Silver Heights Capital Management Inc 13F Holdings · Q2 2026
Silver Heights Capital Management Inc reported 4 securities worth $324.10M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IRDM (55.43%), HEIA (15.67%), KMX (14.90%). Among its top 25 positions this quarter: 1 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IRDM | Iridium Communications Inc. | $179.6M | 55.43% | 3.3M | Trimmed |
| 2 | HEIA | Heico Corp new | $50.8M | 15.67% | 196,891 | Trimmed |
| 3 | KMX | Carmax Inc | $48.3M | 14.90% | 912,993 | Trimmed |
| 4 | ADBE | Adobe Inc. | $45.4M | 14.01% | 221,426 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR