Silver Heights Capital Management Inc 13F Holdings
CIK 0001705712 · TORONTO, A6
As of Sep 30, 2025, Silver Heights Capital Management Inc reported 4 positions worth $223.0M in its SEC Form 13F filing.
Top 4 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| IRIDIUM COMMUNICATIONS INC | IRDM | Communication Services | 5,189,703 | $90.6M | 40.63% |
| HEICO CORP | HEI.A | Industrials | 309,596 | $78.7M | 35.28% |
| CARMAX INC | KMX | Consumer Cyclical | 926,167 | $41.6M | 18.64% |
| POLARIS INC | PII | Consumer Cyclical | 209,275 |