Silver Heights Capital Management Inc - Q3 2020 holdings

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$214 Million is the total value of Silver Heights Capital Management Inc's 6 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 14.3% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
IRDM SellIridium Communications Inc.$62,838,000
+0.5%
2,456,533
-0.0%
29.37%
-3.4%
HEIA SellHeico Corp newcl a$45,151,000
+8.3%
509,258
-0.7%
21.10%
+4.1%
KMX SellCarmax Inc$41,599,000
+1.5%
452,604
-1.1%
19.44%
-2.5%
SRCL SellStericycle Inc.$34,287,000
+11.6%
543,725
-0.9%
16.03%
+7.2%
PII SellPolaris Inc.$30,069,000
+1.4%
318,735
-0.6%
14.06%
-2.6%
BRKB  Berkshire Hathaway Inccl b new$1,0000.0%70.0%0.00%–
SU ExitSuncor Energy Inc New$0–-100
-100.0%
-0.00%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-11-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Iridium Communications Inc.28Q3 202350.0%
Heico Corp New28Q3 202335.4%
Carmax Inc.28Q3 202320.9%
Stericycle Inc.28Q3 202320.2%
Berkshire Hathaway Inc. DEL17Q1 20210.0%
Suncor Energy Inc New15Q2 20208.4%
Polaris Inc.14Q3 202315.0%
Best Buy Inc.4Q3 201710.7%
Berkshire Hathaway Inc1Q4 20200.0%

View Silver Heights Capital Management Inc's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-13
13F-HR2023-11-14
13F-HR2023-08-11
13F-HR2023-05-12
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-11
13F-HR2022-05-13
13F-HR2022-02-14
13F-HR2021-11-10

View Silver Heights Capital Management Inc's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (213946000.0 != 213945000.0)

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