Silver Heights Capital Management Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SH Silver Heights Capital Management Inc | Institutional Filer | ▲ 3.23% | $260.2M | 4 |
Current Portfolio Holdings
Showing all 4 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IRDM | Iridium Communications Inc. | Communication Services | 5.1M | $142.7M | 54.85% |
| 2 | HEIA | Heico Corp new | — | 199K | $42.1M | 16.17% |
| 3 | KMX | CarMax, Inc. | Consumer Cyclical | 918K | $38.2M | 14.66% |
| 4 | ADBE | Adobe Inc. | Technology | 153K | $37.2M | 14.31% |
Showing 1 to 4 of 4 holdings