SHCM
Silver Heights Capital Management Portfolio holdings
AUM
$262M
1-Year Est. Return
16.17%
1 Year Est. Return
+16.17%
AUM
$262M
AUM Growth
+$42.1M
(+19%)
Holding
4
Sector Composition
| 1 | Communication Services | 48.65% |
| 2 | Industrials | 31.07% |
| 3 | Consumer Discretionary | 20.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Iridium Communications
IRDM
$1.93B
| $128M | 48.65% |
4,228,263
+501,400
|
|
||
2
HEICO Corp Class A
HEI.A
$34.2B
| $81.5M | 31.07% |
314,837
+1,248
|
|
||
3
CarMax
KMX
$6.01B
| $44.6M | 17.01% |
663,689
+105,424
|
|
||
4
Polaris
PII
$3.7B
| $8.56M | 3.26% |
210,575
-16
|
|