13F HOLDINGS REPORT
Silver Heights Capital Management Inc
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001705712-25-000014
Total Value
$223.0M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Iridium Communications Inc. | IRDM | 5,189,703 | $90.6M | 40.63% |
| 2 | Heico Corp new | HEI-A | 309,596 | $78.7M | 35.28% |
| 3 | Carmax Inc | KMX | 926,167 | $41.6M | 18.64% |
| 4 | Polaris Inc. | PII | 209,275 | $12.2M | 5.46% |