Silver Heights Capital Management as of June 30, 2024
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 5 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications (IRDM) | 42.0 | $99M | 3.7M | 26.62 | |
| Heico Corp Cl A (HEI.A) | 23.7 | $56M | 316k | 177.52 | |
| CarMax (KMX) | 17.6 | $42M | 569k | 73.34 | |
| Stericycle (SRCL) | 9.8 | $23M | 398k | 58.13 | |
| Polaris Industries (PII) | 7.0 | $17M | 211k | 78.31 |
