Silver Heights Capital Management Inc — Q4 2024 13F-HR

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Q4 2024 · 13F-HR

Silver Heights Capital Management Incholdings as filed

Filed 2025-02-13 · accession 0001705712-25-000002

$224.9M

Reported value

Positions

2024-12-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
46269C102	IRDM	Iridium Communications Inc.	$107.8M	47.9%	3,715,471	Common	SOLE
422806208	HEI/A	Heico Corp new	$58.8M	26.1%	315,888	Common	SOLE
143130102	KMX	Carmax Inc	$46.2M	20.6%	565,597	Common	SOLE
731068102	PII	Polaris Inc.	$12.0M	5.35%	208,974	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.