$159 Million is the total value of Silver Heights Capital Management Inc's 6 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
HEIA | Buy | Heico Corp newcl a | $50,522,000 | +7.2% | 828,901 | +24.8% | 31.74% | -10.2% |
IRDM | Sell | Iridium Communications Inc. | $48,616,000 | +43.0% | 3,019,650 | -0.1% | 30.54% | +19.8% |
SRCL | Buy | Stericycle Inc. | $24,699,000 | +11.6% | 378,295 | +0.0% | 15.52% | -6.6% |
KMX | Sell | Carmax Inc | $23,274,000 | +17.6% | 319,385 | -0.0% | 14.62% | -1.5% |
SU | Sell | Suncor Energy Inc New | $12,055,000 | +17.7% | 296,162 | -0.3% | 7.57% | -1.5% |
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 2018-07-30
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.