Silver Heights Capital Management Inc Portfolio Holdings by Sector
Silver Heights Capital Management Inc
- $189 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Telecom Services | Communication Services
IRDM 1 stocks |
$91,075
48.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$40,081
21.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Waste Management | Industrials
SRCL 1 stocks |
$36,094
19.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Recreational Vehicles | Consumer Cyclical
PII 1 stocks |
$22,009
11.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|