Q4 2025 · 13F-HR
Silver Heights Capital Management Incholdings as filed
Filed 2026-02-13 · accession 0001705712-26-000002
$252.1M
Reported value
5
Positions
2025-12-31
Period end
The Brief · Silver Heights Capital Management Inc · Q4 2025
AI · grounded in 13F
Silver Heights Capital Management Inc established a new position in Adobe Inc. ADBE valued at $34.2M. The fund also increased its holdings in Iridium Communications Inc. IRDM by 1.18% and Polaris Inc. PII by 0.48%. Conversely, the manager trimmed its position in Heico Corp new HEI/A by 1.13%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46269C102 | IRDM | Iridium Communications Inc. | $91.3M | 36.2% | 5,251,133 | Common | SOLE |
| 422806208 | HEI/A | Heico Corp new | $77.3M | 30.7% | 306,110 | Common | SOLE |
| 143130102 | KMX | Carmax Inc | $36.0M | 14.3% | 931,168 | Common | SOLE |
| 00724F101 | ADBE | Adobe Inc. | $34.2M | 13.6% | 97,837 | Common | SOLE |
| 731068102 | PII | Polaris Inc. | $13.3M | 5.28% | 210,272 | 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.