Silver Heights Capital Management Inc VC / PE / Holdco

Name: Silver Heights Capital Management Inc Q2 2021 13F Filing | 13F Explorer
Creator: Silver Heights Capital Management Inc
Published: 2021-08-13

Location: Toronto, Ontario, Canada

CIK: 0001705712 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value: $287M (100.0% shares, 0.0% debt)

Holdings (5)

IRDM Iridium Communications Inc. 33.6%

Value $96.39M Shares 2,410,416 Est. Cost $9.84 Unrealized +294.9%

KMX Carmax Inc 20.1%

Value $57.73M Shares 446,982 Est. Cost $64.22 Unrealized +92.5%

HEI/A Heico Corp new 17.9%

Value $51.35M Shares 413,543 Est. Cost $42.14 Unrealized +198.1%

PII Polaris Inc. 15.0%

Value $43.02M Shares 314,130 Est. Cost $76.21 Unrealized +77.9%

— Stericycle Inc. 13.4%

Value $38.49M Shares 538,012 Est. Cost $62.64 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IRDM	Iridium Communications Inc.	2,410,416	$96.39M	33.6%	$9.84	+294.9%	Common	46269C102
KMX	Carmax Inc	446,982	$57.73M	20.1%	$64.22	+92.5%	Common	143130102
HEI/A	Heico Corp new	413,543	$51.35M	17.9%	$42.14	+198.1%	Cl A	422806208
PII	Polaris Inc.	314,130	$43.02M	15.0%	$76.21	+77.9%	Common	731068102
—	Stericycle Inc.	538,012	$38.49M	13.4%	$62.64	—	Common	858912108