13F HOLDINGS REPORT
Silver Heights Capital Management Inc
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001705712-23-000009
Total Value
$250.7M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Iridium Communications Inc. | IRDM | 2,441,719 | $111.1M | 44.30% |
| 2 | Heico Corp new | HEI-A | 414,218 | $53.5M | 21.35% |
| 3 | Carmax Inc | KMX | 459,120 | $32.5M | 12.95% |
| 4 | Stericycle Inc. | 858912108 | 688,396 | $30.8M | 12.28% |
| 5 | Polaris Inc. | PII | 219,693 | $22.9M | 9.12% |