Silver Heights Capital Management

Latest statistics and disclosures from Silver Heights Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IRDM, HEI.A, KMX, PII, and represent 100.00% of Silver Heights Capital Management's stock portfolio.
  • Added to shares of these 2 stocks: IRDM (+$17M), KMX (+$12M).
  • Reduced shares in these 2 stocks: HEI.A, PII.
  • Silver Heights Capital Management was a net buyer of stock by $27M.
  • Silver Heights Capital Management has $223M in assets under management (AUM), dropping by -14.95%.
  • Central Index Key (CIK): 0001705712

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Portfolio Holdings for Silver Heights Capital Management

Silver Heights Capital Management holds 4 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Iridium Communications (IRDM) 40.6 $91M +22% 5.2M 17.46
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Heico Corp Cl A (HEI.A) 35.3 $79M 310k 254.09
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CarMax (KMX) 18.6 $42M +39% 926k 44.87
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Polaris Industries (PII) 5.5 $12M 209k 58.13
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Past Filings by Silver Heights Capital Management

SEC 13F filings are viewable for Silver Heights Capital Management going back to 2017

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