Silver Heights Capital Management Inc

CIK: 0001705712SEC EDGAR →

Portfolio Value

$252.1B

Holdings

5

As of

Q4 2025

New Positions

0

Closed Positions

0

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	IRDM Iridium Communications Inc.	5,251,133	$91.3B	36.21%
2	HEI Heico Corp new	306,110	$77.3B	30.66%
3	KMX Carmax Inc	931,168	$36.0B	14.27%
4	ADBE Adobe Inc.	97,837	$34.2B	13.58%
5	PII Polaris Inc.	210,272	$13.3B	5.28%

Quarterly Changes

Top Buys

$34.2B

KMX↑ Increased

$5.6B

PII↑ Increased

$1.1B

IRDM↑ Increased

$651.8M

Top Sells

HEI↓ Decreased

$1.4B

New Positions (1)

$34.2B · 98K shares

Sector Breakdown

Sector	# Holdings	Value	%
Communication Services	1	$91.3B	36.2%
Industrials	1	$77.3B	30.7%
Consumer Cyclical	2	$49.3B	19.6%
Technology	1	$34.2B	13.6%