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Silver Heights Capital Management Inc Top Holdings and 13F Report (2025)

About Silver Heights Capital Management Inc

Investment Activity

  • Silver Heights Capital Management Inc has $224.89 million in total holdings as of December 31, 2024.
  • Silver Heights Capital Management Inc owns shares of 4 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 0.08% of the portfolio was purchased this quarter.
  • About 0.28% of the portfolio was sold this quarter.
  • This quarter, Silver Heights Capital Management Inc has purchased 5 new stocks and bought additional shares in 1 stock.
  • Silver Heights Capital Management Inc sold shares of 3 stocks and completely divested from 1 stock this quarter.

Largest Holdings

HEICO
$58,780,439
CarMax
$46,243,211
Polaris
$12,041,082

Largest Purchases this Quarter

HEICO
980 shares (about $182.36K)

Largest Sales this Quarter

Iridium Communications
9,796 shares (about $284.28K)
CarMax
1,844 shares (about $150.77K)
Polaris
74 shares (about $4.26K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSilver Heights Capital Management Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Iridium Communications Inc. stock logo
IRDM
Iridium Communications
$107,822,968$284,280 -0.3%3,715,47147.9%Computer and Technology
HEICO Co. stock logo
HEI.A
HEICO
$58,780,439$182,358 0.3%315,88826.1%Aerospace
CarMax, Inc. stock logo
KMX
CarMax
$46,243,211$150,765 -0.3%565,59720.6%Retail/Wholesale
Polaris Inc. stock logo
PII
Polaris
$12,041,082$4,264 0.0%208,9745.4%Auto/Tires/Trucks
Stericycle, Inc. stock logo
SRCL
Stericycle
$0$189,100 -100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data