13F HOLDINGS REPORT
Silver Heights Capital Management Inc
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001705712-24-000007
Total Value
$236.9M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Iridium Communications Inc. | IRDM | 3,734,654 | $99.4M | 41.97% |
| 2 | Heico Corp new | HEI-A | 316,138 | $56.1M | 23.69% |
| 3 | Carmax Inc | KMX | 568,909 | $41.7M | 17.61% |
| 4 | Stericycle Inc. | 858912108 | 397,903 | $23.1M | 9.76% |
| 5 | Polaris Inc. | PII | 210,613 | $16.5M | 6.96% |