Silver Heights Capital Management Inc
Investment Portfolio & 13F Holdings Analysis
About
Silver Heights Capital Management Inc is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 4 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ "KMX", "PII", "IRDM", "HEI-A" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 4
- Total Value
- 220097373
- Accession Number
- 0001705712-25-000004
- Form Type
- 13F-HR
- Manager Name
- Silver-Heights-Capital-Management
Data Enrichment
100% identified4 identified0 unidentified
Holdings
4 positions • $220.1M total value
Manager:
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Shares:3.7M
Value:$101.8M
% of Portfolio:46.3% ($101.8M/$220.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.7M | All Managers (Combined) | $101.8M | 46.3% ($101.8M/$220.1M) | |||
HEICO CORP(HEI-Acusip422806208) | 313.6K | All Managers (Combined) | $66.2M | 30.1% ($66.2M/$220.1M) | ||
CARMAX INC(KMXcusip143130102) | 558.3K | All Managers (Combined) | $43.5M | 19.8% ($43.5M/$220.1M) | ||
Polaris Inc.(PIIcusip731068102) | 210.6K | All Managers (Combined) | $8.6M | 3.9% ($8.6M/$220.1M) |