Silver Heights Capital Management Inc Portfolio Holdings

Silver Heights Capital Management Inc

  • $144 Million
  • Q3 2025

Silver Heights Capital Management Inc has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $144 Million distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Iridium Communications Inc. with a value of $90.6M, Carmax Inc with a value of $41.6M, Polaris Inc. with a value of $12.2M, and Heico Crp Cl A with a value of $0.

Examining the 13F form we can see an decrease of $36.4M in the current position value, from $181M to 144M.

Silver Heights Capital Management Inc is based out at Toronto, A6

Below you can find more details about Silver Heights Capital Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $144 Million
Communication Services: $90.6 Million
Consumer Cyclical: $53.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.04B
$90.6 Million 62.78% of portfolio
5,189,703
Q3 2025 Added 22.74%
$5.44B
$41.6 Million 28.79% of portfolio
926,167
Q3 2025 Added 39.55%
$3.73B
$12.2 Million 8.43% of portfolio
209,275
Q3 2025 Reduced 0.62%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.66%

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $144 Million
  • Prior Value $181 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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