13F HOLDINGS REPORT
Silver Heights Capital Management Inc
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001705712-23-000002
Total Value
$268.5M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Iridium Communications Inc. | IRDM | 2,432,003 | $125.0M | 46.56% |
| 2 | Heico Corp new | HEI-A | 415,871 | $49.8M | 18.56% |
| 3 | Stericycle Inc. | 858912108 | 680,598 | $34.0M | 12.65% |
| 4 | Polaris Inc. | PII | 315,510 | $31.9M | 11.87% |
| 5 | Carmax Inc | KMX | 456,843 | $27.8M | 10.36% |