Silver Heights Capital Management Inc Portfolio Holdings

Silver Heights Capital Management Inc

  • $166 Million
  • Q4 2024

Silver Heights Capital Management Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $166 Million distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Iridium Communications Inc. with a value of $108M, Carmax Inc with a value of $46.2M, Polaris Inc. with a value of $12M, and Heico Crp Cl A with a value of $0.

Examining the 13F form we can see an decrease of $8.79M in the current position value, from $175M to 166M.

Silver Heights Capital Management Inc is based out at Toronto, A6

Below you can find more details about Silver Heights Capital Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $166 Million
Communication Services: $108 Million
Consumer Cyclical: $58.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.9B
$108 Million 64.91% of portfolio
3,715,471
Q4 2024 Reduced 0.26%
$13.1B
$46.2 Million 27.84% of portfolio
565,597
Q4 2024 Reduced 0.32%
$2.7B
$12 Million 7.25% of portfolio
208,974
Q4 2024 Reduced 0.04%
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.31%

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $166 Million
  • Prior Value $175 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
Track This Portfolio

Track Silver Heights Capital Management Inc Portfolio

Follow Silver Heights Capital Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Heights Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Heights Capital Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email