Silver Heights Capital Management Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Silver Heights Capital Management Inc disclosed 4 stock positions valued at approximately $324.10M as of quarter-end June 30, 2026. The largest holdings include Iridium Communications Inc., Heico Corp new, and Carmax Inc.
- Report Period
- June 30, 2026
- No. of Stocks
- 4
- Portfolio Value
- $324.10M
Holdings by Sector
Silver Heights Capital Management Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Iridium Communications Inc. | IRDM | Communication Services | 55.43% | 3,274,947 | -1,870,532 | -36.35% | $179,630,843 |
| Heico Corp new | HEI-A | Industrials | 15.67% | 196,891 | -2,460 | -1.23% | $50,780,158 |
| Carmax Inc | KMX | Consumer Cyclical | 14.90% | 912,993 | -4,705 | -0.51% | $48,288,200 |
| Adobe Inc. | ADBE | Technology | 14.01% | 221,426 | +68,248 | +44.55% | $45,396,759 |
Showing 4 of 4 holdings in the latest reporting period.