SHCM

Silver Heights Capital Management Portfolio holdings

AUM $262M
1-Year Est. Return 16.17%
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$9.05K

Top Sells

1
+$370K
2
+$262K
3
+$115K
4
KMX icon
CarMax
KMX
+$21.1K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1K

Sector Composition

1 Industrials 36.4%
2 Communication Services 36.14%
3 Consumer Discretionary 27.46%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.2M 36.14%
2,447,123
-9,410
2
$59.4M 22.29%
507,024
-2,234
3
$42.7M 16.05%
452,381
-223
4
$37.6M 14.11%
542,062
-1,663
5
$30.4M 11.41%
318,830
+95
6
– –
-7