SHCM
Silver Heights Capital Management Portfolio holdings
AUM
$260M
1-Year Est. Return
6.93%
This Fund
S&P 500
1 Year Est. Return
+6.93%
AUM
$260M
AUM Growth
+$8.15M
(+3.2%)
Holding
5
Top Sells
| 1 | +$26.3M | |
| 2 | +$13.3M | |
| 3 | +$2.38M | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
1
Iridium Communications
IRDM
$4.56B
| $143M | 54.85% |
5,145,479
-105,654
|
|
||
2
HEICO Corp Class A
HEI.A
$30.5B
| $42.1M | 16.17% |
199,351
-106,759
|
|
||
|
3
CarMax
KMX
$5.26B
| $38.2M | 14.66% |
917,698
-13,470
|
|
||
4
Adobe
ADBE
$95.4B
| $37.2M | 14.31% |
153,178
+55,341
|
|
||
5
Polaris
PII
$3.62B
| – | – |
-210,272
|
|