13F HOLDINGS REPORT
Silver Heights Capital Management Inc
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001705712-23-000005
Total Value
$301.0M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Iridium Communications Inc. | IRDM | 2,430,243 | $150.5M | 50.01% |
| 2 | Heico Corp new | HEI-A | 414,991 | $56.4M | 18.74% |
| 3 | Polaris Inc. | PII | 315,309 | $34.9M | 11.59% |
| 4 | Stericycle Inc. | 858912108 | 681,856 | $29.7M | 9.88% |
| 5 | Carmax Inc | KMX | 457,882 | $29.4M | 9.78% |