Silver Heights Capital Management as of March 31, 2024
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 5 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications (IRDM) | 36.0 | $91M | 3.5M | 26.16 | |
| Heico Corp Cl A (HEI.A) | 25.3 | $64M | 415k | 153.94 | |
| CarMax (KMX) | 15.8 | $40M | 460k | 87.11 | |
| Stericycle (SRCL) | 14.3 | $36M | 684k | 52.75 | |
| Polaris Industries (PII) | 8.7 | $22M | 220k | 100.12 |
