Silver Heights Capital Management Inc — Q1 2025 13F-HR

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Q1 2025 · 13F-HR

Silver Heights Capital Management Incholdings as filed

Filed 2025-05-14 · accession 0001705712-25-000004

$220.1M

Reported value

Positions

2025-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
46269C102	IRDM	Iridium Communications Inc.	$101.8M	46.3%	3,726,863	Common	SOLE
422806208	HEI/A	Heico Corp new	$66.2M	30.1%	313,589	Common	SOLE
143130102	KMX	Carmax Inc	$43.5M	19.8%	558,265	Common	SOLE
731068102	PII	Polaris Inc.	$8.6M	3.92%	210,591	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.