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

Silver Heights Capital Management as of Sept. 30, 2025

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	Share Count	Share Price
Iridium Communications (IRDM)	40.6	$91M	5.2M	17.46
Heico Corp Cl A (HEI.A)	35.3	$79M	310k	254.09
CarMax (KMX)	18.6	$42M	926k	44.87
Polaris Industries (PII)	5.5	$12M	209k	58.13

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