SHCM

Silver Heights Capital Management Portfolio holdings

AUM $223M
1-Year Est. Return 18.88%
This Quarter Est. Return
1 Year Est. Return
-18.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$11.8M

Top Sells

1
+$1.33M
2
+$75.6K

Sector Composition

1 Communication Services 40.63%
2 Industrials 35.28%
3 Consumer Discretionary 24.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IRDM icon
1
Iridium Communications
IRDM
$1.78B
$90.6M 40.63%
5,189,703
+961,440
HEI.A icon
2
HEICO Corp Class A
HEI.A
$35.6B
$78.7M 35.28%
309,596
-5,241
KMX icon
3
CarMax
KMX
$5.5B
$41.6M 18.64%
926,167
+262,478
PII icon
4
Polaris
PII
$3.91B
$12.2M 5.46%
209,275
-1,300