Latest Silver Heights Capital Management Inc Stock Portfolio
$253Million
Equity Portfolio Value
Last Reported on: 14 May, 2024
About Silver Heights Capital Management Inc and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Silver Heights Capital Management Inc reported an equity portfolio of $253.2 Millions as of 31 Mar, 2024.
The top stock holdings of Silver Heights Capital Management Inc are IRDM, HEI, KMX. The fund has invested 36% of it's portfolio in IRIDIUM COMMUNICATIONS INC. and 25.3% of portfolio in HEICO CORP NEW.
They significantly reduced their stock positions in STERICYCLE INC. (SRCL), HEICO CORP NEW (HEI) and POLARIS INC. (PII). The fund showed a lot of confidence in some stocks as they added substantially to IRIDIUM COMMUNICATIONS INC. (IRDM).
The top stock holdings of Silver Heights Capital Management Inc are IRDM, HEI, KMX. The fund has invested 36% of it's portfolio in IRIDIUM COMMUNICATIONS INC. and 25.3% of portfolio in HEICO CORP NEW.
They significantly reduced their stock positions in STERICYCLE INC. (SRCL), HEICO CORP NEW (HEI) and POLARIS INC. (PII). The fund showed a lot of confidence in some stocks as they added substantially to IRIDIUM COMMUNICATIONS INC. (IRDM).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| IRIDIUM COMMUNICATIONS INC. | 31.07 |
Additions to existing portfolio by Silver Heights Capital Management Inc
Reductions
| Ticker | % Reduced |
|---|---|
| STERICYCLE INC. | -0.9 |
| HEICO CORP NEW | -0.7 |
| POLARIS INC. | -0.68 |
| CARMAX INC | -0.4 |
Silver Heights Capital Management Inc reduced stake in above stock
Sold off
Current Stock Holdings of Silver Heights Capital Management Inc
Last Reported on: 14 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| HEI | HEICO CORP NEW | 25.26 | 415,449 | 63,954,200 | REDUCED | -0.7 | |
| IRDM | IRIDIUM COMMUNICATIONS INC. | 35.97 | 3,481,490 | 91,075,700 | ADDED | 31.07 | |
| KMX | CARMAX INC | 15.83 | 460,130 | 40,081,900 | REDUCED | -0.4 | |
| PII | POLARIS INC. | 8.69 | 219,831 | 22,009,500 | REDUCED | -0.68 | |
| SRCL | STERICYCLE INC. | 14.26 | 684,262 | 36,094,800 | REDUCED | -0.9 |