Silver Heights Capital Management Inc - Q4 2022 holdings

$268 Million is the total value of Silver Heights Capital Management Inc's 5 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .

 Value Shares↓ Weighting
IRDM SellIridium Communications Inc.$125,004,954
+13.9%
2,432,003
-1.7%
46.56%
+5.4%
HEIA SellHeico Corp newcl a$49,842,139
+2.9%
415,871
-1.6%
18.56%
-4.8%
SRCL SellStericycle Inc.$33,955,034
+16.6%
680,598
-1.6%
12.65%
+7.9%
PII SellPolaris Inc.$31,866,510
+3.9%
315,510
-1.6%
11.87%
-3.8%
KMX SellCarmax Inc$27,817,170
-8.9%
456,843
-1.3%
10.36%
-15.7%
Original filings

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

  • View 13F-HR filed 2023-02-14
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.

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