Silver Heights Capital Management Inc Q3 2022 vs. Q4 2022 13F Holdings Comparison

Investment firms and hedge funds are always in the spotlight when it comes to financial disclosures. One such example is Silver Heights Capital Management Inc, which recently filed their quarterly 13F with the U.S. Securities and Exchange Commission. As per the disclosure, we now have a closer look at the company's holdings in the previous two quarters. Let's dive into Silver Heights Capital Management's Q3 2022 vs. Q4 2022 13F Holdings Comparison.

IRDM - Iridium Communications Inc.

The company's shares worth $109,743,000 ($44.29 per share) in Q3 2022 decreased by 13.9% compared to Q4 2022, where the value was $125,004,000 ($51.41 per share). The total number of shares held in IRDM decreased from 2,473,363 to 2,432,003 (-1.7%).

HEI-A - Heico Corp New

In Q3 2022, Silver Heights Capital Management held 422,619 HEI-A shares worth $48,441,000 ($114.51 per share). Compared to Q4 2022, the stake decreased by 2.9%, with the value of the shares held being $49,842,000 ($119.80 per share) and the total number of shares held being 415,871.

SRCL - Stericycle Inc.

In Q3 2022 and Q4 2022, the company's total shares installed in Stericycle Inc. were 691,543 and 680,598, respectively. However, the value of these shares increased from $29,121,000 ($42.12 per share) in Q3 to $33,955,000 ($49.85 per share) in Q4, a 16.6% increase.

PII - Polaris Inc.

In the third quarter, Silver Heights Capital Management had 320,670 shares in Polaris Inc with a total value of $30,672,000 ($95.60 per share). In Q4 2022, both the number of shares and their aggregate value decreased to 315,510 and $31,866,000 ($100.91 per share) respectively. It translates to a 3.9% decline in the total value of the shares held.

KMX - CarMax Inc.

The final inclusion on this list is CarMax Inc. In Q3 2022, Silver Heights Capital Management held a total of 462,688 shares in the company, with a combined market value of $30,547,000 ($66.01 per share). This figure dipped by 8.9% in Q4 2022, set at $27,817,000 ($60.82 per share) and the number of shares held dipped to 456,843.

Conclusion

The Silver Heights Capital Management Inc Q3 2022 vs. Q4 2022 13F Holdings Comparison shows a mixed result for the company's holdings. While the value of certain shares decreased, the value of others increased. Investment groups like these can serve as good models for individual investors to carefully choose their investments. As always, there is no guarantee of success, but those willing to put in the research and analysis can make informed decisions when it comes to their investments.