13F HOLDINGS REPORT
Silver Heights Capital Management Inc
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001705712-25-000007
Total Value
$262.2M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Iridium Communications Inc. | IRDM | 4,228,263 | $127.6M | 48.65% |
| 2 | Heico Corp new | HEI-A | 314,837 | $81.5M | 31.07% |
| 3 | Carmax Inc | KMX | 663,689 | $44.6M | 17.01% |
| 4 | Polaris Inc. | PII | 210,575 | $8.6M | 3.26% |