$203 Million is the total value of Silver Heights Capital Management Inc's 6 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IRDM | Buy | Iridium Communications Inc. | $69,740,000 | -11.3% | 2,998,275 | +0.8% | 34.36% | -13.5% |
| HEIA | Sell | Heico Corp newcl a | $67,324,000 | +21.9% | 651,295 | -0.9% | 33.17% | +18.9% |
| KMX | Sell | Carmax Inc | $31,043,000 | +23.3% | 357,520 | -0.8% | 15.30% | +20.3% |
| SRCL | Sell | Stericycle Inc. | $25,145,000 | -12.6% | 526,595 | -0.4% | 12.39% | -14.8% |
| SU | Sell | Suncor Energy Inc New | $9,702,000 | -4.2% | 311,030 | -0.5% | 4.78% | -6.6% |
| BRKB | Berkshire Hathaway Inccl b new | $1,000 | 0.0% | 7 | 0.0% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-31
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.