$130 Million is the total value of Silver Heights Capital Management Inc's 7 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HEIA | Buy | Heico Corp Newcl a | $34,550,000 | +7.3% | 556,813 | +29.7% | 26.66% | +3.4% |
| IRDM | Sell | Iridium Communications Inc | $31,801,000 | -5.0% | 2,877,950 | -17.0% | 24.54% | -8.4% |
| SRCL | Buy | Stericycle Inc | $22,329,000 | -2.9% | 292,565 | +5.4% | 17.23% | -6.5% |
| KMX | Buy | Carmax Inc. | $19,407,000 | +19.0% | 307,750 | +11.7% | 14.98% | +14.7% |
| BBY | Sell | Best Buy Inc. | $13,897,000 | +16.6% | 242,400 | -0.0% | 10.72% | +12.4% |
| SU | Suncor Energy Inc New | $7,597,000 | -4.8% | 260,303 | 0.0% | 5.86% | -8.2% | |
| 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 2017-08-10
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.