SHCM
Silver Heights Capital Management Portfolio holdings
AUM
$252M
1-Year Est. Return
16.3%
This Fund
S&P 500
1 Year Est. Return
-16.3%
AUM
$252M
AUM Growth
+$29.1M
(+13%)
Holding
5
Top Buys
| 1 | +$33.3M | |
| 2 | +$1.09M | |
| 3 | +$200K | |
| 4 |
Polaris
PII
|
+$65.6K |
Sector Composition
| 1 | Communication Services | 36.21% |
| 2 | Industrials | 30.66% |
| 3 | Consumer Discretionary | 19.55% |
| 4 | Technology | 13.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Iridium Communications
IRDM
$2.97B
| $91.3M | 36.21% |
5,251,133
+61,430
|
|
||
2
HEICO Corp Class A
HEI.A
$29.1B
| $77.3M | 30.66% |
306,110
-3,486
|
|
||
3
CarMax
KMX
$6.05B
| $36M | 14.27% |
931,168
+5,001
|
|
||
4
Adobe
ADBE
$98.2B
| $34.2M | 13.59% |
+97,837
|
|
||
|
5
Polaris
PII
$3.22B
| $13.3M | 5.28% |
210,272
+997
|
|