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Silver Heights Capital Management Inc

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13F filer, CIK 1705712, TORONTO, Ontario, Canada

Silver Heights Capital Management Inc reported $220,097,373 across 4 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001705712-25-000004

Period
2025-03-31
Reported value
$220M
Holdings
4
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IRDMadded+11,392$311K
PIIadded+1,617$66.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
KMXreduced-7,332-$571K
HEI-Areduced-2,299-$485K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001705712-25-000004, largest first. % of portfolio is the value over $220,097,373, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IRDMIRIDIUM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725,267 shares; 2024Q4: 3,715,471 shares; 2025Q1: 3,726,863 shares 3,726,863$102M46.26%+11,392Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,908 shares; 2024Q4: 315,888 shares; 2025Q1: 313,589 shares 313,589$66.2M30.06%-2,299Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,441 shares; 2024Q4: 565,597 shares; 2025Q1: 558,265 shares 558,265$43.5M19.76%-7,332Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,048 shares; 2024Q4: 208,974 shares; 2025Q1: 210,591 shares 210,591$8.62M3.92%+1,617Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001705712-25-000004 base2025-05-14acceptance time not in the bulk data set