Portfolio (Quarterly) Guide ↗

Silver Heights Capital Management Inc

· CIK 0001705712

13F Portfolio $260M AUM 4 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 Added 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PII	Polaris Inc.	Consumer Cyclical	210,272	$13.3M	5.28%	SOLD

Sector Allocation

Consumer Cyclical 50.6%

Technology 49.4%