Silver Heights Capital Management Inc VC / PE / Holdco

CIK: 0001705712 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $254,857 (100.0% shares, 0.0% debt)

Holdings (5)

IRDM Iridium Communications Inc. 39.3%

Value ($000) $100,168 Shares 2,484,321 Est. Cost $10.94 Unrealized +244.1%

HEI/A Heico Corp new 20.9%

Value ($000) $53,157 Shares 419,120 Est. Cost $43.22 Unrealized +178.6%

KMX Carmax Inc 14.0%

Value ($000) $35,605 Shares 369,036 Est. Cost $64.88 Unrealized +65.8%

PII Polaris Inc. 13.2%

Value ($000) $33,575 Shares 318,795 Est. Cost $76.69 Unrealized +48.6%

— Stericycle Inc. 12.7%

Value ($000) $32,352 Shares 549,083 Est. Cost $62.55 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IRDM	Iridium Communications Inc.	2,484,321	$100,168	39.3%	$10.94	+244.1%	Common	46269C102
HEI/A	Heico Corp new	419,120	$53,157	20.9%	$43.22	+178.6%	Cl A	422806208
KMX	Carmax Inc	369,036	$35,605	14.0%	$64.88	+65.8%	Common	143130102
PII	Polaris Inc.	318,795	$33,575	13.2%	$76.69	+48.6%	Common	731068102
—	Stericycle Inc.	549,083	$32,352	12.7%	$62.55	—	Common	858912108