$138 Million is the total value of Silver Heights Capital Management Inc's 6 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IRDM | Sell | Iridium Communications Inc. | $51,832,000 | -15.8% | 2,321,200 | -7.1% | 37.61% | +19.2% |
| HEIA | Sell | Heico Corp newcl a | $33,192,000 | -41.0% | 519,442 | -17.4% | 24.09% | -16.5% |
| SRCL | Buy | Stericycle Inc. | $27,839,000 | -20.0% | 573,045 | +5.1% | 20.20% | +13.2% |
| KMX | Buy | Carmax Inc | $24,943,000 | -21.7% | 463,365 | +27.6% | 18.10% | +10.9% |
| BRKB | Berkshire Hathaway Inccl b new | $1,000 | -50.0% | 7 | 0.0% | 0.00% | 0.0% | |
| SU | Sell | Suncor Energy Inc New | $2,000 | -100.0% | 100 | -100.0% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-11
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.