Silver Heights Capital Management Inc — Q3 2025 13F-HR

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Q3 2025 · 13F-HR

Silver Heights Capital Management Incholdings as filed

Filed 2025-11-13 · accession 0001705712-25-000014

$223.0M

Reported value

Positions

2025-09-30

Period end

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The Brief · Silver Heights Capital Management Inc · Q3 2025

AI · grounded in 13F

Silver Heights Capital Management Inc established a new position in Iridium Communications Inc. IRDM valued at $90.6M. The fund also initiated stakes in Heico Corp new HEI/A for $78.7M and Carmax Inc KMX for $41.6M. A final new position was opened in Polaris Inc. PII totaling $12.2M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
46269C102	IRDM	Iridium Communications Inc.	$90.6M	40.6%	5,189,703	Common	SOLE
422806208	HEI/A	Heico Corp new	$78.7M	35.3%	309,596	Common	SOLE
143130102	KMX	Carmax Inc	$41.6M	18.6%	926,167	Common	SOLE
731068102	PII	Polaris Inc.	$12.2M	5.46%	209,275	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.