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| Name: |
Silver Heights Capital Management Inc. |
| City: |
TORONTO |
| State: |
Z4 |
| Zip: |
M5H 2R2 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IRDM |
Iridium Communications Inc |
1 |
- |
$31.37 |
$109,330,000 |
2,656,227 |
42.12% |
-1,744,000 |
214,508 |
1.993 |
Diversified Investments |
|
|
HEI.A |
Heico Corp Class A |
2 |
- |
$166.72 |
$59,594,000 |
418,377 |
22.96% |
6,069,000 |
4,159 |
0.518 |
Aerospace/Defense Pro... |
|
|
KMX |
CarMax Inc |
3 |
- |
$69.59 |
$35,453,000 |
461,990 |
13.66% |
2,979,000 |
2,870 |
0.258 |
Auto Dealerships |
|
|
SRCL |
Stericycle Inc |
4 |
- |
$46.31 |
$34,219,000 |
690,459 |
13.18% |
3,441,000 |
2,063 |
0.749 |
Waste Management |
|
|
PII |
Polaris Industries Inc |
5 |
- |
$87.39 |
$20,976,000 |
221,338 |
8.08% |
-1,903,000 |
1,645 |
0.359 |
Recreational Vehicles |
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