Silver-Heights-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "KMX",
  "PII",
  "IRDM",
  "HEI-A"
]

13F-HR • 2025-03-31

Data Enrichment

100% identified

4 identified0 unidentified

Holdings

Manager:

4 positions • $220.1M total value

Manager:

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Iridium Communications Inc.

Shares:3.7M

Value:$101.8M

% of Portfolio:46.3% ($101.8M/$220.1M)

HEICO CORP

Shares:313.6K

Value:$66.2M

% of Portfolio:30.1% ($66.2M/$220.1M)

CARMAX INC

Shares:558.3K

Value:$43.5M

% of Portfolio:19.8% ($43.5M/$220.1M)

Polaris Inc.

Shares:210.6K

Value:$8.6M

% of Portfolio:3.9% ($8.6M/$220.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Iridium Communications Inc.(IRDMcusip46269C102)	3.7M	QoQ +0.30% (-11.4K) YoY +7.04% (+245.4K)	All Managers (Combined)	$101.8M	46.3% ($101.8M/$220.1M)	QoQ -5.56% (-$6.0M) YoY +11.79% (+$10.7M)
HEICO CORP(HEI-Acusip422806208)	313.6K	QoQ -0.72% (-2.3K) YoY -24.51% (-101.9K)	All Managers (Combined)	$66.2M	30.1% ($66.2M/$220.1M)	QoQ +12.55% (-$7.4M) YoY +3.44% (-$2.2M)
CARMAX INC(KMXcusip143130102)	558.3K	QoQ -1.29% (-7.3K) YoY +21.32% (+98.1K)	All Managers (Combined)	$43.5M	19.8% ($43.5M/$220.1M)	QoQ -5.93% (-$2.7M) YoY +8.52% (+$3.4M)
Polaris Inc.(PIIcusip731068102)	210.6K	QoQ +0.77% (-1.6K) YoY -4.20% (-9.2K)	All Managers (Combined)	$8.6M	3.9% ($8.6M/$220.1M)	QoQ -28.39% (-$3.4M) YoY -60.82% (-$13.4M)