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SHCM

Silver Heights Capital Management Portfolio holdings

AUM $260M
1-Year Est. Return 6.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M

Top Sells

1
+$26.3M
2
+$13.3M
3
+$2.38M
4
KMX icon
CarMax
KMX
+$590K

Sector Composition

1 Communication Services 54.85%
2 Industrials 16.17%
3 Consumer Discretionary 14.66%
4 Technology 14.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IRDM icon
1
Iridium Communications
IRDM
$5.35B
$143M 54.85%
5,145,479
-105,654
HEI.A icon
2
HEICO Corp Class A
HEI.A
$35.1B
$42.1M 16.17%
199,351
-106,759
KMX icon
3
CarMax
KMX
$7.14B
$38.2M 14.66%
917,698
-13,470
ADBE icon
4
Adobe
ADBE
$87.8B
$37.2M 14.31%
153,178
+55,341
PII icon
5
Polaris
PII
$3.73B
– –
-210,272