Silver Heights Capital Management Inc. Portfolio Holdings
Q3 2025•4 long positions•$223.0M portfolio value
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Holding4 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Telecommunications Services Communication Services | $90.6M 40.63% | +$16.8M Bought | 4.89% 5.2M shares | 4.2M → 5.2M +$16.8M | +22.74% | $1.9B Small Cap | Q4 2016 Held for 8y 11m | |
Aerospace & Defense Industrials | $78.7M 35.28% | -$1.3M Sold | 0.222% 309.6K shares | 314.8K → 309.6K −$1.3M | -1.66% | $44.9B Large Cap | Q4 2019 Held for 5y 11m | |
Auto - Dealerships Consumer Cyclical | $41.6M 18.64% | +$11.8M Bought | 0.631% 926.2K shares | 663.7K → 926.2K +$11.8M | +39.55% | $6.6B Mid Cap | Q4 2016 Held for 8y 11m | |
Auto - Recreational Vehicles Consumer Cyclical | $12.2M 5.46% | -$75.6K Sold | 0.372% 209.3K shares | 210.6K → 209.3K −$75.6K | -0.62% | $3.3B Mid Cap | Q2 2020 Held for 5y 5m |
