Silver Heights Capital Management Inc.
Long Only Manager
Silver Heights Capital Management Inc. is a Long Only Manager led by Lung-Ming Lam, reporting $673.4M in AUM as of Q3 2025 with 41% Communication Services concentration, with only 4 positions, and 41% allocation to IRDM.
PresidentLung-Ming Lam
- Portfolio Value
- $223.0M
- Positions
- 4
- Top Holding
- IRDM at 40.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Silver Heights Capital Management Inc.'s portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Telecommunications Services Communication Services | $90.6M | 40.63% | +$16.8M Bought | 4.89% 5.2M shares | |
Aerospace & Defense Industrials | $78.7M | 35.28% | -$1.3M Sold | 0.22% 309.6K shares | |
Auto - Dealerships Consumer Cyclical | $41.6M | 18.64% | +$11.8M Bought | 0.63% 926.2K shares | |
Auto - Recreational Vehicles Consumer Cyclical | $12.2M | 5.46% | -$75.6K Sold | 0.37% 209.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Silver Heights Capital Management Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+39.55% | |
+22.74% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-1.66% | |
-0.62% |
Analytics
Portfolio insights and performance metrics for Silver Heights Capital Management Inc.
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