$125 Million is the total value of Silver Heights Capital Management Inc's 7 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IRDM | Buy | Iridium Communications Inc | $33,462,000 | +2.9% | 3,467,550 | +2.3% | 26.80% | -2.3% |
| HEIA | Buy | Heico Corp Newcl a | $32,188,000 | +12.0% | 429,170 | +1.4% | 25.78% | +6.4% |
| SRCL | Buy | Stericycle Inc | $23,003,000 | +10.2% | 277,515 | +2.4% | 18.42% | +4.7% |
| KMX | Carmax Inc. | $16,309,000 | -8.0% | 275,400 | 0.0% | 13.06% | -12.6% | |
| BBY | Best Buy Inc. | $11,916,000 | +15.2% | 242,450 | 0.0% | 9.54% | +9.4% | |
| SU | Buy | Suncor Energy Inc New | $7,979,000 | -5.1% | 260,303 | +1.2% | 6.39% | -9.9% |
| BRKB | Berkshire Hathaway Inc. DELcl b new | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% |
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.