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

Silver Heights Capital Management as of June 30, 2025

Portfolio Holdings for Silver Heights Capital Management

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

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Iridium Communications (IRDM)	48.7	$128M	4.2M	30.17
Heico Corp Cl A (HEI.A)	31.1	$82M	315k	258.75
CarMax (KMX)	17.0	$45M	664k	67.21
Polaris Industries (PII)	3.3	$8.6M	211k	40.65

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