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

Silver Heights Capital Management as of Dec. 31, 2025

Portfolio Holdings for Silver Heights Capital Management

Silver Heights Capital Management holds 5 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Iridium Communications (IRDM)	36.2	$91M	5.3M	17.38
Heico Corp Cl A (HEI.A)	30.7	$77M	306k	252.43
CarMax (KMX)	14.3	$36M	931k	38.64
Adobe Systems Incorporated (ADBE)	13.6	$34M	98k	349.99
Polaris Industries (PII)	5.3	$13M	210k	63.25

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