$143 Million is the total value of Silver Heights Capital Management Inc's 7 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HEIA | Buy | Heico Corp newcl a | $42,553,000 | +23.2% | 558,438 | +0.3% | 29.74% | +11.5% |
| IRDM | Buy | Iridium Communications Inc. | $30,604,000 | -3.8% | 2,971,250 | +3.2% | 21.39% | -12.9% |
| KMX | Buy | Carmax Inc | $23,649,000 | +21.9% | 311,950 | +1.4% | 16.53% | +10.3% |
| SRCL | Buy | Stericycle Inc. | $22,597,000 | +1.2% | 315,515 | +7.8% | 15.79% | -8.4% |
| BBY | Sell | Best Buy Inc | $13,560,000 | -2.4% | 238,060 | -1.8% | 9.48% | -11.6% |
| SU | Buy | Suncor Energy Inc New | $10,132,000 | +33.4% | 289,853 | +11.4% | 7.08% | +20.8% |
| BRKB | Berkshire Hathaway Inccl 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 2017-11-13
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.