Silver Heights Capital Management as of Sept. 30, 2024
Portfolio Holdings for Silver Heights Capital Management
Silver Heights Capital Management holds 5 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iridium Communications (IRDM) | 47.4 | $113M | 3.7M | 30.45 | |
| Heico Corp Cl A (HEI.A) | 26.8 | $64M | 315k | 203.76 | |
| CarMax (KMX) | 18.4 | $44M | 567k | 77.38 | |
| Polaris Industries (PII) | 7.3 | $17M | 209k | 83.24 | |
| Stericycle (SRCL) | 0.1 | $189k | 3.1k | 61.00 |
