Silver Heights Capital Management 13F filings and top holdings and stakes

Silver Heights Capital Management as of March 31, 2025

Portfolio Holdings for Silver Heights Capital Management

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

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Iridium Communications (IRDM)	46.3	$102M	3.7M	27.32
Heico Corp Cl A (HEI.A)	30.1	$66M	314k	210.97
CarMax (KMX)	19.8	$44M	558k	77.92
Polaris Industries (PII)	3.9	$8.6M	211k	40.94

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