Silver Heights Capital Management Inc - Q1 2023 holdings

$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 SellIridium Communications Inc.$150,504,949
+20.4%
2,430,243
-0.1%
50.01%
+7.4%
HEIA SellHeico Corp newcl a$56,397,277
+13.2%
414,991
-0.2%
18.74%
+0.9%
PII SellPolaris Inc.$34,882,635
+9.5%
315,309
-0.1%
11.59%
-2.3%
SRCL BuyStericycle Inc.$29,735,740
-12.4%
681,856
+0.2%
9.88%
-21.9%
KMX BuyCarmax 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
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-HR2024-05-14
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

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

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