Silver Heights Capital Management Inc.
Silver Heights Capital Management Inc. is an investment management firm headquartered in Toronto, Ontario, Canada. Founded in 2016, it focuses on providing investment services to Canadian, U.S., and international investors with an emphasis on rational, independent thinking and clear client communication. It is estimated to have fewer than 25 employees and specializes in the finance/investment management industry, managing assets for both individual and institutional clients.
Investment Strategy
Silver Heights Capital Management Inc. delivers rational, independent investment management tailored to Canadian, U.S., and international investors, emphasizing compliance with residency requirements and clear communication. The firm is dedicated to maintaining a disciplined, repeatable investment process, seeking to generate attractive risk-adjusted returns for clients through a diversified approach likely involving asset allocation and risk management.
Latest 13F Filing Activity
Silver Heights Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 4 equity positions with a total 13F market value of $262M. The fund increased holdings in Iridium Communications Inc., Heico Corp. New, Carmax Inc. among other positions. Silver Heights Capital Management Inc. reduced exposure to Polaris Inc., Carmax Inc., Heico Corp. New among others.
Top Holdings
Equity Positions (4)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IRDM | Iridium Communications Inc. | 48.65% | $127.6M | 4,228,263 | $19.50 | $30.17 | +$25.7M |
H HEI-A | Heico Corp new | 31.07% | $81.5M | 314,837 | $40.49 | $258.75 | +$15.3M |
K KMX | Carmax Inc | 17.01% | $44.6M | 663,689 | $65.62 | $67.21 | +$1.1M |
P PII | Polaris Inc. | 3.26% | $8.6M | 210,575 | $92.54 | $40.65 | -$61.7K |