Q2 2024 · 13F-HR
Silver Heights Capital Management Incholdings as filed
Filed 2024-08-13 · accession 0001705712-24-000007
$236.9M
Reported value
5
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46269C102 | IRDM | Iridium Communications Inc. | $99.4M | 42.0% | 3,734,654 | Common | SOLE |
| 422806208 | HEI/A | Heico Corp new | $56.1M | 23.7% | 316,138 | Common | SOLE |
| 143130102 | KMX | Carmax Inc | $41.7M | 17.6% | 568,909 | Common | SOLE |
| 858912108 | SRCLEUR | Stericycle Inc. | $23.1M | 9.76% | 397,903 | Common | SOLE |
| 731068102 | PII | Polaris Inc. | $16.5M | 6.96% | 210,613 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.