Filed: 8/14/2025ACC: 0001705712-25-000007
📋 What this filing means
SILVER HEIGHTS CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $262.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$262.20M
Total AUM (reported)
5.42M
Total Shares
Allocation by class
COM$180.73M68.9%
CL A$81.46M31.1%
Portfolio Concentration
Top 3$253.64M96.7%
4–10$8.56M3.3%
Top 3 weight
96.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.42M
Sole
Full voting authority
4M
shares
% of voting shares73.9%
Shared
Joint voting authority
1.41M
shares
% of voting shares26.1%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole4
Shared0
Other0
Dominant voting typeSole · 73.9% of voting shares
Institutional Holdings4
Rows:
Iridium Communications Inc.
SOLEShares4.23M
TypeSH
Market value$127.57M
48.65%
Sole
3.14M
Shared
1.09M
None
0.00
Heico Corp new
SOLEShares314.84K
TypeSH
Market value$81.46M
31.07%
Sole
230.66K
Shared
84.18K
None
0.00
Carmax Inc
SOLEShares663.69K
TypeSH
Market value$44.61M
17.01%
Sole
487.40K
Shared
176.29K
None
0.00
Polaris Inc.
SOLEShares210.57K
TypeSH
Market value$8.56M
3.26%
Sole
150.95K
Shared
59.63K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Iridium Communications Inc.SOLE | COM | 4.23M | SH | $127.57M 48.65% | 3.14M | 1.09M | 0.00 |
Heico Corp newSOLE | CL A | 314.84K | SH | $81.46M 31.07% | 230.66K | 84.18K | 0.00 |
Carmax IncSOLE | COM | 663.69K | SH | $44.61M 17.01% | 487.40K | 176.29K | 0.00 |
Polaris Inc.SOLE | COM | 210.57K | SH | $8.56M 3.26% | 150.95K | 59.63K | 0.00 |