Silver Heights Capital Management Inc

CIK: 0001705712SEC EDGAR →

Portfolio Value

$252.1M

Holdings

5

As of

Q4 2025

New Positions

0

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
IRDM

Iridium Communications Inc.

5,251,133$91.3M
36.21%
2
HEI

Heico Corp new

306,110$77.3M
30.66%
3
KMX

Carmax Inc

931,168$36.0M
14.27%
4
ADBE

Adobe Inc.

97,837$34.2M
13.58%
5
PII

Polaris Inc.

210,272$13.3M
5.28%

Quarterly Changes

Top Buys

ADBENEW
$34.2M
KMX↑ Increased
$5.6M
PII↑ Increased
$1.1M
IRDM↑ Increased
$652K

Top Sells

HEI↓ Decreased
$1.4M

New Positions (1)

ADBE
$34.2M · 98K shares

Sector Breakdown

Sector# HoldingsValue%
Communication Services1$91.3M36.2%
Industrials1$77.3M30.7%
Consumer Cyclical2$49.3M19.6%
Technology1$34.2M13.6%