Institutional Manager · CIK 0001705712
Silver Heights Capital Management Inc
TORONTO, A6 · File #028-18034
Latest AUM
$252.1M
Positions
5
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20255 pos · $252.1M
- 13F HOLDINGS REPORTQ/E Sep 20254 pos · $223.0M
- 13F HOLDINGS REPORTQ/E Jun 20254 pos · $262.2M
- 13F HOLDINGS REPORTQ/E Mar 20254 pos · $220.1M
- 13F HOLDINGS REPORTQ/E Dec 20244 pos · $224.9M
- 13F HOLDINGS REPORTQ/E Sep 20245 pos · $239.1M
- 13F HOLDINGS REPORTQ/E Jun 20245 pos · $236.9M
- 13F HOLDINGS REPORTQ/E Mar 20245 pos · $253.2M
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $250.7M
- 13F HOLDINGS REPORTQ/E Sep 20235 pos · $317.4M
- 13F HOLDINGS REPORTQ/E Jun 20235 pos · $301.0M
- 13F HOLDINGS REPORTQ/E Mar 20235 pos · $268.5M
Top 5 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |