Fund Name: | Silver Heights Capital Management |
Manager | Kevin Kuebler And Ming Lam |
Portfolio Value | $259,572,386 |
Change This QTR | +1.04% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | IRDM | 2,656,227 | $109,330,303 | +9% | 42.11% | ||
2. | HEI, HEI.A | 418,377 | $59,593,620 | +2% | 22.95% | ||
3. | KMX | 461,990 | $35,453,113 | +1% | 13.65% | ||
4. | SRCL | 690,459 | $34,219,148 | +1% | 13.18% | ||
5. | PII | 221,338 | $20,976,202 | +1% | 8.08% |