$129 Million is the total value of Silver Heights Capital Management Inc's 6 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HEIA | Sell | Heico Corp newcl a | $41,543,000 | -2.4% | 525,530 | -5.9% | 32.21% | +8.3% |
| IRDM | Sell | Iridium Communications Inc. | $35,004,000 | +14.4% | 2,966,450 | -0.2% | 27.14% | +26.9% |
| SRCL | Buy | Stericycle Inc. | $21,654,000 | -4.2% | 318,490 | +0.9% | 16.79% | +6.3% |
| KMX | Sell | Carmax Inc | $19,913,000 | -15.8% | 310,505 | -0.5% | 15.44% | -6.6% |
| SU | Buy | Suncor Energy Inc New | $10,857,000 | +7.2% | 294,492 | +1.6% | 8.42% | +18.9% |
| BRKB | Berkshire Hathaway Inccl b new | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| BBY | Exit | Best Buy Inc | $0 | – | -238,060 | -100.0% | -9.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-08
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.