Silver Heights Capital Management Inc
•CIK: 1705712•Filing: Q4 2025
**Silver Heights Capital Management Inc.** manages $252M across a concentrated portfolio of five positions. The fund exhibits significant conviction in its top holdings, led by a substantial allocation to IRDM at $91.3M. Further notable weightings include HEI/A at $77.3M and KMX at $36.0M, indicating a focused, high-conviction investment mandate. This structure suggests a tactical approach prioritizing deep sector expertise within its limited investment universe.
Total AUM
$252.1M
QoQ Performance
+13.0%
Positions
5
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IRDM
HEI/A
KMX
ADBE
PII
IRDM36.2%
HEI/A30.7%
KMX14.3%
ADBE13.6%
PII5.3%
📈 Biggest Buys
📉 Biggest Sells
HEI/A
Heico Corp new
-1.1%
30.7% of portfolio
Sector Breakdown
Other86.4%
Technology13.6%
Changes from Q3 2025
NEW1 new position
↑3 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023