$206 Million is the total value of Silver Heights Capital Management Inc's 7 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IRDM | Buy | Iridium Communications Inc. | $62,519,000 | +20.6% | 2,457,520 | +5.9% | 30.42% | -19.1% |
| HEIA | Sell | Heico Corp newcl a | $41,672,000 | +25.5% | 512,947 | -1.3% | 20.27% | -15.8% |
| KMX | Sell | Carmax Inc | $40,975,000 | +64.3% | 457,571 | -1.3% | 19.93% | +10.1% |
| SRCL | Sell | Stericycle Inc. | $30,720,000 | +10.3% | 548,770 | -4.2% | 14.94% | -26.0% |
| PII | New | Polaris Inc. | $29,667,000 | – | 320,552 | +100.0% | 14.43% | – |
| SU | Suncor Energy Inc New | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| 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 2020-08-11
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.