13F HOLDINGS REPORT
Silver Heights Capital Management Inc
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001705712-24-000009
Total Value
$239.1M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Iridium Communications Inc. | IRDM | 3,725,267 | $113.4M | 47.44% |
| 2 | Heico Corp new | HEI-A | 314,908 | $64.2M | 26.84% |
| 3 | Carmax Inc | KMX | 567,441 | $43.9M | 18.36% |
| 4 | Polaris Inc. | PII | 209,048 | $17.4M | 7.28% |
| 5 | Stericycle Inc. | 858912108 | 3,100 | $189,100 | 0.08% |