Silver Heights Capital Management Inc — Q2 2025 13F-HR

← Silver Heights Capital Management Inc

Q2 2025 · 13F-HR

Silver Heights Capital Management Incholdings as filed

Filed 2025-08-14 · accession 0001705712-25-000007

$262.2M

Reported value

Positions

2025-06-30

Period end

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The Brief · Silver Heights Capital Management Inc · Q2 2025

AI · grounded in 13F

Silver Heights Capital Management Inc established four new positions to reach a total AUM of $262,197,181. The fund's largest move was a new position in Iridium Communications Inc. IRDM valued at $127,566,695. Other new entries include Heico Corp new HEI/A at $81,464,074 and Carmax Inc KMX at $44,606,538. The fund also added Polaris Inc. PII with a position of $8,559,874.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
46269C102	IRDM	Iridium Communications Inc.	$127.6M	48.7%	4,228,263	Common	SOLE
422806208	HEI/A	Heico Corp new	$81.5M	31.1%	314,837	Common	SOLE
143130102	KMX	Carmax Inc	$44.6M	17.0%	663,689	Common	SOLE
731068102	PII	Polaris Inc.	$8.6M	3.26%	210,575	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.