Fund HoldingsSilver Heights Capital Management Inc

Total Portfolio Value
$236.88M
Total Bought
$9.98M
Total Sold
$26.31M
Net Transaction
-$16.33M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Iridium Communications Inc.(IRDM)3,481,4873,734,654+253,16791,07699,41641.97%+8,341
Carmax Inc(KMX)460,130568,909+108,77940,08241,72417.61%+1,642
Polaris Inc.(PII)219,831210,613-9,21822,00916,4936.96%-5,516
Heico Corp new415,449316,138-99,31163,95456,12123.69%-7,833
Stericycle Inc.684,262397,903-286,35936,09523,1309.76%-12,965
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