13F HOLDINGS REPORT
Silver Heights Capital Management Inc
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001705712-24-000005
Total Value
$253.2M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Iridium Communications Inc. | IRDM | 3,481,487 | $91.1M | 35.97% |
| 2 | Heico Corp new | HEI-A | 415,449 | $64.0M | 25.26% |
| 3 | Carmax Inc | KMX | 460,130 | $40.1M | 15.83% |
| 4 | Stericycle Inc. | 858912108 | 684,262 | $36.1M | 14.25% |
| 5 | Polaris Inc. | PII | 219,831 | $22.0M | 8.69% |