Silver Heights Capital Management Inc Portfolio Holdings by Sector
Silver Heights Capital Management Inc
- $181 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Telecom Services | Communication Services
IRDM 1 stocks |
$127,566
70.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$44,606
24.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
PII 1 stocks |
$8,559
4.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|