$284 Million is the total value of Silver Heights Capital Management Inc's 6 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IRDM | Sell | Iridium Communications Inc. | $99,105,000 | +3.0% | 2,402,543 | -1.8% | 34.92% | -3.4% |
| KMX | Sell | Carmax Inc | $59,274,000 | +38.7% | 446,811 | -1.2% | 20.89% | +30.2% |
| HEIA | Sell | Heico Corp newcl a | $46,983,000 | -20.8% | 413,585 | -18.4% | 16.56% | -25.7% |
| PII | Sell | Polaris Inc. | $42,081,000 | +38.5% | 315,210 | -1.1% | 14.83% | +30.0% |
| SRCL | Sell | Stericycle Inc. | $36,317,000 | -3.4% | 537,952 | -0.8% | 12.80% | -9.3% |
| BRKB | New | Berkshire Hathaway Inccl b new | $2,000 | – | 7 | +100.0% | 0.00% | – |
| Exit | Berkshire Hathaway Inccl b new | $0 | – | -7 | -100.0% | -0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
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.