Silver Heights Capital Management Inc Portfolio Stock Holdings
Silver Heights Capital Management Inc disclosed 4 stock positions valued at approximately $260.2 million in its latest SEC 13F filing. The largest holdings include Iridium Communications Inc., Heico Corp new, and Carmax Inc. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 4
- Portfolio Value
- $260.2M
Holdings by Sector
Silver Heights Capital Management Inc Portfolio Holdings in Q1 2026
4 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Iridium Communications Inc. | IRDM | Communication Services | 54.85% | 5,145,479 | -105,654 | -2.01% | $142,735,587 |
| Heico Corp new | HEI-A | Industrials | 16.17% | 199,351 | -106,759 | -34.88% | $42,081,003 |
| Carmax Inc | KMX | Consumer Cyclical | 14.66% | 917,698 | -13,470 | -1.45% | $38,157,883 |
| Adobe Inc. | ADBE | Technology | 14.31% | 153,178 | +55,341 | +56.56% | $37,234,508 |