$301 Million is the total value of Silver Heights Capital Management Inc's 5 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IRDM | Sell | Iridium Communications Inc. | $150,504,949 | +20.4% | 2,430,243 | -0.1% | 50.01% | +7.4% |
| HEIA | Sell | Heico Corp newcl a | $56,397,277 | +13.2% | 414,991 | -0.2% | 18.74% | +0.9% |
| PII | Sell | Polaris Inc. | $34,882,635 | +9.5% | 315,309 | -0.1% | 11.59% | -2.3% |
| SRCL | Buy | Stericycle Inc. | $29,735,740 | -12.4% | 681,856 | +0.2% | 9.88% | -21.9% |
| KMX | Buy | Carmax Inc | $29,432,655 | +5.8% | 457,882 | +0.2% | 9.78% | -5.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Iridium Communications Inc. | 26 | Q1 2023 | 50.0% |
| Heico Corp New | 26 | Q1 2023 | 35.4% |
| Carmax Inc. | 26 | Q1 2023 | 20.9% |
| Stericycle Inc. | 26 | Q1 2023 | 20.2% |
| Berkshire Hathaway Inc. DEL | 17 | Q1 2021 | 0.0% |
| Suncor Energy Inc New | 15 | Q2 2020 | 8.4% |
| Polaris Inc. | 12 | Q1 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 | 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 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-13 |
| 13F-HR | 2021-02-11 |
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.