13F HOLDINGS REPORT
Silver Heights Capital Management Inc
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001705712-23-000007
Total Value
$317.4M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Iridium Communications Inc. | IRDM | 2,428,324 | $150.8M | 47.52% |
| 2 | Heico Corp new | HEI-A | 414,648 | $58.3M | 18.37% |
| 3 | Carmax Inc | KMX | 458,938 | $38.4M | 12.10% |
| 4 | Polaris Inc. | PII | 315,452 | $38.1M | 12.02% |
| 5 | Stericycle Inc. | 858912108 | 683,126 | $31.7M | 9.99% |