$119 Million is the total value of Silver Heights Capital Management Inc's 7 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IRDM | New | Iridium Communications Inc | $32,532,000 | – | 3,388,750 | +100.0% | 27.42% | – |
| HEIA | New | Heico Corp Newcl a | $28,730,000 | – | 423,120 | +100.0% | 24.22% | – |
| SRCL | New | Stericycle Inc | $20,880,000 | – | 271,025 | +100.0% | 17.60% | – |
| KMX | New | Carmax Inc. | $17,733,000 | – | 275,400 | +100.0% | 14.95% | – |
| BBY | New | Best Buy Inc. | $10,345,000 | – | 242,450 | +100.0% | 8.72% | – |
| SU | New | Suncor Energy Inc New | $8,411,000 | – | 257,245 | +100.0% | 7.09% | – |
| BRKB | New | Berkshire Hathaway Inc. DELcl b new | $1,000 | – | 7 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Iridium Communications Inc. | 28 | Q3 2023 | 50.0% |
| Heico Corp New | 28 | Q3 2023 | 35.4% |
| Carmax Inc. | 28 | Q3 2023 | 20.9% |
| Stericycle Inc. | 28 | Q3 2023 | 20.2% |
| Berkshire Hathaway Inc. DEL | 17 | Q1 2021 | 0.0% |
| Suncor Energy Inc New | 15 | Q2 2020 | 8.4% |
| Polaris Inc. | 14 | Q3 2023 | 15.0% |
| Best Buy Inc. | 4 | Q3 2017 | 10.7% |
| Berkshire Hathaway Inc | 1 | Q4 2020 | 0.0% |
View Silver Heights Capital Management Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-10 |
View Silver Heights Capital Management Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.