$198 Million is the total value of Silver Heights Capital Management Inc's 6 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IRDM | Sell | Iridium Communications Inc. | $78,621,000 | +38.6% | 2,973,545 | -3.3% | 39.73% | +4.8% |
| HEIA | Sell | Heico Corp newcl a | $55,230,000 | +31.8% | 657,030 | -1.2% | 27.91% | -0.3% |
| SRCL | Sell | Stericycle Inc. | $28,761,000 | +47.8% | 528,495 | -0.3% | 14.53% | +11.7% |
| KMX | Sell | Carmax Inc | $25,168,000 | +10.1% | 360,570 | -1.1% | 12.72% | -16.8% |
| SU | Buy | Suncor Energy Inc New | $10,126,000 | +16.9% | 312,460 | +0.8% | 5.12% | -11.6% |
| 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 2019-05-09
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.