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Silver Heights Capital Management Inc13F | |
| Silver Heights Capital Management Inc | |
| Last update 2025-05-14 | 4 Stocks (0 new) |
| Value $220.00 Mil | Turnover 0 % |
Silver Heights Capital Managem... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRDM | Iridium Communications Inc | 3,726,863 | 101,817.9 | +0.31% | 46.260 | +0.14% | 3.450 | +10.18% | -12.07% | 2,681.0 | Telecommunication Services | |
HEI.A | Heico Corp | 313,589 | 66,157.9 | -0.73% | 30.060 | -0.19% | 0.230 | +26.52% | +35.29% | 38,776.7 | Aerospace & Defense | |
KMX | CarMax Inc | 558,265 | 43,500.0 | -1.30% | 19.760 | -0.27% | 0.370 | -8.31% | -26.35% | 9,037.3 | Vehicles & Parts | |
PII | Polaris Inc | 210,591 | 8,621.6 | +0.77% | 3.920 | +0.03% | 0.370 | +43.35% | -11.08% | 2,788.0 | Vehicles & Parts |
Silver Heights Capital Management Inc's Historical Top Holdings Breakdowns
Silver Heights Capital Management Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
KMX | CarMax Inc | 2025-03-31 | Reduce Reduce | -0.27% | 69.25 ($80.17) 89.19 | $60.22 | -24.88% | Reduce -1.3% | 558,265 | -7,332 | |
HEI.A | Heico Corp | 2025-03-31 | Reduce Reduce | -0.19% | 176.89 ($193.77) 215.51 | $251.49 | 29.79% | Reduce -0.73% | 313,589 | -2,299 | |
IRDM | Iridium Communications Inc | 2025-03-31 | Add Add | +0.14% | 26.87 ($29.31) 32.66 | $25.27 | -13.80% | Add 0.31% | 3,726,863 | 11,392 | |
PII | Polaris Inc | 2025-03-31 | Add Add | +0.03% | 40.9 ($47.61) 58.36 | $49.61 | 4.20% | Add 0.77% | 210,591 | 1,617 | |
IRDM | Iridium Communications Inc | 2024-12-31 | Reduce Reduce | -0.12% | 27.32 ($29.72) 33.57 | $25.27 | -14.99% | Reduce -0.26% | 3,715,471 | -9,796 | |
HEI.A | Heico Corp | 2024-12-31 | Add Add | +0.08% | 184.8 ($201.58) 215.57 | $251.49 | 24.76% | Add 0.31% | 315,888 | 980 | |
| SRCL Unlock Delisted | Stericycle Inc | 2024-12-31 | Sold Out Sold Out | -0.08% | 60.81 ($61.01) 61.98 | $61.98 | 1.59% | Sold Out | 0 | -3,100 | |
KMX | CarMax Inc | 2024-12-31 | Reduce Reduce | -0.06% | 71.11 ($78.55) 87.2 | $60.22 | -23.34% | Reduce -0.32% | 565,597 | -1,844 | |
PII | Polaris Inc | 2024-12-31 | Reduce Reduce | 0% | 56.74 ($69.37) 83.11 | $49.61 | -28.48% | Reduce -0.04% | 208,974 | -74 | |
| SRCL Unlock Delisted | Stericycle Inc | 2024-09-30 | Reduce Reduce | -9.68% | 57.95 ($59.36) 61.71 | $61.98 | 4.41% | Reduce -99.22% | 3,100 | -394,803 |
Silver Heights Capital Management Inc Total Holding History ($B)
Silver Heights Capital Management Inc's Asset Allocation
Silver Heights Capital Management Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Silver Heights Capital Management Inc's Hypothetical Growth since 2025-03-31
Silver Heights Capital Management Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Silver Heights Capital Management Inc's Holdings Heat Map
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Silver Heights Capital Management Inc's Holdings Bubble Chart
Silver Heights Capital Management Inc News
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