Portfolio (Quarterly)
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Silver Heights Capital Management Inc
· CIK 0001705712| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | Iridium Communications Inc. | — | 5,145,479.0 | $142.7M | 54.85% | -106K | -2.0% | $27.74 | — |
| 2 | — | Heico Corp new | — | 199,351.0 | $42.1M | 16.17% | -107K | -34.9% | $211.09 | — |
| 3 | KMX | Carmax Inc | Consumer Cyclical | 917,698.0 | $38.2M | 14.66% | -13K | -1.4% | $41.58 | +29.1% |
| 4 | ADBE | Adobe Inc. | Technology | 153,178.0 | $37.2M | 14.31% | +55K | +56.6% | $243.08 | -19.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
50.6%
Technology
49.4%