Silver Heights Capital Management Inc VC / PE / Holdco

Name: Silver Heights Capital Management Inc Q1 2022 13F Filing | 13F Explorer
Creator: Silver Heights Capital Management Inc
Published: 2022-05-13

Location: Toronto, Ontario, Canada

CIK: 0001705712 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value: $255M (100.0% shares, 0.0% debt)

Holdings (5)

IRDM Iridium Communications Inc. 39.3%

Value $100M Shares 2,484,321 Est. Cost $10.94 Unrealized +244.1%

HEI/A Heico Corp new 20.9%

Value $53.16M Shares 419,120 Est. Cost $43.22 Unrealized +178.6%

KMX Carmax Inc 14.0%

Value $35.6M Shares 369,036 Est. Cost $64.88 Unrealized +65.8%

PII Polaris Inc. 13.2%

Value $33.58M Shares 318,795 Est. Cost $76.69 Unrealized +48.6%

— Stericycle Inc. 12.7%

Value $32.35M Shares 549,083 Est. Cost $62.55 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IRDM	Iridium Communications Inc.	2,484,321	$100M	39.3%	$10.94	+244.1%	Common	46269C102
HEI/A	Heico Corp new	419,120	$53.16M	20.9%	$43.22	+178.6%	Cl A	422806208
KMX	Carmax Inc	369,036	$35.6M	14.0%	$64.88	+65.8%	Common	143130102
PII	Polaris Inc.	318,795	$33.58M	13.2%	$76.69	+48.6%	Common	731068102
—	Stericycle Inc.	549,083	$32.35M	12.7%	$62.55	—	Common	858912108