Silver Heights Capital Management Inc VC / PE / Holdco

Name: Silver Heights Capital Management Inc Q4 2023 13F Filing | 13F Explorer
Creator: Silver Heights Capital Management Inc
Published: 2024-02-13

Location: Toronto, Ontario, Canada

CIK: 0001705712 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value: $260M (100.0% shares, 0.0% debt)

Holdings (5)

IRDM Iridium Communications Inc. 42.1%

Value $109M Shares 2,656,227 Est. Cost $13.26 Unrealized +198.6%

HEI/A Heico Corp new 23.0%

Value $59.59M Shares 418,377 Est. Cost $44.14 Unrealized +205.9%

KMX Carmax Inc 13.7%

Value $35.45M Shares 461,990 Est. Cost $70.28 Unrealized -4.3%

— Stericycle Inc. 13.2%

Value $34.22M Shares 690,459 Est. Cost $58.69 Unrealized —

PII Polaris Inc. 8.1%

Value $20.98M Shares 221,338 Est. Cost $76.69 Unrealized +19.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IRDM	Iridium Communications Inc.	2,656,227	$109M	42.1%	$13.26	+198.6%	COM	46269C102
HEI/A	Heico Corp new	418,377	$59.59M	23.0%	$44.14	+205.9%	Cl A	422806208
KMX	Carmax Inc	461,990	$35.45M	13.7%	$70.28	-4.3%	COM	143130102
—	Stericycle Inc.	690,459	$34.22M	13.2%	$58.69	—	COM	858912108
PII	Polaris Inc.	221,338	$20.98M	8.1%	$76.69	+19.4%	COM	731068102