaris Industries (PII) | 9.1 | $23M | 220k | 104.14 |
