Q3 2024 · 13F-HR
Silver Heights Capital Management Incholdings as filed
Filed 2024-11-13 · accession 0001705712-24-000009
$239.1M
Reported value
5
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46269C102 | IRDM | Iridium Communications Inc. | $113.4M | 47.4% | 3,725,267 | Common | SOLE |
| 422806208 | HEI/A | Heico Corp new | $64.2M | 26.8% | 314,908 | Common | SOLE |
| 143130102 | KMX | Carmax Inc | $43.9M | 18.4% | 567,441 | Common | SOLE |
| 731068102 | PII | Polaris Inc. | $17.4M | 7.28% | 209,048 | Common | SOLE |
| 858912108 | SRCLEUR | Stericycle Inc. | $189,100 | 0.08% | 3,100 | 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.