SHCM
Silver Heights Capital Management Portfolio holdings
AUM
$262M
1-Year Est. Return
16.17%
1 Year Est. Return
+16.17%
AUM
$220M
AUM Growth
-$4.79M
(-2.1%)
Holding
4
Sector Composition
| 1 | Communication Services | 46.26% |
| 2 | Industrials | 30.06% |
| 3 | Consumer Discretionary | 23.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Iridium Communications
IRDM
$1.92B
| $102M | 46.26% |
3,726,863
+11,392
|
|
||
2
HEICO Corp Class A
HEI.A
$34.2B
| $66.2M | 30.06% |
313,589
-2,299
|
|
||
3
CarMax
KMX
$6.07B
| $43.5M | 19.76% |
558,265
-7,332
|
|
||
4
Polaris
PII
$3.69B
| $8.62M | 3.92% |
210,591
+1,617
|
|