13F HOLDINGS REPORT
Silver Heights Capital Management Inc
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001705712-26-000002
Total Value
$252.1M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Iridium Communications Inc. | IRDM | 5,251,133 | $91.3M | 36.21% |
| 2 | Heico Corp new | HEI-A | 306,110 | $77.3M | 30.66% |
| 3 | Carmax Inc | KMX | 931,168 | $36.0M | 14.27% |
| 4 | Adobe Inc. | ADBE | 97,837 | $34.2M | 13.58% |
| 5 | Polaris Inc. | PII | 210,272 | $13.3M | 5.28% |