Fund HoldingsSilver Heights Capital Management Inc

Total Portfolio Value
$239.10M
Total Bought
$64.17M
Total Sold
$96.17M
Net Transaction
-$32.01M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Heico Corp new0314,908+314,908064,16626.84%+64,166
Iridium Communications Inc.(IRDM)3,734,6543,725,267-9,38799,416113,43447.44%+14,018
Carmax Inc(KMX)568,909567,441-1,46841,72443,90918.36%+2,185
Polaris Inc.(PII)210,613209,048-1,56516,49317,4017.28%+908
Stericycle Inc.397,9033,100-394,80323,1301890.08%-22,941
Heico Corp new316,1380-316,13856,1210-56,121
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